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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
FC
2301
Farringdon Capital
United Kingdom
– -$1.14M -10,604 Closed
WWA
2302
WCG Wealth Advisors
Nevada
– -$1.09M -10,113 Closed
MIM
2303
Morningstar Investment Management
Illinois
– -$983K -9,128 Closed
MC
2304
Machina Capital
France
– -$954K -8,854 Closed
BS
2305
Banco Santander
Spain
– -$823K -7,643 Closed
UFF
2306
USA Financial Formulas
Michigan
– -$804K -7,460 Closed
Walleye Capital
2307
Walleye Capital
New York
– -$812K -7,126 Closed
LJAC
2308
L.J. Altfest & Co
New York
– -$661K -6,135 Closed
FTUS
2309
Flow Traders U.S.
New York
– -$651K -6,044 Closed
CC
2310
Centiva Capital
New York
– -$620K -5,750 Closed
OAM
2311
Oxford Asset Management
United Kingdom
– -$528K -4,900 Closed
FDDB
2312
Fidelity D&D Bancorp
Pennsylvania
– -$507K -4,703 Closed
MS
2313
Maven Securities
Jersey
– -$535K -4,691 Closed
QT
2314
Quantbot Technologies
New York
– -$504K -4,678 Closed
TVM
2315
True Vision MN
Minnesota
– -$502K -4,661 Closed
1C
2316
111 Capital
France
– -$491K -4,561 Closed
BIP
2317
Blueprint Investment Partners
North Carolina
– -$476K -4,416 Closed
WG
2318
Winton Group
United Kingdom
– -$464K -4,311 Closed
LIM
2319
Longfellow Investment Management
Massachusetts
– -$459K -4,262 Closed
RS
2320
R Squared
Hong Kong
– -$455K -4,220 Closed
DA
2321
Denali Advisors
California
– -$453K -4,200 Closed
TSS
2322
Two Sigma Securities
New York
– -$452K -4,197 Closed
GIM
2323
Guardian Investment Management
California
– -$441K -4,089 Closed
CCG
2324
Catalina Capital Group
California
– -$413K -3,829 Closed
VF
2325
Virtu Financial
New York
– -$408K -3,791 Closed
91 92
93
94 95

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.