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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 %
BL
301
BCWM LLC
Kansas
$11.1M +$20.5K +168 +0.2%
William Blair & Company
302
William Blair & Company
Illinois
$11.1M -$286K -2,346 -3%
SOADOR
303
State of Alaska Department of Revenue
Alaska
$11.1M +$342K +2,805 +3%
BIA
304
Biondo Investment Advisors
Pennsylvania
$11.1M +$307K +2,514 +3%
MOACM
305
Mutual of America Capital Management
New York
$11M -$281K -2,301 -2%
LW
306
Linscomb Wealth
Texas
$11M +$124K +1,020 +1%
RRAM
307
River Road Asset Management
Kentucky
$10.9M -$568K -4,654 -5%
FCBT
308
First Citizens Bank & Trust
North Carolina
$10.8M +$860K +7,049 +9%
BB
309
Bell Bank
North Dakota
$10.7M +$378K +3,103 +4%
NAAA
310
New Age Alpha Advisors
New York
$10.7M -$1.73M -14,212 -14%
TF
311
Tompkins Financial
New York
$10.4M -$98.8K -810 -0.9%
AIM
312
Anchor Investment Management
South Carolina
$9.94M +$32.9K +270 +0.3%
OGC
313
Oak Grove Capital
New Hampshire
$9.76M -$1.19M -9,750 -11%
CIAS
314
Capital Investment Advisory Services
North Carolina
$9.68M +$213K +1,745 +2%
RBC
315
Romano Brothers & Co
Illinois
$9.68M -$445K -3,646 -4%
AIMC
316
Alley Investment Management Company
Illinois
$9.4M +$72K +590 +0.8%
WA
317
Waverly Advisors
Alabama
$9.33M +$1.06M +8,655 +13%
CM
318
Churchill Management
California
$9.18M +$5.73K +47 +0.1%
WB
319
WesBanco Bank
West Virginia
$9.12M +$1.73M +14,161 +23%
PAG
320
Private Advisor Group
New Jersey
$9.11M -$148K -1,215 -2%
SCTC
321
Sanibel Captiva Trust Company
Florida
$9.02M -$192K -1,573 -2%
CNB
322
Camden National Bank
Maine
$8.91M -$205K -1,681 -2%
HWM
323
HB Wealth Management
Georgia
$8.88M +$498K +4,086 +6%
AG
324
Advocate Group
Minnesota
$8.87M -$394K -3,234 -4%
NEAM
325
New England Asset Management
Connecticut
$8.73M +$646K +5,300 +8%
11 12
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