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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 %
HH
576
Hilltop Holdings
Texas
$3.26M +$67.4K +553 +2%
ONSWM
577
Old North State Wealth Management
North Carolina
$3.25M +$154K +1,261 +5%
EF
578
Empirical Finance
Pennsylvania
$3.24M +$53.4K +438 +2%
RP
579
Rowlandmiller & Partners
Georgia
$3.24M +$41.3K +339 +1%
VA
580
Vident Advisory
Georgia
$3.21M +$1.36M +11,135 +73%
SIG
581
Stonegate Investment Group
Alabama
$3.21M +$242K +1,984 +8%
FSA
582
Franklin Street Advisors
North Carolina
$3.2M -$13.4K -110 -0.4%
BFG
583
Bleakley Financial Group
New Jersey
$3.18M +$214K +1,758 +7%
MCM
584
Mill Capital Management
North Carolina
$3.17M +$122 +1 +0%
FPAS
585
Focus Partners Advisor Solutions
Missouri
$3.16M +$276K +2,259 +10%
VNIM
586
Vaughan Nelson Investment Management
Texas
$3.15M – – –
TL
587
Tradewinds LLC
North Carolina
$3.15M +$1.34K +11 +0%
DAS
588
Dynamic Advisor Solutions
Arizona
$3.12M +$106K +866 +4%
EH
589
Equitable Holdings
New York
$3.11M +$333K +2,733 +12%
LOPW
590
Live Oak Private Wealth
North Carolina
$3.11M +$55.6K +456 +2%
WP
591
WealthShield Partners
North Carolina
$3.09M +$712K +5,837 +30%
ET
592
Equitable Trust
Tennessee
$3.08M -$10.4K -85 -0.3%
MOS
593
MGO One Seven
Ohio
$3.05M -$77.9K -639 -2%
ECM
594
Everence Capital Management
Indiana
$3.05M – – –
DFCM
595
Dark Forest Capital Management
Puerto Rico
$3.04M +$3.04M +24,953 New
CA
596
Cullinan Associates
Kentucky
$3.04M -$199K -1,629 -6%
AF
597
Apollon Financial
South Carolina
$3.03M -$60.7K -498 -2%
EWM
598
Evercore Wealth Management
New York
$3.03M -$17.9K -147 -0.6%
UCB
599
United Community Bank
South Carolina
$3.03M +$2.2M +18,020 +265%
NGA
600
Naples Global Advisors
Florida
$3.02M -$86K -705 -3%
22 23
24
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