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Duke Energy

2,265 hedge funds and large institutions have $64.2B invested in Duke Energy in 2025 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 929 increasing their positions, 779 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $980M | Put options by funds: $445M

88% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 121

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

19% more repeat investments, than reductions

Existing positions increased: 929 | Existing positions reduced: 779

17% more capital invested

Capital invested by funds: $55B → $64.2B (+$9.18B)

3% more funds holding

Funds holding: 2,2002,265 (+65)

1.65% more ownership

Funds ownership: 66.13%67.78% (+1.6%)

Holders
2,265
Holders Change
+65
Holders Change %
+2.95%
% of All Funds
30.37%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.4%
New
227
Increased
929
Reduced
779
Closed
121
Calls
$980M
Puts
$445M
Net Calls
+$536M
Net Calls Change
+$455M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
176
Davenport & Co
Virginia
$26.3M +$489K +4,293 +2%
SOMRS
177
State of Michigan Retirement System
Michigan
$25.7M +$103K +900 +0.4%
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$25.4M +$8.76M +76,880 +58%
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$25.4M +$2.26M +19,811 +11%
BG
180
Bollard Group
Massachusetts
$25.4M +$191K +1,678 +0.8%
Public Sector Pension Investment Board (PSP Investments)
181
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.3M -$8.89M -77,975 -27%
FHA
182
First Horizon Advisors
Tennessee
$25.3M +$18.3M +160,562 +345%
GGI
183
Godsey & Gibb Inc
Virginia
$24.9M +$253K +2,220 +1%
DekaBank Deutsche Girozentrale
184
DekaBank Deutsche Girozentrale
Germany
$24.7M -$48.9K -429 -0.2%
MIM
185
MetLife Investment Management
New Jersey
$24.6M -$339K -2,972 -1%
QCM
186
QRG Capital Management
Illinois
$24.5M +$2.06M +18,065 +10%
PI
187
PineBridge Investments
New York
$23.9M -$1.73M -15,172 -7%
SFM
188
Stack Financial Management
Montana
$23.8M -$403K -3,533 -2%
CA
189
CapWealth Advisors
Tennessee
$23.6M +$600K +5,260 +3%
SA
190
Sanctuary Advisors
Indiana
$23.4M +$215K +1,885 +1%
APG Asset Management
191
APG Asset Management
Netherlands
$23.4M -$4.08M -35,797 -15%
UB
192
UMB Bank
Missouri
$23.1M +$63.5K +557 +0.3%
BF
193
BOK Financial
Oklahoma
$22.6M +$1.49M +13,051 +8%
OAM
194
Oppenheimer Asset Management
New York
$22.5M +$27.6K +242 +0.1%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$22.5M +$3.71M +32,549 +21%
IMRF
196
Illinois Municipal Retirement Fund
Illinois
$22.1M -$10.3M -90,780 -33%
Calamos Advisors
197
Calamos Advisors
Illinois
$21.8M +$227K +1,990 +1%
CNB
198
Czech National Bank
Czech Republic
$21.7M +$1.22M +10,745 +6%
NAM
199
NorthCrest Asset Manangement
Minnesota
$21.7M +$322K +2,823 +2%
Mirae Asset Global ETFs Holdings
200
Mirae Asset Global ETFs Holdings
Hong Kong
$21.5M -$6.25M -54,800 -24%

DUK Hedge Fund Activity: Q1 2025 in Review

2,265 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2025, worth a combined $64.2B — up 17% from $55B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new DUK positions and 121 closed out — a net gain of 106 holders — while 929 added to existing stakes and 779 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.16B. The largest seller was Wellington Management Group, cutting an estimated $214M.

  • 2,265 institutional investors held Duke Energy (DUK) as of Q1 2025, up from 2,200 in Q4 2024.
  • Funds reported $64.2B of Duke Energy stock for Q1 2025, up 17% quarter-over-quarter.
  • 227 funds opened new Duke Energy positions in Q1 2025 and 121 closed out, a net change of +106 holders.
  • The largest Duke Energy buyer in Q1 2025 was GQG Partners, an estimated $1.16B added.
  • The largest Duke Energy seller in Q1 2025 was Wellington Management Group, an estimated $214M sold.

Based on aggregated 13F filings for Q1 2025.