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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 %
HCP
651
Hardin Capital Partners
South Carolina
$2.59M +$34.8K +285 +1%
RP
652
Rice Partnership
Hawaii
$2.58M +$2.58M +21,176 New
CWMS
653
Cannon Wealth Management Services
North Carolina
$2.58M +$188K +1,536 +8%
CWG
654
Cornerstone Wealth Group
North Carolina
$2.57M +$28.4K +233 +1%
DGM
655
Delta Global Management
New York
$2.55M +$2.55M +20,926 New
PMIA
656
Patrick Mauro Investment Advisor
Illinois
$2.55M -$118K -968 -4%
HA
657
Hamel Associates
New Jersey
$2.55M +$172K +1,408 +7%
WC
658
Wexford Capital
Florida
$2.55M -$5.06M -41,504 -67%
EGM
659
Engineers Gate Manager
New York
$2.54M -$16.4M -134,693 -87%
TT
660
TI-Trust
Illinois
$2.54M – – –
MWM
661
Modera Wealth Management
New Jersey
$2.52M -$121K -989 -5%
MRP
662
Measured Risk Portfolios
California
$2.52M -$31.3K -257 -1%
AW
663
Apricus Wealth
South Carolina
$2.52M +$75K +615 +3%
VRM
664
Vectors Research Management
New York
$2.5M +$51.7K +424 +2%
DA
665
Dover Advisors
Virginia
$2.5M +$854K +7,002 +52%
KWA
666
Kingswood Wealth Advisors
California
$2.49M +$11.7K +96 +0.5%
ACM
667
Adalta Capital Management
New York
$2.49M – – –
CCP
668
Clarkston Capital Partners
Michigan
$2.47M -$2.44K -20 -0.1%
JIP
669
Jaffetilchin Investment Partners
Florida
$2.46M -$5.85K -48 -0.2%
USWG
670
U.S. Wealth Group
New York
$2.46M -$77.3K -634 -3%
BBHC
671
Brown Brothers Harriman & Co
New York
$2.44M -$109K -896 -4%
TWC
672
TD Waterhouse Canada
Ontario, Canada
$2.41M +$651K +9,222 +37%
SP
673
Successful Portfolios
Florida
$2.4M – – –
HVIA
674
Hudson Valley Investment Advisors
New York
$2.4M +$414K +3,391 +21%
LA
675
LVW Advisors
New York
$2.4M +$114K +938 +5%
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