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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
JFA
2151
JNBA Financial Advisors
Minnesota
$27.2K -$6.04K -53 -19%
NEWAS
2152
N.E.W. Advisory Services
Wisconsin
$27.2K +$25.4K +223 New
BCPWM
2153
Bradley & Co Private Wealth Management
Florida
$27.1K
WF
2154
Wayfinding Financial
Washington
$27K +$25.9K +227 New
AWM
2155
Atticus Wealth Management
Florida
$27K -$57K -500 -69%
AWM
2156
Activest Wealth Management
Florida
$25.9K +$12K +105 +98%
WA
2157
WestEnd Advisors
North Carolina
$25.8K -$458K -4,015 -95%
PCM
2158
Perritt Capital Management
Illinois
$25.5K -$3.76K -33 -14%
TTIC
2159
Tower Trust & Investment Company
Iowa
$25.3K +$23.6K +207 New
KSWA
2160
Kathleen S. Wright Associates
Pennsylvania
$25.1K
SWA
2161
SOA Wealth Advisors
New York
$25K -$5.58K -49 -19%
IA
2162
IFS Advisors
Kansas
$24.4K
PCC
2163
Park Circle Company
Maryland
$24.4K
MEG
2164
Millstone Evans Group
Colorado
$23.7K
FFL
2165
Financial Freedom LLC
Ohio
$23.4K
DIP
2166
DT Investment Partners
Pennsylvania
$23.2K
PFG
2167
Putney Financial Group
California
$22.9K
MAS
2168
MPWM Advisory Solutions
Georgia
$22.8K
1NWS
2169
1 North Wealth Services
Maryland
$22.3K +$20.9K +183 New
FCG
2170
Financial Connections Group
California
$22K
DF
2171
Dunhill Financial
United Kingdom
$22K -$1.71K -15 -8%
ACA
2172
American Capital Advisory
Idaho
$22K +$1.6K +14 +8%
SA
2173
SRH Advisors
Kansas
$21.3K
ACM
2174
Accent Capital Management
Ohio
$21.3K +$19.9K +175 New
BFP
2175
Briaud Financial Planning
Texas
$21K

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.