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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
CFP
2201
Comprehensive Financial Planning
Pennsylvania
$12.7K
GPI
2202
General Partner Inc
Pennsylvania
$12.3K
GK
2203
Graney & King
New York
$12.2K
LC
2204
Lavaca Capital
Texas
$12.2K
MWA
2205
Miller Wealth Advisors
Colorado
$12.2K
BGC
2206
Beutel, Goodman & Co
Ontario, Canada
$12K +$11.4K +100 New
W
2207
WealthCollab
Washington
$11.2K +$7.18K +63 +217%
DCM
2208
Davis Capital Management
Florida
$11.1K
TWD
2209
True Wealth Design
Ohio
$10.5K +$6.61K +58 +207%
AWM
2210
Accredited Wealth Management
Kentucky
$10.2K +$9.57K +84 New
OAJ
2211
Ogorek Anthony Joseph
New York
$10K +$10.1K +89 New
RS
2212
Rakuten Securities
Japan
$9.64K -$23.8K -209 -73%
UWM
2213
USAdvisors Wealth Management
Minnesota
$9K
HHGA
2214
Halbert Hargrove Global Advisors
California
$8.17K +$7.64K +67 New
DPW
2215
DiNuzzo Private Wealth
Pennsylvania
$8.05K -$1.71K -15 -19%
EA
2216
Evolution Advisers
Virginia
$8K +$3.08K +27 +61%
MCI
2217
MRP Capital Investments
Georgia
$7.68K
AP
2218
Aspect Partners
Virginia
$7.68K
CWA
2219
Carolina Wealth Advisors
South Carolina
$7.68K
PWM
2220
Parkworth Wealth Management
California
$7.45K -$22.8K -200 -77%
MSWA
2221
Marshall & Sterling Wealth Advisors
New York
$7.44K +$6.95K +61 New
RF
2222
Robinswood Financial
Washington
$6.58K
GFL
2223
Granite FO LLC
New Hampshire
$6.1K
MDA
2224
Minot DeBlois Advisors
Massachusetts
$6.1K
CIAS
2225
CBIZ Investment Advisory Services
Ohio
$6.1K +$5.7K +50 New

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.