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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 %
COPPSERS
51
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$180M +$1.41M +11,544 +0.8%
Mitsubishi UFJ Asset Management
52
Mitsubishi UFJ Asset Management
Japan
$170M +$19.7M +161,414 +13%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$161M -$8.84M -72,516 -5%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$157M -$7.98M -65,428 -5%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$157M -$48.9K -401 -0%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$156M -$29.6M -242,964 -16%
Bessemer Group
57
Bessemer Group
New Jersey
$150M -$8.32M -68,225 -5%
Empower Advisory Group
58
Empower Advisory Group
Colorado
$146M +$4.56M +37,399 +3%
AQR Capital Management
59
AQR Capital Management
Connecticut
$143M +$57.6M +473,745 +67%
Adage Capital Partners
60
Adage Capital Partners
Massachusetts
$138M +$108M +885,900 +359%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$136M +$32.4M +265,479 +31%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$135M +$22.6M +184,891 +20%
Citigroup
63
Citigroup
New York
$134M +$70.6M +578,746 +111%
Ameriprise
64
Ameriprise
Minnesota
$132M +$15.1M +123,766 +13%
Mariner
65
Mariner
Kansas
$131M +$4.17M +34,205 +3%
ZIG
66
Zurich Insurance Group
Switzerland
$129M +$73.2M +600,271 +132%
Cohen & Steers
67
Cohen & Steers
New York
$125M -$184M -1,511,663 -60%
Nordea Investment Management
68
Nordea Investment Management
Sweden
$124M +$1.96M +16,067 +2%
DPIM
69
Duff & Phelps Investment Management
Illinois
$122M +$13.7M +112,096 +13%
Principal Financial Group
70
Principal Financial Group
Iowa
$117M +$17.4K +143 +0%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$115M -$94M -770,630 -45%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$112M +$29.4K +241 +0%
GLA
73
Great Lakes Advisors
Illinois
$112M -$26.2M -214,868 -19%
OAC
74
OMERS Administration Corp
Ontario, Canada
$109M +$105M +863,453 +2,682%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M -$2.36M -19,313 -2%
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