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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
SAM
1976
Shell Asset Management
Netherlands
$183K
MAM
1977
Morse Asset Management
Connecticut
$183K
MIA
1978
MeadowBrook Investment Advisors
Michigan
$182K
RF
1979
Rossby Financial
Florida
$180K -$42.2K -370 -20%
GJIA
1980
Glass Jacobson Investment Advisors
Maryland
$179K
VNA
1981
Valley National Advisers
Pennsylvania
$177K -$2.62K -23 -2%
FFO
1982
Fortitude Family Office
Arizona
$175K -$24.7K -217 -13%
MWA
1983
Medallion Wealth Advisors
Connecticut
$174K -$37.2K -326 -19%
DCBT
1984
Dakota Community Bank & Trust
North Dakota
$171K -$4.67K -41 -3%
VFM
1985
Vision Financial Markets
Connecticut
$170K
ADL
1986
Asset Dedication LLC
California
$170K +$1.48K +13 +0.9%
VC
1987
Vestor Capital
Illinois
$169K -$114 -1 -0.1%
CFFP
1988
Center for Financial Planning
Michigan
$167K -$4.33K -38 -3%
TCM
1989
TruNorth Capital Management
Michigan
$167K +$48.8K +428 +46%
IWM
1990
IMG Wealth Management
Florida
$166K
PWA
1991
Physician Wealth Advisors
Utah
$165K +$684 +6 +0.4%
RWA
1992
Redmont Wealth Advisors
Illinois
$164K +$154K +1,347 New
WPA
1993
Wealth Preservation Advisors
Tennessee
$163K +$153K +1,338 New
KB
1994
Kimelman & Baird
New York
$162K
PWAM
1995
Private Wealth Asset Management
Iowa
$161K +$151K +1,323 New
NECFA
1996
New England Capital Financial Advisors
Connecticut
$160K
HCM
1997
Hollencrest Capital Management
California
$152K
CWM
1998
Cranbrook Wealth Management
Michigan
$150K
SAM
1999
S.A. Mason
Michigan
$148K
RWM
2000
Ruedi Wealth Management
Illinois
$147K

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.