We are live on ! Find out more
DUK icon

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
ECM
2176
Eisler Capital Management
United Kingdom
$20.6K -$612K -5,372 -97%
PWM
2177
Proathlete Wealth Management
Florida
$20.5K +$19.1K +168 New
SRCM
2178
Signature Resources Capital Management
California
$20.2K
DFA
2179
DHJJ Financial Advisors
Illinois
$20.1K
MWM
2180
Mascoma Wealth Management
New Hampshire
$19.8K
LSA
2181
Leonteq Securities AG
Switzerland
$19.4K -$373K -3,272 -95%
STB
2182
S&T Bank
Pennsylvania
$19.3K +$2.85K +25 +19%
HFM
2183
Harvest Fund Management
China
$19K +$10.6K +93 +155%
CFS
2184
Compass Financial Services
Iowa
$18.3K +$17.1K +150 New
RWPA
2185
Richard W. Paul & Associates
Michigan
$18.1K
RAM
2186
Ramirez Asset Management
New York
$17.6K
CPG
2187
Cornerstone Planning Group
New Jersey
$17.5K +$3.08K +27 +23%
FFA
2188
Frazier Financial Advisors
Ohio
$16.7K
CAC
2189
Core Alternative Capital
Georgia
$16.6K -$13K -114 -46%
SC
2190
Swan Capital
Florida
$16.3K
FGAM
2191
Financial Gravity Asset Management
Texas
$16.3K +$15.3K +134 New
ETS
2192
ESL Trust Services
New York
$16K
WTFG
2193
Wood Tarver Financial Group
Idaho
$14.9K
HNW
2194
High Note Wealth
Minnesota
$14.8K
PC
2195
Promus Capital
Illinois
$14.3K
RWML
2196
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$13.9K
AAG
2197
Accordant Advisory Group
Maryland
$13.7K
HWP
2198
Highline Wealth Partners
California
$13.5K +$10K +88 +383%
RTL
2199
Red Tortoise LLC
Georgia
$13.3K
WFA
2200
West Financial Advisors
Iowa
$13.2K

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.