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Duke Energy
DUK

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: 23 → 30 (+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: 2,200 → 2,265 (+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

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$304M
3
Raymond James Financial
Raymond James Financial
Florida
+$262M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$191M
5
Goldman Sachs
Goldman Sachs
New York
+$176M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$214M
2
Cohen & Steers
Cohen & Steers
New York
-$172M
3
ECM
ExodusPoint Capital Management
New York
-$164M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$143M
5
American Century Companies
American Century Companies
Missouri
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2226
Ameliora Wealth Management
Switzerland
$6.1K – – –
IHWM
2227
Iron Horse Wealth Management
Iowa
$5.98K +$5.58K +49 New
SHIM
2228
Stone House Investment Management
Pennsylvania
$5.49K +$5.13K +45 New
CWP
2229
Clark Wealth Partners
Illinois
$4.76K +$4.45K +39 New
BWM
2230
Bernard Wealth Management
Michigan
$4.51K +$4.22K +37 New
CWM
2231
Consultiva Wealth Management
Puerto Rico
$4.15K – – –
SIM
2232
Synergy Investment Management
Florida
$4.15K – – –
PWA
2233
Principia Wealth Advisory
Texas
$4.07K +$1.37K +12 +52%
UIC
2234
Uniplan Investment Counsel
Wisconsin
$3.96K +$3.65K +32 New
EAM
2235
Eukles Asset Management
Ohio
$3.42K – – –
CB
2236
Community Bank
New York
$3.29K – – –
WW
2237
Winnow Wealth
Texas
$2.95K +$1.03K +9 +56%
IMC
2238
Investment Management Corporation
Virginia
$2.93K – – –
GC
2239
Garde Capital
Washington
$2.81K +$2.62K +23 New
CAM
2240
Creekmur Asset Management
Illinois
$2.68K -$1.82K -16 -42%
GWMI
2241
Guardian Wealth Management (Illinois)
Illinois
$2.58K – – –
SPF
2242
South Plains Financial
Texas
$2.32K -$14.8K -130 -87%
TFA
2243
Transamerica Financial Advisors
Florida
$2K -$114 -1 -8%
SIC
2244
SJS Investment Consulting
Ohio
$1.95K +$114 +1 +7%
NC
2245
North Capital
Utah
$1.95K +$1.82K +16 New
MHIP
2246
Mountain Hill Investment Partners
New Jersey
$1.84K – – –
RJA
2247
Ross\Johnson & Associates
Minnesota
$1.83K +$1.71K +15 New
TCA
2248
Trifecta Capital Advisors
Illinois
$1.59K – – –
BHWM
2249
Bay Harbor Wealth Management
Maryland
$1.58K +$1.48K +13 New
ACM
2250
Anfield Capital Management
California
$1.46K – – –
88 89
90
91 92

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.