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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 %
PP
351
Patten & Patten
Tennessee
$7.7M -$60.3K -494 -0.8%
CLGM
352
Capitolis Liquid Global Markets
New York
$7.67M +$7.67M +62,900 New
Arrowstreet Capital
353
Arrowstreet Capital
Massachusetts
$7.63M -$44.9M -368,097 -85%
PFS
354
Prospera Financial Services
Texas
$7.63M -$522K -4,276 -6%
MSU
355
Mizuho Securities USA
New York
$7.58M -$1.35M -11,080 -15%
WTB
356
Washington Trust Bank
Washington
$7.56M +$202K +1,658 +3%
GI
357
GLOBALT Investments
Georgia
$7.47M +$53.1K +435 +0.7%
WF
358
Welch & Forbes
Massachusetts
$7.45M -$169K -1,385 -2%
OHIS
359
Oak Harvest Investment Services
Texas
$7.39M +$34.3K +281 +0.5%
BA
360
BCM Advisors
Louisiana
$7.34M – – –
RC
361
Resolution Capital
Australia
$7.32M +$519K +4,255 +8%
EP
362
Edgestream Partners
New Jersey
$7.29M +$6.89M +56,524 +1,742%
TRSOTSOK
363
Teachers Retirement System of the State of Kentucky
Kentucky
$7.28M +$297K +2,432 +4%
KBC Group
364
KBC Group
Belgium
$7.27M -$374K -3,068 -5%
CSP
365
Cary Street Partners
Virginia
$7.21M +$3.49M +28,636 +94%
CIA
366
Capital Investment Advisors
Georgia
$7.19M +$168K +1,376 +2%
GFM
367
GF Fund Management
China
$7.09M +$183K +1,502 +3%
CT
368
Colonial Trust
South Carolina
$7.08M +$137K +1,127 +2%
VLKIM
369
Van Lanschot Kempen Investment Management
Netherlands
$7.03M -$4.62M -37,839 -40%
PFA
370
Pathway Financial Advisers
Indiana
$7.02M -$95.3K -781 -1%
AFWM
371
AMJ Financial Wealth Management
Virginia
$7M +$7M +57,375 New
NIM
372
NEOS Investment Management
Connecticut
$6.96M +$1.27M +10,395 +22%
Brown Advisory
373
Brown Advisory
Maryland
$6.94M -$209K -1,717 -3%
FFA
374
Founders Financial Alliance
North Carolina
$6.77M +$155K +1,267 +2%
AI
375
Atria Investments
North Carolina
$6.74M +$26.1K +214 +0.4%
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