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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
EDRH
2051
Edmond de Rothschild Holding
Switzerland
$81.4K
PCTC
2052
Perkins Coie Trust Company
Washington
$79.8K +$570 +5 +0.8%
FC
2053
Fairscale Capital
New Hampshire
$78.1K
JGIA
2054
Jackson Grant Investment Advisers
Connecticut
$77.6K
LI
2055
LRI Investments
Florida
$77.5K
OP
2056
ORG Partners
Indiana
$77.1K -$68.1K -597 -48%
WSCM
2057
Wellington Shields Capital Management
New York
$76.8K -$2.17K -19 -3%
PP
2058
PFS Partners
New Jersey
$76.6K +$570 +5 +0.8%
IRAG
2059
Investment Research & Advisory Group
Georgia
$76.5K +$114 +1 +0.2%
PSFG
2060
Park Square Financial Group
Georgia
$74.5K -$570 -5 -0.8%
SFGP
2061
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$73.1K -$4.67K -41 -6%
FDCP
2062
Foster Dykema Cabot & Partners
Massachusetts
$72.9K
1M
2063
1248 Management
Missouri
$71.6K +$66.9K +587 New
BWAM
2064
Boyd Watterson Asset Management
Ohio
$71.5K -$10.1K -89 -13%
BAM
2065
Bellevue Asset Management
Washington
$70.5K +$114 +1 +0.2%
GWP
2066
Gen-Wealth Partners
Michigan
$69.8K -$6.27K -55 -9%
FGA
2067
Fortis Group Advisors
New Jersey
$69.5K
GA
2068
GoalVest Advisory
New York
$69.2K +$114 +1 +0.2%
FWA
2069
Flagship Wealth Advisors
Massachusetts
$68.7K
BGAI
2070
Bruce G. Allen Investments
Colorado
$68.5K -$1.03K -9 -2%
MMCM
2071
Murphy & Mullick Capital Management
New York
$67.7K +$228 +2 +0.4%
CA
2072
Centerpoint Advisors
Massachusetts
$67K -$46.5K -408 -42%
VEA
2073
Virtus ETF Advisers
New York
$65.3K +$61K +535 New
C
2074
Covestor
United Kingdom
$65K +$11.2K +98 +22%
BHWM
2075
Beaird Harris Wealth Management
Texas
$63.8K

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.