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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
T
2101
Tidemark
California
$45.7K -$12.3K -108 -22%
APW
2102
Acima Private Wealth
Virginia
$44.9K
MCA
2103
Midwest Capital Advisors
Michigan
$44.8K
TIM
2104
Tortoise Investment Management
New York
$44.2K
PP
2105
Pacifica Partners
Canada
$44.1K
TFGT
2106
TS Financial Group (TSFG)
Illinois
$44K +$31.8K +279 +358%
TFM
2107
TFC Financial Management
Massachusetts
$43K
FCT
2108
First Community Trust
Iowa
$42.4K
TFA
2109
Toth Financial Advisory
Virginia
$42.2K +$9.46K +83 +32%
LD
2110
Lipe & Dalton
New York
$42K
MSG
2111
Main Street Group
Virginia
$40.6K -$2.39K -21 -6%
RPA
2112
Redwood Park Advisors
California
$40.6K
CNBT
2113
Cornerstone National Bank & Trust
Illinois
$40.6K
OCM
2114
Orion Capital Management
California
$40.6K
BIA
2115
Bell Investment Advisors
California
$40.5K +$7.29K +64 +24%
CWM
2116
Centricity Wealth Management
Ohio
$40.5K
HI
2117
Hoey Investments
Pennsylvania
$40.3K
MC
2118
Montag & Caldwell
Georgia
$40.3K
CH
2119
Canton Hathaway
Rhode Island
$40K -$16K -140 -30%
FIM
2120
FWL Investment Management
Texas
$39.5K
FWA
2121
FSC Wealth Advisors
New York
$39.5K +$342 +3 +0.9%
WAS
2122
Winch Advisory Services
Wisconsin
$38.8K +$228 +2 +0.6%
AWM
2123
Abound Wealth Management
Tennessee
$38.8K -$38.3K -336 -51%
GWSA
2124
Global Wealth Strategies & Associates
Colorado
$38.7K
CFS
2125
CGC Financial Services
Oregon
$37.6K

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.