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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 %
RIA
601
Regal Investment Advisors
Michigan
$3.02M -$780K -6,397 -21%
NMIMC
602
Northwestern Mutual Investment Management Company
Wisconsin
$3.01M +$18.9K +155 +0.6%
CV
603
Counterweight Ventures
North Carolina
$3M +$57.4K +471 +2%
CWM
604
Congress Wealth Management
Massachusetts
$3M +$1.82M +15,682 +154%
SIC
605
Shoker Investment Counsel
Ohio
$2.99M +$72.2K +592 +2%
APC
606
Aspire Private Capital
North Carolina
$2.98M -$42.1K -345 -1%
OQS
607
Occudo Quantitative Strategies
Florida
$2.98M +$1.92M +16,082 +181%
JFL
608
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.97M -$61K -500 -2%
OCM
609
Orleans Capital Management
Louisiana
$2.96M +$12.1K +99 +0.4%
AC
610
Allstate Corporation
Illinois
$2.91M +$99.2K +813 +4%
AA
611
ABC Arbitrage
France
$2.9M +$2.9M +23,748 New
ONST
612
Old North State Trust
North Carolina
$2.9M – – –
HFBOT
613
Home Federal Bank of Tennessee
Tennessee
$2.88M – – –
SBH
614
Segall Bryant & Hamill
Illinois
$2.88M – – –
SSA
615
Schonfeld Strategic Advisors
New York
$2.87M -$2.48M -20,314 -46%
BBA
616
BLB&B Advisors
Pennsylvania
$2.87M -$51K -418 -2%
GW
617
Griffith & Werner
Georgia
$2.87M +$147K +1,204 +5%
Kovitz Investment Group Partners
618
Kovitz Investment Group Partners
Illinois
$2.86M +$133K +1,092 +5%
KF
619
KKM Financial
Illinois
$2.86M +$90.7K +744 +3%
RB
620
Rodgers Brothers
Pennsylvania
$2.86M -$4.03K -33 -0.1%
HCM
621
Hall Capital Management
Rhode Island
$2.86M +$76.5K +627 +3%
FC
622
Forte Capital
New York
$2.83M +$69.4K +569 +3%
EF
623
Empowered Funds
Pennsylvania
$2.83M +$463K +3,797 +20%
IA
624
IFP Advisors
Florida
$2.82M -$50.5K -414 -2%
GS
625
GTS Securities
New York
$2.8M +$2.23M +18,280 +389%
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