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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 %
PCM
376
Parsons Capital Management
Rhode Island
$6.72M – – –
Allianz Asset Management
377
Allianz Asset Management
Germany
$6.69M +$4.8M +39,342 +253%
KFP
378
KMG Fiduciary Partners
Ohio
$6.69M +$331K +2,715 +5%
DIA
379
Dean Investment Associates
Ohio
$6.68M -$694K -5,689 -9%
CCM
380
Coldstream Capital Management
Washington
$6.66M +$154K +1,259 +2%
PSP
381
Principal Street Partners
Tennessee
$6.62M +$234K +1,922 +4%
UM
382
UniSuper Management
Australia
$6.6M +$219K +1,794 +3%
TRCT
383
Tower Research Capital (TRC)
New York
$6.53M +$43.3K +355 +0.7%
CCP
384
Clough Capital Partners
Massachusetts
$6.51M +$792K +6,497 +14%
UBP
385
Union Bancaire Privee
Switzerland
$6.47M +$869K +7,866 +16%
ECM
386
Estabrook Capital Management
New York
$6.44M -$58.1K -476 -0.9%
ASN
387
Advisory Services Network
Georgia
$6.43M -$1.62M -13,257 -20%
KRS
388
Kentucky Retirement Systems
Kentucky
$6.43M -$43.4K -356 -0.7%
MDCM
389
Morgan Dempsey Capital Management
Wisconsin
$6.42M -$703K -5,761 -10%
Fayez Sarofim & Co
390
Fayez Sarofim & Co
Texas
$6.41M -$120K -986 -2%
PMG
391
ProVise Management Group
Florida
$6.41M -$48.7K -399 -0.8%
JIC
392
Johnson Investment Counsel
Ohio
$6.37M +$947K +7,765 +17%
BPA
393
Beacon Pointe Advisors
California
$6.37M +$45.9K +376 +0.7%
FTC
394
Farmers Trust Company
Ohio
$6.34M +$26.7K +219 +0.4%
ATC
395
Argent Trust Co
Tennessee
$6.34M -$80K -656 -1%
SCM
396
Sterling Capital Management
North Carolina
$6.33M -$710K -5,819 -10%
HEIP
397
Hudson Edge Investment Partners
New Jersey
$6.32M -$321K -2,630 -5%
SSWM
398
Smith Salley Wealth Management
North Carolina
$6.31M +$28.3K +232 +0.5%
Pacer Advisors
399
Pacer Advisors
Pennsylvania
$6.3M -$3.62M -29,645 -36%
TPCW
400
TD Private Client Wealth
New York
$6.3M +$221K +1,808 +4%
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