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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
SFCL
2251
Strengthening Families & Communities LLC
Massachusetts
$1.22K
OCM
2252
Osterweis Capital Management
California
$1.22K +$1.14K +10 New
VWA
2253
Valued Wealth Advisors
Utah
$1.11K
PMAM
2254
Picton Mahoney Asset Management
Ontario, Canada
$1K -$569K -4,992 -100%
CIAM
2255
Caitong International Asset Management
Hong Kong
$854 -$66K -579 -99%
BCM
2256
Blume Capital Management
California
$854 +$798 +7 New
RI
2257
Ridgewood Investments
New Jersey
$610 -$2.28K -20 -80%
HWM
2258
HighMark Wealth Management
Minnesota
$610
BFS
2259
Bare Financial Services
Pennsylvania
$488 +$456 +4 New
YDMI
2260
Y.D. More Investments
Israel
$404 -$5.81K -51 -4%
WOC
2261
West Oak Capital
California
$382
HIA
2262
HFM Investment Advisors
New Jersey
$366 +$342 +3 New
LB
2263
Legacy Bridge
Iowa
$174 +$114 +1 New
MAM
2264
Meeder Asset Management
Ohio
$122 -$43.8K -384 -100%
BA
2265
Bellwether Advisors
Nebraska
$122 +$114 +1 New
BLC
2266
Brown, Lisle/Cummings
Rhode Island
$122 +$114 +1 New
ECM
2267
ExodusPoint Capital Management
New York
-$164M -1,520,504 Closed
MMA
2268
Mizuho Markets Americas
New York
-$64.6M -600,000 Closed
Jennison Associates
2269
Jennison Associates
New York
-$45.5M -422,527 Closed
TC
2270
TwinBeech Capital
New York
-$41.6M -386,363 Closed
JCM
2271
Junto Capital Management
New York
-$40.1M -372,195 Closed
CCM
2272
Cinctive Capital Management
New York
-$34.4M -319,628 Closed
DRZID
2273
DePrince Race & Zollo Inc (DRZ)
Florida
-$24.2M -224,338 Closed
IG
2274
ING Group
Netherlands
-$22M -203,913 Closed
CSS
2275
Cubist Systematic Strategies
Connecticut
-$17.3M -151,663 Closed

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.