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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 %
AC
701
Asio Capital
Kentucky
$2.24M -$1.24M -10,184 -36%
CNBT
702
Canandaigua National Bank & Trust
New York
$2.23M -$91.2K -748 -4%
DCM
703
Donaldson Capital Management
Indiana
$2.22M +$528K +4,328 +31%
NHC
704
Nicholas Hoffman & Company
Georgia
$2.22M -$261K -2,141 -11%
1832 Asset Management
705
1832 Asset Management
Ontario, Canada
$2.22M -$854K -6,998 -28%
HFM
706
Hartford Financial Management
Connecticut
$2.22M – – –
USAA
707
United Services Automobile Association
Texas
$2.21M – – –
SFI
708
Siemens Fonds Invest
Germany
$2.2M -$17.4K -143 -0.8%
IIM
709
Ipswich Investment Management
Massachusetts
$2.19M +$26.2K +215 +1%
GLLW
710
Graves Light Lenhart Wealth
Virginia
$2.19M -$2.93K -24 -0.1%
MBTD
711
Mechanics Bank - Trust Department
California
$2.19M -$245K -2,011 -10%
MSAM
712
Moloney Securities Asset Management
Missouri
$2.18M -$214K -1,757 -9%
CBTWT
713
Community Bank & Trust (Waco, Texas)
Texas
$2.18M +$10K +82 +0.5%
VCA
714
Verdence Capital Advisors
Maryland
$2.18M -$10K -82 -0.5%
RCA
715
Ranch Capital Advisors
Florida
$2.17M +$178K +1,458 +9%
SIM
716
Stratos Investment Management
Ohio
$2.16M +$348K +2,849 +19%
AA
717
Argent Advisors
Louisiana
$2.16M +$44.3K +363 +2%
HWMO
718
Heritage Wealth Management (Ohio)
Ohio
$2.16M -$17K -139 -0.8%
OPA
719
Old Port Advisors
Maine
$2.16M -$9.88K -81 -0.5%
AIA
720
AssuredPartners Investment Advisors
Florida
$2.16M -$66.6K -546 -3%
S
721
SignatureFD
Georgia
$2.15M +$34.4K +282 +2%
WA
722
Wealth Alliance
New York
$2.15M +$25.1K +206 +1%
IWM
723
IHT Wealth Management
Illinois
$2.15M -$202K -1,655 -9%
TCMG
724
TSP Capital Management Group
New Jersey
$2.15M +$854 +7 +0%
MSA
725
Marino Stram & Associates
Massachusetts
$2.13M +$6.59K +54 +0.3%
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