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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 %
BIAS
401
Beacon Investment Advisory Services
New Jersey
$6.26M +$468K +3,837 +8%
MCC
402
Money Concepts Capital
Florida
$6.26M +$357K +2,927 +6%
MC
403
Moors & Cabot
Massachusetts
$6.25M +$1.46K +12 +0%
PP
404
Prudential plc
United Kingdom
$6.21M -$2.24M -18,343 -26%
CA
405
Clearstead Advisors
Ohio
$6.2M +$1.01M +8,283 +19%
CIA
406
Covington Investment Advisors
Pennsylvania
$6.2M +$162K +1,325 +3%
BPAMU
407
BTG Pactual Asset Management US
New York
$6.16M -$6.4M -52,455 -51%
IC
408
IEQ Capital
California
$6.16M +$2.06M +16,871 +50%
EA
409
Ellsworth Advisors
Ohio
$6.1M +$68.4K +561 +1%
JPWM
410
Jamison Private Wealth Management
Georgia
$6.09M +$71.8K +589 +1%
FLI
411
Family Legacy Inc
South Carolina
$6.05M -$17.2K -141 -0.3%
OIA
412
OneDigital Investment Advisors
Kansas
$6M +$17.1K +140 +0.3%
EFIC
413
Eliot Finkel Investment Counsel
California
$5.99M -$76.8K -630 -1%
CTC
414
Central Trust Company
Missouri
$5.94M -$154K -1,262 -3%
SBWIC
415
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.93M -$189K -1,547 -3%
SC
416
SouthState Corp
Florida
$5.89M +$199K +1,628 +3%
BFA
417
Benedict Financial Advisors
Georgia
$5.88M +$60.9K +499 +1%
OL
418
one8zero8 LLC
North Carolina
$5.81M -$2.14M -17,554 -27%
RDWM
419
Red Door Wealth Management
Tennessee
$5.8M +$520K +4,263 +10%
HIMCH
420
Hartford Investment Management Co (HIMCO)
Connecticut
$5.77M -$32.4K -266 -0.6%
AssetMark Inc
421
AssetMark Inc
California
$5.77M +$1.1M +9,042 +24%
D.E. Shaw & Co
422
D.E. Shaw & Co
New York
$5.77M -$39.7M -325,319 -87%
QWM
423
Quadcap Wealth Management
Texas
$5.72M +$28.9K +237 +0.5%
PTC
424
Philadelphia Trust Company
Pennsylvania
$5.72M -$2.35M -19,302 -29%
CPIG
425
Chicago Partners Investment Group
Illinois
$5.63M +$112K +911 +2%
15 16
17
18 19