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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
BBL
2276
Beck Bode LLC
Massachusetts
– -$14.9M -138,639 Closed
CPCPP
2277
Canada Post Corporation Pension Plan
Canada
– -$11M -101,825 Closed
BHCM
2278
Brevan Howard Capital Management
Jersey
– -$10.2M -94,893 Closed
HF
2279
HRT Financial
New York
– -$7.92M -73,559 Closed
ET
2280
Entropy Technologies
New York
– -$6.08M -56,437 Closed
ACG
2281
Aventail Capital Group
New York
– -$5.39M -50,000 Closed
CM
2282
Crestline Management
Texas
– -$5.39M -50,000 Closed
TCM
2283
Teza Capital Management
Illinois
– -$4.6M -42,680 Closed
Tudor Investment Corp
2284
Tudor Investment Corp
Connecticut
– -$4.75M -41,686 Closed
ACM
2285
Aquatic Capital Management
Illinois
– -$4.11M -38,136 Closed
IMC Chicago
2286
IMC Chicago
Illinois
– -$3.62M -31,750 Closed
WAM
2287
Wolverine Asset Management
Illinois
– -$3.58M -31,418 Closed
Voloridge Investment Management
2288
Voloridge Investment Management
Florida
– -$2.84M -26,322 Closed
PHK
2289
Point72 Hong Kong
Hong Kong
– -$2.38M -22,115 Closed
QCM
2290
Qsemble Capital Management
New York
– -$2.11M -19,570 Closed
FRM
2291
Fox Run Management
Connecticut
– -$1.93M -17,910 Closed
YIH
2292
Y-Intercept (HK)
Hong Kong
– -$1.78M -16,508 Closed
CFGS
2293
Concourse Financial Group Securities
Alabama
– -$1.77M -16,244 Closed
EP
2294
Essential Planning
New Hampshire
– -$1.81M -15,850 Closed
SF
2295
Symphony Financial
Texas
– -$1.62M -14,672 Closed
FHB
2296
First Hawaiian Bank
Hawaii
– -$1.58M -14,633 Closed
UOTTAIMCU
2297
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$1.4M -12,959 Closed
AIM
2298
Aigen Investment Management
New York
– -$1.25M -11,593 Closed
HT
2299
Headlands Technologies
Illinois
– -$1.2M -11,159 Closed
ONB
2300
Old National Bancorp
Indiana
– -$1.15M -10,650 Closed
90 91
92
93 94

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.