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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
AC
2326
ASB Consultores
Florida
-$405K -3,756 Closed
WKSWA
2327
White Knight Strategic Wealth Advisors
New Jersey
-$399K -3,700 Closed
ACM
2328
Alethea Capital Management
Washington
-$395K -3,662 Closed
WPW
2329
Waldron Private Wealth
Pennsylvania
-$382K -3,548 Closed
PIAS
2330
PCA Investment Advisory Services
Ohio
-$382K -3,543 Closed
ACP
2331
Aveo Capital Partners
Colorado
-$348K -3,234 Closed
WAM
2332
Weiss Asset Management
Massachusetts
-$344K -3,191 Closed
SCA
2333
Stokes Capital Advisors
South Carolina
-$343K -3,179 Closed
NCFG
2334
New Century Financial Group
New Jersey
-$333K -3,094 Closed
Financial Engines Advisors
2335
Financial Engines Advisors
California
-$325K -3,012 Closed
FC
2336
FORA Capital
Florida
-$312K -2,897 Closed
XT
2337
XTX Topco
Cayman Islands
-$309K -2,869 Closed
Optiver Holding
2338
Optiver Holding
Netherlands
-$285K -2,644 Closed
FMC
2339
First Merchants Corp
Indiana
-$273K -2,532 Closed
LBC
2340
Leigh Baldwin & Co
New York
-$257K -2,389 Closed
VCM
2341
Voleon Capital Management
California
-$257K -2,384 Closed
RT
2342
Rockland Trust
Massachusetts
-$256K -2,373 Closed
AIIMS
2343
Analyst IMS Investment Management Services
Israel
-$255K -2,367 Closed
CGFA
2344
Colton Groome Financial Advisors
North Carolina
-$251K -2,331 Closed
SWM
2345
Shepherd Wealth Management
Ohio
-$240K -2,230 Closed
BRG
2346
Bay Rivers Group
Virginia
-$240K -2,224 Closed
TIM
2347
Thor Investment Management
Ohio
-$237K -2,198 Closed
SCA
2348
Sulzberger Capital Advisors
Florida
-$234K -2,170 Closed
NB
2349
Nicolet Bankshares
Wisconsin
-$224K -2,080 Closed
ODG
2350
O'Dell Group
Ohio
-$223K -2,069 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.