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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 %
SYBT
501
Stock Yards Bank & Trust
Kentucky
$4.19M -$113K -929 -3%
BG
502
Bahl & Gaynor
Ohio
$4.17M +$192K +1,577 +5%
SAMC
503
Spectrum Asset Management (California)
California
$4.17M -$14.4K -118 -0.3%
MCB
504
Morton Community Bank
Illinois
$4.17M +$44K +361 +1%
NB
505
Norinchukin Bank
Japan
$4.17M +$478K +3,920 +13%
FDP
506
Financiere des Professionnels
Quebec, Canada
$4.14M -$172K -1,411 -4%
IIM
507
INTECH Investment Management
Florida
$4.14M +$1.08M +8,872 +35%
LCM
508
Logan Capital Management
Pennsylvania
$4.14M +$1.46K +12 +0%
LSA
509
L & S Advisors
California
$4.13M +$16.1K +132 +0.4%
RIL
510
Rothschild Investment LLC
Illinois
$4.11M +$170K +1,395 +4%
CC
511
Constitution Capital
Connecticut
$4.07M +$262K +2,150 +7%
FWP
512
FAS Wealth Partners
Kansas
$4.07M +$148K +1,210 +4%
PA
513
Pinnacle Associates
New York
$4.06M -$195K -1,599 -5%
TAM
514
Townsend Asset Management
North Carolina
$4.06M +$111K +912 +3%
CAM
515
Close Asset Management
United Kingdom
$4.05M -$24.4K -200 -0.6%
AUB
516
Atlantic Union Bankshares
Virginia
$4.04M -$136K -1,119 -3%
RFM
517
Royal Fund Management
Florida
$4.04M -$14.6K -118 -0.4%
PT
518
Plimoth Trust
Massachusetts
$4.03M +$118K +966 +3%
NS
519
NBC Securities
Alabama
$4.02M +$4.02M +32,929 +109,763%
FNB
520
Farmers National Bank
Kentucky
$4.02M +$383K +3,143 +11%
AAIM
521
American Assets Investment Management
California
$3.98M – – –
SFS
522
Sowell Financial Services
Arkansas
$3.98M +$54.3K +445 +1%
AWM
523
Axxcess Wealth Management
California
$3.97M +$35K +287 +0.9%
Credit Agricole
524
Credit Agricole
France
$3.96M -$6.81M -55,839 -63%
BCV
525
Banque Cantonale Vaudoise
Switzerland
$3.96M +$3.96M +32,499 New
19 20
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