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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
SWIM
2001
Smallwood Wealth Investment Management
New Jersey
$147K +$137K +1,204 New
AF
2002
Atala Financial
California
$147K
NRG
2003
Nemes Rush Group
Michigan
$141K -$3.42K -30 -3%
HCMG
2004
Howard Capital Management Group
California
$140K
RMP
2005
Richards, Merrill & Peterson
Washington
$139K +$11.2K +98 +9%
QL
2006
Quarry LP
New York
$137K +$128K +1,121 New
IWA
2007
Icon Wealth Advisors
Texas
$136K -$24.7K -217 -16%
CCM
2008
Cutler Capital Management
Massachusetts
$135K +$6.27K +55 +5%
NMG
2009
New Millennium Group
Utah
$134K +$342 +3 +0.3%
CT
2010
Coastline Trust
Rhode Island
$134K
AWM
2011
AllSquare Wealth Management
New York
$132K
WB
2012
Webster Bank
Connecticut
$129K
PIS
2013
POM Investment Strategies
North Carolina
$126K +$103K +907 +698%
PSB
2014
Piscataqua Savings Bank
New Hampshire
$126K
BAM
2015
Byrne Asset Management
New Jersey
$124K
CWM
2016
Copia Wealth Management
Oregon
$124K +$106K +933 +1,111%
IRC
2017
Investors Research Corp
Georgia
$122K -$114 -1 -0.1%
GWSG
2018
GPS Wealth Strategies Group
Colorado
$119K
MTIC
2019
Missouri Trust & Investment Company
Missouri
$118K -$11.4K -100 -9%
KA
2020
Kozak & Associates
Colorado
$118K +$1.03K +9 +0.9%
CM
2021
Capula Management
Cayman Islands
$116K +$109K +954 New
BSB
2022
Bangor Savings Bank
Maine
$115K -$21.1K -185 -16%
KFI
2023
Key Financial Inc
Pennsylvania
$115K -$28.5K -250 -21%
AIM
2024
Acropolis Investment Management
Missouri
$114K +$106K +932 New
CMP
2025
Coston McIsaac & Partners
Maine
$111K +$9.8K +86 +10%

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.