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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 %
JWM
751
Jeppson Wealth Management
California
$1.97M -$53.9K -442 -3%
First Manhattan
752
First Manhattan
New York
$1.97M -$118K -970 -6%
SCP
753
Stamos Capital Partners
California
$1.97M -$584K -4,790 -23%
EFS
754
Essex Financial Services
Connecticut
$1.96M +$116K +952 +6%
AA
755
Advisory Alpha
Michigan
$1.95M +$1.34K +11 +0.1%
BFS
756
Bradley Foster & Sargent
Connecticut
$1.95M -$1.1K -9 -0.1%
BCA
757
Bay Colony Advisors
Massachusetts
$1.94M +$62.8K +526 +3%
IAN
758
Integrated Advisors Network
Texas
$1.94M -$16.3K -134 -0.8%
MWM
759
Mission Wealth Management
California
$1.93M -$141K -1,155 -7%
BMSSC
760
B. Metzler seel. Sohn & Co
Germany
$1.93M – – –
BI
761
Ballast Inc
Kentucky
$1.92M -$6.95K -57 -0.4%
PCG
762
Prosperity Consulting Group
Maryland
$1.92M -$84.3K -691 -4%
WAP
763
Wealthcare Advisory Partners
Pennsylvania
$1.91M +$135K +1,109 +8%
FNT
764
First National Trust
Pennsylvania
$1.91M -$49.5K -406 -3%
SOAMC
765
Spirit of America Management Corp
New York
$1.9M +$54.9K +450 +3%
TIA
766
Trust Investment Advisors
Indiana
$1.9M +$238K +1,951 +14%
PTC
767
Private Trust Company
Ohio
$1.9M -$43.8K -359 -2%
HFM
768
Hartford Funds Management
Pennsylvania
$1.9M -$5.37K -44 -0.3%
GIC
769
Generali Investments CEE
Czech Republic
$1.89M – – –
WA
770
WealthTrust Axiom
Pennsylvania
$1.89M -$36.5K -299 -2%
IAIM
771
International Assets Investment Management
Florida
$1.89M -$2.07K -17 -0.1%
RC
772
Rahlfs Capital
Texas
$1.88M -$3.66K -30 -0.2%
GH
773
GAM Holding
Switzerland
$1.87M +$1.87M +15,349 New
CC
774
Courier Capital
New York
$1.87M -$12.6K -103 -0.7%
MPWT
775
MassMutual Private Wealth & Trust
Connecticut
$1.86M -$774K -6,346 -29%
29 30
31
32 33