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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 %
CPIA
726
Cornell Pochily Investment Advisors
New York
$2.13M -$1.46K -12 -0.1%
CAMV
727
Concord Asset Management (Virginia)
Virginia
$2.12M +$1.48M +12,153 +228%
SG
728
StoneX Group
New York
$2.11M +$150K +1,229 +8%
PTP
729
Platform Technology Partners
New York
$2.11M +$57K +467 +3%
VFA
730
Valeo Financial Advisors
Indiana
$2.11M -$252K -2,068 -11%
WS
731
Wedbush Securities
California
$2.1M +$35.5K +291 +2%
WBC
732
Westpac Banking Corp
Australia
$2.1M -$5.61K -46 -0.3%
WWM
733
Wolff Wiese Magana
California
$2.09M +$55.1K +452 +3%
OHWP
734
Oak Harbor Wealth Partners
North Carolina
$2.08M +$179K +1,466 +9%
BBVA
735
Banco Bilbao Vizcaya Argentaria
Spain
$2.08M -$11.1K -91 -0.5%
LCOV
736
London Company of Virginia
Virginia
$2.07M – – –
RA
737
RFG Advisory
Alabama
$2.06M +$259K +2,127 +14%
FA
738
Fiduciary Alliance
South Carolina
$2.06M +$165K +1,352 +9%
SP
739
SWS Partners
Ohio
$2.04M -$74.3K -609 -4%
MHI
740
Miller Howard Investments
New York
$2.03M +$165K +1,350 +9%
RC
741
Randolph Company
Ohio
$2.03M -$162K -1,331 -7%
MYAM
742
Meiji Yasuda Asset Management
Japan
$2.02M +$8.29K +68 +0.4%
MMPW
743
Mitchell McLeod Pugh & Williams
Alabama
$2.02M +$19.6K +161 +1%
STA
744
Summit Trail Advisors
New York
$2.02M +$333K +2,734 +20%
HDIM
745
Hanson & Doremus Investment Management
Vermont
$2M +$196K +1,603 +11%
CRC
746
Curi RMB Capital
Illinois
$2M +$118K +971 +6%
HAM
747
Harmony Asset Management
Arizona
$1.99M +$72.3K +593 +4%
CHC
748
City Holding Co
West Virginia
$1.99M +$8.54K +70 +0.4%
RWB
749
RMR Wealth Builders
New Jersey
$1.99M +$84.6K +694 +4%
CK
750
Cohen Klingenstein
New York
$1.98M – – –
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