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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 %
PFS
551
Physicians Financial Services
North Carolina
$3.7M +$1.32M +10,788 +55%
CCM
552
Cohen Capital Management
California
$3.68M – – –
SFP
553
Shepherd Financial Partners
Massachusetts
$3.66M +$152K +1,246 +4%
AWM
554
AE Wealth Management
Kansas
$3.66M +$164K +1,346 +5%
BPC
555
Banque Pictet & Cie
Switzerland
$3.66M – – –
CCG
556
Cypress Capital Group
Florida
$3.59M +$1.2M +9,815 +50%
EWA
557
EP Wealth Advisors
California
$3.54M +$56.6K +464 +2%
EFMC
558
Empire Financial Management Company
New York
$3.47M +$216K +1,770 +7%
TYCC
559
Texas Yale Capital Corp
Florida
$3.46M -$11.5K -94 -0.3%
FFP
560
FourThought Financial Partners
Florida
$3.45M +$468K +3,836 +16%
AG
561
Ascent Group
Virginia
$3.42M +$506K +4,146 +17%
TCWA
562
Turtle Creek Wealth Advisors
Texas
$3.42M +$3.42M +28,062 New
AMG
563
Advisors Management Group
Wisconsin
$3.4M -$27.1K -222 -0.8%
SFG
564
SevenBridge Financial Group
Pennsylvania
$3.39M +$742K +6,405 +28%
SW
565
SVB Wealth
Massachusetts
$3.38M +$851K +6,978 +34%
MA
566
Montag & Associates
Georgia
$3.37M -$157K -1,284 -4%
SSWM
567
Sheets Smith Wealth Management
North Carolina
$3.36M +$10.4K +85 +0.3%
BCM
568
Birmingham Capital Management
Alabama
$3.34M -$273K -2,241 -8%
GC
569
Guardian Capital
Ontario, Canada
$3.33M – – –
PCIA
570
Prime Capital Investment Advisors
Kansas
$3.32M -$209K -1,712 -6%
HAG
571
HighPoint Advisor Group
Illinois
$3.31M +$117K +960 +4%
CA
572
CGN Advisors
Kansas
$3.3M +$318K +2,610 +11%
FHWM
573
Fox Hill Wealth Management
Massachusetts
$3.3M +$112K +920 +4%
PFM
574
Premier Fund Managers
United Kingdom
$3.28M -$299K -2,500 -8%
WG
575
Wealth Group
North Carolina
$3.27M +$478K +3,921 +17%
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