DUK icon

Duke Energy
DUK

Overview Fund Activity

2,235 hedge funds and large institutions have $64.2B invested in Duke Energy in 2025 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 915 increasing their positions, 770 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
+59
Holders Change %
+2.71%
% of All Funds
30.35%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.41%
New
226
Increased
915
Reduced
770
Closed
119
Calls
$980M
Puts
$445M
Net Calls
+$536M
Net Calls Change
+$455M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.24B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$326M
3
Raymond James Financial
Raymond James Financial
Florida
+$281M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
Goldman Sachs
Goldman Sachs
New York
+$188M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$229M
2
Cohen & Steers
Cohen & Steers
New York
-$184M
3
ECM
ExodusPoint Capital Management
New York
-$164M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$153M
5
American Century Companies
American Century Companies
Missouri
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
226
Canal Insurance Company
South Carolina
$18.3M – – –
CIBC World Market
227
CIBC World Market
Ontario, Canada
$18.2M +$8.67M +71,063 +91%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$18.2M -$26M -224,579 -59%
NAM
229
Nissay Asset Management
Japan
$18.2M +$544K +4,464 +3%
BCIM
230
British Columbia Investment Management
British Columbia, Canada
$18M -$17.7K -145 -0.1%
Squarepoint
231
Squarepoint
New York
$18M -$45M -369,289 -71%
P
232
&Partners
Tennessee
$17.8M +$1.66M +13,919 +10%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$17.6M +$3.54M +29,028 +25%
Citadel Advisors
234
Citadel Advisors
Florida
$17.2M -$101M -829,398 -85%
SF
235
Synovus Financial
Georgia
$17.2M +$277K +2,272 +2%
Hudson Bay Capital Management
236
Hudson Bay Capital Management
Connecticut
$17.1M -$1.99M -16,331 -10%
IMPI
237
Ilmarinen Mutual Pension Insurance
Finland
$17.1M +$366K +3,000 +2%
AWAG
238
ARS Wealth Advisors Group
Florida
$16.9M -$12.1K -99 -0.1%
CAMG
239
CWA Asset Management Group
Florida
$16.6M -$944K -7,741 -5%
SDIC
240
South Dakota Investment Council
South Dakota
$16.5M – – –
IAA
241
Independent Advisor Alliance
North Carolina
$16.5M +$145K +1,191 +0.9%
JF
242
Jump Financial
Illinois
$16.4M +$15.4M +126,621 +1,582%
CTA
243
Colonial Trust Advisors
South Carolina
$16.2M +$924K +7,578 +6%
Wealthfront Advisers
244
Wealthfront Advisers
California
$16.2M +$3.64M +29,880 +29%
WIC
245
Willis Investment Counsel
Georgia
$16.1M +$2.54M +20,802 +19%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$16.1M +$1.38M +11,340 +9%
Mirae Asset Global Investments
247
Mirae Asset Global Investments
South Korea
$16.1M +$7.83M +65,605 +95%
QCM
248
Quantinno Capital Management
New York
$15.9M +$7.14M +58,498 +81%
FCI
249
Financial Counselors Inc
Kansas
$15.8M -$3.58M -29,334 -18%
URS
250
Utah Retirement Systems
Utah
$15.6M – – –
8 9
10
11 12