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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 %
Luther King Capital Management (LKCM)
801
Luther King Capital Management (LKCM)
Texas
$1.74M -$103K -845 -6%
GAM
802
Grandview Asset Management
Pennsylvania
$1.72M +$10.5K +86 +0.6%
PWW
803
Pettyjohn Wood & White
Virginia
$1.72M -$270K -2,214 -14%
CAM
804
Cresset Asset Management
Illinois
$1.72M -$23.8K -195 -1%
NAM
805
NTV Asset Management
West Virginia
$1.71M -$156K -1,277 -8%
PFT
806
Providence First Trust
Arizona
$1.71M -$71.6K -587 -4%
MWM
807
Meridian Wealth Management
Kentucky
$1.71M +$41.5K +340 +2%
CFB
808
Cullen/Frost Bankers
Texas
$1.71M -$44.6K -366 -3%
NSB
809
Norway Savings Bank
Maine
$1.71M -$106K -869 -6%
WPC
810
Wedmont Private Capital
Pennsylvania
$1.71M +$60.7K +510 +4%
AOWM
811
Alpha Omega Wealth Management
Virginia
$1.7M +$116K +947 +7%
QCG
812
Quadrant Capital Group
Ohio
$1.7M +$817K +6,698 +92%
CICI
813
Capital Investment Counsel Inc
North Carolina
$1.7M +$70.9K +581 +4%
MCA
814
MSH Capital Advisors
Arizona
$1.69M +$221K +1,809 +15%
Los Angeles Capital Management
815
Los Angeles Capital Management
California
$1.68M -$642K -5,265 -28%
PAM
816
Paradigm Asset Management
New York
$1.68M – – –
AO
817
Advisor OS
Illinois
$1.68M +$93.6K +767 +6%
MSA
818
MUFG Securities Americas
New York
$1.68M +$285K +2,333 +20%
EWA
819
EverSource Wealth Advisors
Alabama
$1.67M +$106K +868 +7%
GI
820
GAMMA Investing
California
$1.66M +$251K +2,061 +18%
MFP
821
Meridian Financial Partners
Virginia
$1.66M -$9.88K -81 -0.6%
MG
822
Mather Group
Illinois
$1.66M +$927K +7,603 +127%
JG
823
Jain Global
New York
$1.65M +$1.65M +13,534 New
FTWA
824
Fifth Third Wealth Advisors
Ohio
$1.65M +$46K +377 +3%
JCM
825
Jacobi Capital Management
Pennsylvania
$1.64M -$12.2K -100 -0.7%
31 32
33
34 35