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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
AFM
2351
Armstrong Fleming & Moore
District of Columbia
-$222K -2,062 Closed
CNTOF
2352
Canandaigua National Trust of Florida
New York
-$220K -2,044 Closed
BDF
2353
Black Diamond Financial
Maryland
-$210K -1,951 Closed
KIM
2354
Kestra Investment Management
Texas
-$209K -1,937 Closed
DC
2355
Diametric Capital
Massachusetts
-$204K -1,897 Closed
EIA
2356
Edgemoor Investment Advisors
Maryland
-$201K -1,870 Closed
PCS
2357
Private Client Services
Kentucky
-$200K -1,857 Closed
FWI
2358
Facet Wealth Inc
Maryland
-$204K -1,771 Closed
NWWA
2359
New Wave Wealth Advisors
Arkansas
-$135K -1,258 Closed
ACM
2360
Aster Capital Management
United Arab Emirates
-$93.2K -865 Closed
CPBTD
2361
Central Pacific Bank - Trust Division
Hawaii
-$89.7K -833 Closed
CBT
2362
CoreFirst Bank & Trust
Kansas
-$73.5K -682 Closed
MFG
2363
Menard Financial Group
Texas
-$63.2K -587 Closed
VIA
2364
Virtus Investment Advisers
Connecticut
-$57.6K -535 Closed
AFM
2365
Aspetuck Financial Management
Connecticut
-$41.8K -388 Closed
PCWA
2366
Pacific Capital Wealth Advisors
California
-$34.2K -317 Closed
OC
2367
Oarsman Capital
Wisconsin
-$33.5K -311 Closed
MA
2368
Modus Advisors
Minnesota
-$22.1K -205 Closed
AS
2369
Altshuler Shaham
Israel
-$20.6K -191 Closed
EC
2370
Elequin Capital
New York
-$20.4K -189 Closed
RTC
2371
Riverview Trust Company
Washington
-$18.9K -175 Closed
FP
2372
Financial Perspectives
Minnesota
-$18.1K -168 Closed
MCM
2373
MidAtlantic Capital Management
Virginia
-$16.7K -155 Closed
TCG
2374
Transcendent Capital Group
Oklahoma
-$15.2K -141 Closed
CJL
2375
Cyrus J. Lawrence
New York
-$13K -121 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.