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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.09B +$191M +1,676,061 +2%
BlackRock
2
BlackRock
New York
$7.7B +$66.7M +585,098 +0.9%
State Street
3
State Street
Massachusetts
$4.94B +$91.2M +800,086 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.24B +$56M +491,658 +3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.21B +$1.12M +9,829 +0.1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.73B -$214M -1,877,010 -12%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.73B +$304M +2,670,364 +23%
Morgan Stanley
8
Morgan Stanley
New York
$1.4B +$36.8M +322,685 +3%
GQG Partners
9
GQG Partners
Florida
$1.25B +$1.16B +10,192,503 +17,880%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.09B +$47.6M +418,014 +5%
Bank of America
11
Bank of America
North Carolina
$1.06B +$138M +1,213,468 +16%
Charles Schwab
12
Charles Schwab
California
$1.06B +$10.7M +93,699 +1%
Northern Trust
13
Northern Trust
Illinois
$994M +$17.4M +152,542 +2%
Franklin Resources
14
Franklin Resources
California
$886M -$82.3M -722,040 -9%
Legal & General Group
15
Legal & General Group
United Kingdom
$747M +$20.7M +181,449 +3%
N
16
Nuveen
North Carolina
$702M +$105M +919,683 +19%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$620M -$8.03M -70,424 -1%
Capital Research Global Investors
18
Capital Research Global Investors
California
$600M -$78.4M -687,595 -12%
Raymond James Financial
19
Raymond James Financial
Florida
$593M +$262M +2,300,948 +90%
Invesco
20
Invesco
Georgia
$541M -$60.5M -531,132 -11%
Goldman Sachs
21
Goldman Sachs
New York
$532M +$176M +1,542,852 +55%
UBS AM
22
UBS AM
Illinois
$443M +$50M +438,754 +14%
UBS Group
23
UBS Group
Switzerland
$440M +$129M +1,131,910 +46%
Wells Fargo
24
Wells Fargo
California
$436M -$2.85M -24,992 -0.7%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$435M

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.