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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
GFPC
2126
Global Financial Private Client
Florida
$37.4K +$1.14K +10 +3%
GTAM
2127
Global Trust Asset Management
Florida
$37.4K -$11.6K -102 -25%
NWM
2128
Nova Wealth Management
Florida
$37.1K +$2.51K +22 +8%
SCB
2129
Saudi Central Bank
Saudi Arabia
$37.1K +$34.7K +304 New
IWP
2130
IAG Wealth Partners
Wisconsin
$36.6K -$8.44K -74 -20%
ANBT
2131
American National Bank & Trust
Texas
$36.2K +$33.9K +297 New
CWM
2132
Compass Wealth Management
Connecticut
$35.4K
CFG
2133
CKW Financial Group
Hawaii
$35K
WCM
2134
WealthTrak Capital Management
Virginia
$34.9K +$1.14K +10 +4%
PWMG
2135
Private Wealth Management Group
New Jersey
$34.9K -$15.4K -135 -32%
CCM
2136
Chilton Capital Management
Texas
$34.6K -$5.36K -47 -14%
KIG
2137
Kessler Investment Group
Indiana
$34.4K -$7.13M -62,526 -100%
WAM
2138
WFA Asset Management
Wisconsin
$33.2K -$570 -5 -1%
OW
2139
Olistico Wealth
Oklahoma
$31.8K -$2.28K -20 -7%
CAM
2140
Chesapeake Asset Management
New York
$31.5K
SWP
2141
SIMA Wealth Partners
Virginia
$31.4K
FNWA
2142
Financial Network Wealth Advisors
Utah
$30.9K +$22.6K +198 +360%
VWM
2143
Vermillion Wealth Management
Minnesota
$30.5K
MFS
2144
Mattson Financial Services
Michigan
$29.8K
LWMI
2145
Legacy Wealth Management (Idaho)
Idaho
$29.3K
LWCFA
2146
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.1K
PWMG
2147
Prestige Wealth Management Group
New Jersey
$28.9K +$228 +2 +0.9%
FPF
2148
First Pacific Financial
Washington
$28.5K
S
2149
Sachetta
Massachusetts
$27.7K -$14.2K -125 -36%
SJIM
2150
St. Johns Investment Management
Florida
$27.6K

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.