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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
PAM
201
Panagora Asset Management
Massachusetts
$21.5M +$16.8M +147,789 +520%
BC
202
Bruce & Co
Illinois
$21.4M -$2.28M -20,000 -10%
Universal-Beteiligungs- und Servicegesellschaft
203
Universal-Beteiligungs- und Servicegesellschaft
Germany
$21.4M +$177K +1,549 +0.9%
Daiwa Securities Group
204
Daiwa Securities Group
Japan
$21.3M +$8.26M +72,474 +71%
CF
205
Corebridge Financial
Texas
$21.1M -$509K -4,466 -3%
WIC
206
Woodmont Investment Counsel
Tennessee
$21.1M +$638K +5,593 +3%
Verition Fund Management
207
Verition Fund Management
Connecticut
$20.9M -$79.1M -693,823 -80%
II
208
IFM Investors
Australia
$20.7M -$5.43M -47,634 -22%
SPIA
209
Steward Partners Investment Advisory
New York
$20.7M +$6.07M +53,209 +46%
KAS
210
Kestra Advisory Services
Texas
$20.6M +$1.65M +14,480 +9%
Retirement Systems of Alabama
211
Retirement Systems of Alabama
Alabama
$20.3M -$56.5K -496 -0.3%
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$20.2M -$3.05M -26,759 -14%
CF
213
Clarity Financial
Texas
$20.1M +$1.55M +13,639 +9%
SCM
214
Sone Capital Management
New York
$20.1M +$11.3M +99,540 +152%
LMIM
215
Lockheed Martin Investment Management
Maryland
$19.8M +$3.02M +26,470 +19%
Bank Julius Baer & Co
216
Bank Julius Baer & Co
Switzerland
$19.6M +$16M +140,076 +628%
IGAM
217
iA Global Asset Management
Quebec, Canada
$19.6M +$8.22M +72,137 +81%
NA
218
NewEdge Advisors
Louisiana
$19.6M +$993K +8,711 +6%
ACA
219
Aptus Capital Advisors
Alabama
$19.4M +$2.99M +26,230 +20%
BCI
220
Brinker Capital Investments
Pennsylvania
$19.2M +$487K +4,270 +3%
OPS
221
Orion Portfolio Solutions
Nebraska
$19.2M +$487K +4,270 +3%
DILIC
222
Dai-ichi Life Insurance Company
Japan
$19M -$252K -2,209 -1%
TIAA Trust, National Association
223
TIAA Trust, National Association
North Carolina
$18.9M +$1.09M +9,561 +7%
LWANC
224
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.7M +$536K +4,703 +3%
AB
225
Amalgamated Bank
New York
$18.7M +$208K +1,828 +1%

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.