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 %
RMC
626
Resources Management Corp
Connecticut
$2.8M -$1.95K -16 -0.1%
WCAMG
627
Woodard & Company Asset Management Group
North Carolina
$2.78M +$195K +1,600 +8%
KTC
628
Kentucky Trust Company
Kentucky
$2.78M -$3.66K -30 -0.1%
FDCDDQ
629
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.78M +$1.22M +10,022 +79%
WANY
630
Wealthspire Advisors (New York)
New York
$2.78M -$168K -1,377 -6%
SFS
631
Stiles Financial Services
Minnesota
$2.76M +$9.03K +74 +0.3%
ISB
632
Iowa State Bank
Iowa
$2.76M -$197K -1,617 -7%
BTC
633
Bank & Trust Company
Illinois
$2.76M -$77.9K -639 -3%
EWM
634
Empirical Wealth Management
Washington
$2.76M +$2.25M +18,488 +449%
VIM
635
Vinva Investment Management
Australia
$2.75M +$124K +1,036 +5%
MMHP
636
Murphy Middleton Hinkle & Parker
Georgia
$2.75M -$732 -6 -0%
CFD
637
Creative Financial Designs
Indiana
$2.74M +$2.81K +23 +0.1%
KRSITF
638
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.74M -$312K -2,557 -10%
LDB
639
Lee, Danner & Bass
Tennessee
$2.74M -$97.6K -800 -3%
SVWAG
640
Sound View Wealth Advisors Group
Georgia
$2.73M -$10.4K -85 -0.4%
CC
641
Cornerstone Capital
California
$2.73M -$27.1K -222 -1%
DWM
642
Dakota Wealth Management
Florida
$2.71M -$8.54K -70 -0.3%
BCP
643
Berkeley Capital Partners
Georgia
$2.68M +$121K +996 +5%
SB
644
Strategic Blueprint
Georgia
$2.67M +$144K +1,183 +6%
Holocene Advisors
645
Holocene Advisors
New York
$2.67M -$991K -8,122 -27%
DZ Bank
646
DZ Bank
Germany
$2.65M +$2.51M +20,604 +1,823%
HI
647
Harbour Investments
Wisconsin
$2.65M +$68.2K +559 +3%
WIA
648
World Investment Advisors
California
$2.62M +$213K +1,743 +9%
MIM
649
Marshall Investment Management
Colorado
$2.61M +$80.6K +661 +3%
AA
650
Armis Advisers
Georgia
$2.61M +$2.05M +16,828 +372%
24 25
26
27 28