DUK icon

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 %
SIC
526
Salem Investment Counselors
North Carolina
$3.96M -$896K -7,348 -18%
SSWG
527
Seven Springs Wealth Group
Tennessee
$3.93M -$589K -4,826 -13%
FB
528
Fulton Bank
Pennsylvania
$3.92M -$57.9K -475 -1%
GCA
529
Greenwood Capital Associates
South Carolina
$3.9M +$111K +912 +3%
B
530
Bailard
California
$3.88M -$14.9K -122 -0.4%
SB
531
Simmons Bank
Arkansas
$3.87M -$250K -2,048 -6%
AWA
532
Arkadios Wealth Advisors
Georgia
$3.85M +$2.29M +18,781 +147%
TNBTD
533
Trustmark National Bank Trust Department
Mississippi
$3.84M +$336K +2,752 +10%
SCA
534
Snowden Capital Advisors
New York
$3.84M +$206K +1,688 +6%
CA
535
Carson Advisory
Georgia
$3.83M -$26.5K -217 -0.7%
PI
536
PFG Investments
New York
$3.83M +$18.9K +155 +0.5%
HWAM
537
Hennion & Walsh Asset Management
New Jersey
$3.81M +$229K +1,874 +6%
DW30
538
Drucker Wealth 3.0
New Jersey
$3.78M -$336K -2,754 -8%
LA
539
Lynch & Associates
Indiana
$3.77M -$52.2K -428 -1%
SCM
540
Schnieders Capital Management
California
$3.77M -$207K -1,700 -5%
WSFS
541
Wilmington Savings Fund Society
Delaware
$3.77M -$57.8K -474 -2%
ACM
542
Argyle Capital Management
Pennsylvania
$3.77M +$7.32K +60 +0.2%
TSWM
543
Triangle Securities Wealth Management
North Carolina
$3.76M +$28.7K +235 +0.8%
SGC
544
Slocum, Gordon & Co
Rhode Island
$3.76M – – –
IWC
545
Integrated Wealth Concepts
Massachusetts
$3.75M +$68.5K +562 +2%
GAG
546
Goodman Advisory Group
Massachusetts
$3.74M -$276K -2,260 -7%
CA
547
Cornerstone Advisors
North Carolina
$3.73M -$744K -6,100 -17%
CCT
548
Chemung Canal Trust
New York
$3.73M +$1.99M +16,321 +114%
PA
549
Profund Advisors
Maryland
$3.73M -$1.36M -11,160 -27%
SWP
550
Sagespring Wealth Partners
Tennessee
$3.72M +$740K +6,069 +25%
20 21
22
23 24