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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 %
CWS
776
Confluence Wealth Services
Pennsylvania
$1.86M +$5.46K +45 +0.3%
QI
777
Qtron Investments
Massachusetts
$1.85M +$180K +1,473 +11%
HI
778
Horizon Investments
North Carolina
$1.85M +$77.6K +636 +4%
AIA
779
Armor Investment Advisors
North Carolina
$1.85M -$46.3K -380 -2%
EWA
780
Exencial Wealth Advisors
Oklahoma
$1.84M -$52K -426 -3%
TI
781
Tidal Investments
Wisconsin
$1.84M -$1.15M -9,403 -38%
PNC
782
Park National Corp
Ohio
$1.84M -$156K -1,278 -8%
NWM
783
Northcape Wealth Management
New York
$1.83M +$158K +1,298 +9%
WWM
784
Wagner Wealth Management
South Carolina
$1.83M +$27.9K +229 +2%
LWA
785
Lineweaver Wealth Advisors
Ohio
$1.82M +$159K +1,307 +10%
MGWM
786
Marks Group Wealth Management
Minnesota
$1.82M +$25.6K +210 +1%
CG
787
Caprock Group
Idaho
$1.81M +$368K +3,014 +25%
BSA
788
Bull Street Advisors
Georgia
$1.81M -$14K -115 -0.8%
FCB
789
First County Bank
Connecticut
$1.81M -$63.3K -519 -3%
NI
790
Nepsis Inc
Minnesota
$1.8M -$5.02M -41,196 -74%
PPW
791
Parcion Private Wealth
Washington
$1.8M – – –
NSEDCP
792
NJ State Employees Deferred Compensation Plan
New Jersey
$1.8M – – –
PWP
793
Private Wealth Partners
California
$1.79M -$45.7K -375 -2%
MAS
794
Meeder Advisory Services
Ohio
$1.79M +$202K +1,658 +13%
AFG
795
Atomi Financial Group
New York
$1.78M +$163K +1,337 +10%
EARNEST Partners
796
EARNEST Partners
Georgia
$1.78M -$29.4K -241 -2%
WDG
797
Wealth Dimensions Group
Ohio
$1.76M -$6.83K -56 -0.4%
SAM
798
Smartleaf Asset Management
Massachusetts
$1.76M +$318K +2,660 +22%
MIS
799
Morningstar Investment Services
Illinois
$1.75M -$2.18M -17,843 -55%
CWM
800
Cornerstone Wealth Management
Missouri
$1.74M +$27.3K +224 +2%
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