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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 %
Robeco Institutional Asset Management
251
Robeco Institutional Asset Management
Netherlands
$15.6M -$1.97M -16,179 -11%
BMO
252
Beck Mack & Oliver
New York
$15.4M +$130K +1,066 +0.9%
GP
253
Guardian Partners
Canada
$15.2M -$3.28K -27 -0%
UIM
254
USS Investment Management
United Kingdom
$15.2M -$11M -90,400 -42%
TC
255
TownSquare Capital
Utah
$15M +$442K +3,621 +3%
ProShare Advisors
256
ProShare Advisors
Maryland
$14.9M -$1.2M -9,800 -7%
BCM
257
Brookstone Capital Management
Illinois
$14.8M +$558K +4,574 +4%
CFIA
258
Cantor Fitzgerald Investment Advisors
New York
$14.7M -$1.83M -15,002 -11%
SCM
259
SIR Capital Management
New York
$14.7M +$14.7M +120,200 New
GAM
260
Gotham Asset Management
New York
$14.5M +$4.92M +40,320 +51%
PFP
261
Pinnacle Financial Partners
Tennessee
$14.5M +$1.3M +11,445 +10%
IIM
262
Intact Investment Management
Quebec, Canada
$14.3M – – –
YCM
263
Yousif Capital Management
Michigan
$14.2M -$164K -1,346 -1%
Capital Fund Management (CFM)
264
Capital Fund Management (CFM)
France
$14.1M -$2.63M -21,551 -16%
SCA
265
Stonebridge Capital Advisors
Minnesota
$14.1M +$211K +1,727 +2%
VI
266
Vestcor Inc
New Brunswick, Canada
$14.1M -$652K -5,346 -4%
PFSRSONJ
267
Police & Firemen's Retirement System of New Jersey
New Jersey
$13.7M – – –
X
268
Xponance
Pennsylvania
$13.7M +$230K +1,889 +2%
HAI
269
Hennessy Advisors Inc
California
$13.6M -$671K -5,500 -5%
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$13.1M +$658K +5,391 +5%
AAS
271
Avantax Advisory Services
Texas
$13.1M +$391K +3,208 +3%
GWM
272
Geneos Wealth Management
Colorado
$12.9M +$6.46M +52,974 +100%
Janus Henderson Group
273
Janus Henderson Group
United Kingdom
$12.7M +$1.04M +8,735 +9%
IMCOOI
274
Investment Management Corp of Ontario (IMCO)
Canada
$12.7M +$2.96M +24,238 +30%
VPIM
275
Vanguard Personalized Indexing Management
California
$12.7M +$1.04M +8,551 +9%
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