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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 %
ATPW
676
Ashton Thomas Private Wealth
Arizona
$2.39M +$231K +1,892 +11%
GT
677
Glenview Trust
Kentucky
$2.37M +$30.1K +247 +1%
AAMA
678
Advanced Asset Management Advisors
Ohio
$2.36M – – –
FMWA
679
Forvis Mazars Wealth Advisors
Missouri
$2.36M -$280K -2,294 -11%
HCA
680
Harbor Capital Advisors
Illinois
$2.35M -$22.9K -188 -1%
LWL
681
Leo Wealth LLC
Texas
$2.35M -$423K -3,471 -15%
GT
682
Greenleaf Trust
Michigan
$2.34M +$55.9K +458 +2%
CAC
683
Certified Advisory Corp
Florida
$2.34M -$18.5K -152 -0.8%
MWA
684
MFA Wealth Advisors
Pennsylvania
$2.34M +$53.5K +439 +2%
PMWMG
685
Parr McKnight Wealth Management Group
Minnesota
$2.33M +$80.9K +663 +4%
MA
686
Mutual Advisors
Nebraska
$2.32M -$203K -1,690 -8%
TAIM
687
Te Ahumairangi Investment Management
New Zealand
$2.31M -$183K -1,500 -7%
VF
688
Vest Financial
Virginia
$2.31M +$978K +8,015 +73%
NG
689
Norden Group
Utah
$2.3M +$32.1K +263 +1%
AAS
690
Ameritas Advisory Services
Nebraska
$2.29M -$25.4K -215 -1%
CLOS
691
Compagnie Lombard Odier SCmA
Switzerland
$2.29M -$122K -1,000 -5%
GLA
692
Good Life Advisors
Pennsylvania
$2.28M +$1.22K +10 +0.1%
FIA
693
Foundations Investment Advisors
Arizona
$2.28M -$69.2K -567 -3%
FFA
694
Farther Finance Advisors
California
$2.28M +$741K +6,120 +48%
DIP
695
Davis Investment Partners
North Carolina
$2.26M +$1.33K +11 +0.1%
SMC
696
Smith, Moore & Co
Missouri
$2.26M -$58.5K -480 -3%
SGCA
697
Steel Grove Capital Advisors
Tennessee
$2.26M +$78.2K +641 +4%
CWC
698
Carolinas Wealth Consulting
North Carolina
$2.25M -$1.36M -11,175 -38%
ANTB
699
AMG National Trust Bank
Colorado
$2.25M +$122K +1,004 +6%
LWA
700
Ledgewood Wealth Advisors
New Hampshire
$2.24M – – –
26 27
28
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