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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$1.16B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$304M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$262M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$191M |
| 5 |
Goldman Sachs
New York
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$214M |
| 2 |
Cohen & Steers
New York
|
-$172M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$164M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$143M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$118M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
2376
Fedenia Advisers
Madison,
Wisconsin
| – | -$9.48K | -88 | Closed |
|
|
LP
2377
LMR Partners
London,
United Kingdom
| – | -$7.87K | -69 | Closed |
|
2378
Capstone Investment Advisors
New York
| – | -$7.64K | -67 | Closed |
|
|
FIA
2379
FPC Investment Advisory
Petaluma,
California
| – | -$7.5K | -67 | Closed |
|
|
CJ
2380
Caitlin John
Brighton,
Michigan
| – | -$6.83K | -63 | Closed |
|
|
TCM
2381
Tributary Capital Management
Omaha,
Nebraska
| – | -$5.39K | -50 | Closed |
|
|
PP
2382
Pingora Partners
Wilson,
Wyoming
| – | -$2.69K | -25 | Closed |
|
|
FLP
2383
Financial Life Planners
Tempe,
Arizona
| – | -$2.15K | -20 | Closed |
|
|
EBA
2384
Eagle Bay Advisors
New York
| – | -$1.83K | -17 | Closed |
|
|
SAM
2385
Sherman Asset Management
Ventura,
California
| – | -$862 | -8 | Closed |
|
|
CAIM
2386
Catherine Avery Investment Management
Longboat Key,
Florida
| – | -$646 | -6 | Closed |
|
|
SMAM
2387
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| – | -$539 | -5 | 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.