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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 %
Lido Advisors
476
Lido Advisors
California
$4.62M +$583K +4,781 +14%
TA
477
Townsend & Associates
Colorado
$4.62M -$187K -1,554 -4%
AHIA
478
Andrew Hill Investment Advisors
Florida
$4.61M +$3.56M +29,153 +339%
BFA
479
Bragg Financial Advisors
North Carolina
$4.59M +$93.6K +767 +2%
Lazard Asset Management
480
Lazard Asset Management
New York
$4.59M +$733K +6,012 +19%
GS
481
GWN Securities
Florida
$4.58M +$2.49M +20,443 +119%
LFAS
482
Level Four Advisory Services
Texas
$4.55M +$576K +4,719 +14%
MCM
483
MAI Capital Management
Ohio
$4.53M -$13.5K -111 -0.3%
TMAM
484
Tokio Marine Asset Management
Japan
$4.53M +$146K +1,194 +3%
TI
485
Trexquant Investment
Connecticut
$4.51M +$4.51M +36,954 New
CAG
486
Csenge Advisory Group
Florida
$4.48M +$221K +1,818 +5%
N
487
Natixis
France
$4.43M +$4.43M +36,468 New
IA
488
IFG Advisory
Georgia
$4.41M +$213K +1,744 +5%
Nisa Investment Advisors
489
Nisa Investment Advisors
Missouri
$4.4M -$164K -1,342 -4%
MSRPS
490
Maryland State Retirement & Pension System
Maryland
$4.4M -$669K -5,486 -13%
SAM
491
Strategy Asset Managers
California
$4.4M +$108K +884 +3%
NMERB
492
New Mexico Educational Retirement Board
New Mexico
$4.4M -$85.4K -700 -2%
PAM
493
Pegasus Asset Management
New York
$4.38M +$166K +1,357 +4%
SCM
494
Shelton Capital Management
Colorado
$4.37M -$85.4K -700 -2%
SFA
495
Sequoia Financial Advisors
Ohio
$4.37M +$8.9K +73 +0.2%
PS
496
Principal Securities
Iowa
$4.32M +$8.84K +82 +0.2%
TCM
497
Twin Capital Management
Pennsylvania
$4.3M -$92.2K -756 -2%
TCOT
498
Trust Company of Toledo
Ohio
$4.26M +$931K +7,637 +28%
BTI
499
Blue Trust Inc
Georgia
$4.24M +$111K +909 +3%
MIM
500
Marco Investment Management
Georgia
$4.21M -$18.7K -153 -0.4%
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