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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 %
NYLIM
276
New York Life Investment Management
New York
$12.6M +$17.8K +146 +0.1%
KHCM
277
Kettle Hill Capital Management
New York
$12.6M +$12.6M +102,921 New
FNBT
278
FineMark National Bank & Trust
Florida
$12.5M +$10.4K +85 +0.1%
Public Employees Retirement Association of Colorado
279
Public Employees Retirement Association of Colorado
Colorado
$12.5M -$19.3K -158 -0.2%
AF
280
Allworth Financial
California
$12.4M +$1.22M +10,084 +11%
RWP
281
RWA Wealth Partners
Massachusetts
$12.3M -$610K -5,002 -5%
Pathstone Holdings
282
Pathstone Holdings
New Jersey
$12.3M +$791K +6,488 +7%
BWL
283
Bogart Wealth LLC
Virginia
$12.1M +$359K +2,944 +3%
AM
284
AGF Management
Ontario, Canada
$12M -$320K -2,625 -3%
CIA
285
CCM Investment Advisers
South Carolina
$11.9M +$1.72M +14,087 +17%
LBC
286
Lowe Brockenbrough & Co
Virginia
$11.8M +$1.14M +9,336 +11%
JFG
287
Jefferies Financial Group
New York
$11.8M +$11.5M +94,202 +3,854%
BNP Paribas Asset Management
288
BNP Paribas Asset Management
France
$11.7M -$35.1M -426,697 -75%
OC
289
Oppenheimer & Co
New York
$11.6M +$88.9K +729 +0.8%
KeyBank National Association
290
KeyBank National Association
Ohio
$11.6M +$44.3K +363 +0.4%
ERSOT
291
Employees Retirement System of Texas
Texas
$11.5M +$11.5M +94,338 New
GCM
292
Greenland Capital Management
New York
$11.5M -$2.07M -16,982 -15%
JWCA
293
J.W. Cole Advisors
Florida
$11.5M +$6.96M +57,044 +155%
VRS
294
Virginia Retirement Systems
Virginia
$11.5M +$11.5M +93,900 New
TPSF
295
Texas Permanent School Fund
Texas
$11.4M +$11.4M +93,776 New
CWM
296
CIBC World Markets
New York
$11.4M -$3.47M -28,418 -23%
JCM
297
Janney Capital Management
Pennsylvania
$11.4M -$609K -4,994 -5%
ACIM
298
Azimuth Capital Investment Management
Michigan
$11.3M +$287K +2,356 +3%
AWS
299
Atria Wealth Solutions
New York
$11.2M -$1.16M -9,478 -9%
SC
300
Savant Capital
Illinois
$11.1M +$922K +7,563 +9%
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