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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
TFIPS
2026
Towarzystwo Funduszy Inwestycyjnych PZU SA
$107K
CAL
2027
Capital Advisors Ltd
Ohio
$107K -$2.17K -19 -2%
AA
2028
Addison Advisors
Vermont
$106K -$26K -228 -21%
PMFA
2029
Plante Moran Financial Advisors
Michigan
$106K -$76K -667 -43%
HIW
2030
Holos Integrated Wealth
Pennsylvania
$104K
BOJHT
2031
Bank of Jackson Hole Trust
Wyoming
$101K
GCM
2032
GKV Capital Management
California
$97.6K
LI
2033
Louisbourg Investments
New Brunswick, Canada
$97.6K
WA
2034
WPG Advisers
Maryland
$97.3K -$17.9K -157 -16%
PPA
2035
Painted Porch Advisors
California
$96.2K -$27.4K -240 -23%
WPWM
2036
Western Pacific Wealth Management
Illinois
$95.5K
CMBA
2037
C.M. Bidwell & Associates
Hawaii
$94.6K +$4.56K +40 +5%
ZRP
2038
Zynergy Retirement Planning
New Jersey
$93.9K +$99.4K +872 New
FDW
2039
Fourth Dimension Wealth
Ohio
$93.7K +$11.4K +100 +15%
AEPWM
2040
Atlantic Edge Private Wealth Management
Florida
$93.6K +$5.7K +50 +7%
MFT
2041
Moisand Fitzgerald Tamayo
Florida
$93.1K
WIM
2042
Westside Investment Management
California
$92.7K
WAG
2043
Wiser Advisor Group
Arizona
$91.8K -$119K -1,043 -58%
PGAM
2044
Princeton Global Asset Management
New Jersey
$90.3K -$51.2K -449 -38%
CP
2045
Canopy Partners
Ohio
$90.1K +$9.01K +79 +12%
RA
2046
Rise Advisors
New York
$89.7K +$34.2K +300 +69%
CTWM
2047
Cherry Tree Wealth Management
Minnesota
$89.5K -$4.56K -40 -5%
LIA
2048
Luken Investment Analytics
Tennessee
$87.9K
LFA
2049
LGT Financial Advisors
Texas
$87.9K +$684 +6 +0.8%
GKIM
2050
GW&K Investment Management
Massachusetts
$84K +$30.4K +267 +64%

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.