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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 %
Federated Hermes
26
Federated Hermes
Pennsylvania
$424M +$33.1M +271,125 +8%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$421M -$9.22M -75,608 -2%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$390M +$25.5M +209,183 +7%
Barclays
29
Barclays
United Kingdom
$332M +$185M +1,518,823 +126%
American Century Companies
30
American Century Companies
Missouri
$323M -$127M -1,038,431 -28%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$321M +$27.8M +228,052 +10%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$319M -$43.6M -357,523 -12%
Macquarie Group
33
Macquarie Group
Australia
$310M -$58.8M -482,291 -16%
Amundi
34
Amundi
France
$309M +$135K +1,092 +0%
Mitsubishi UFJ Trust & Banking
35
Mitsubishi UFJ Trust & Banking
Japan
$275M -$24.5M -201,081 -8%
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$275M -$6.72M -55,127 -2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$266M -$342K -2,800 -0.1%
CWP
38
Capital Wealth Planning
Florida
$265M +$12.7M +103,838 +5%
CCM
39
Cullen Capital Management
New York
$258M -$3.16M -25,882 -1%
First Trust Advisors
40
First Trust Advisors
Illinois
$251M +$47.9M +393,055 +24%
National Pension Service
41
National Pension Service
South Korea
$244M +$16M +131,151 +7%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$237M +$5.86M +48,052 +3%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$228M +$1.76M +14,397 +0.8%
LPL Financial
44
LPL Financial
California
$220M +$18.4M +150,856 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
45
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$203M +$32.3M +265,206 +19%
Deutsche Bank
46
Deutsche Bank
Germany
$195M +$11M +89,924 +6%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$193M +$13.1M +107,215 +7%
Ensign Peak Advisors
48
Ensign Peak Advisors
Utah
$188M +$3.14M +25,775 +2%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$186M -$8.04M -66,137 -4%
ZP
50
Zimmer Partners
New York
$184M -$62.9M -515,971 -25%
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