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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 %
WCM
826
Weaver Capital Management
Georgia
$1.64M -$17.4K -143 -1%
HIP
827
HUB Investment Partners
Texas
$1.64M +$59K +484 +4%
CWP
828
Concord Wealth Partners
Virginia
$1.64M +$871K +7,138 +114%
AF
829
AGP Franklin
Tennessee
$1.63M +$390K +3,237 +31%
RCM
830
RNC Capital Management
California
$1.63M -$33.4K -274 -2%
P
831
Pitcairn
Pennsylvania
$1.63M +$902K +7,395 +124%
A
832
AlphaQuest
New York
$1.63M -$92.8K -761 -5%
CBA
833
Coastal Bridge Advisors
Connecticut
$1.62M +$1.62M +13,267 New
PGF
834
Plan Group Financial
Oklahoma
$1.61M +$496K +4,063 +45%
MIM
835
MTM Investment Management
South Carolina
$1.6M +$2.3K +19 +0.1%
ZIC
836
ZWJ Investment Counsel
Georgia
$1.6M +$3.54K +29 +0.2%
EI
837
Ethic Inc
New York
$1.59M +$432K +3,569 +37%
GWA
838
Gibson Wealth Advisors
Texas
$1.59M – – –
BHBT
839
Burke & Herbert Bank & Trust
Virginia
$1.57M – – –
KCM
840
Kennondale Capital Management
Virginia
$1.57M – – –
GCM
841
Graham Capital Management
Connecticut
$1.57M -$2.55M -20,878 -62%
CIC
842
Cornercap Investment Counsel
Georgia
$1.57M +$1.57M +12,850 New
CF
843
Convergence Financial
Missouri
$1.56M +$170K +1,395 +12%
LWM
844
LongView Wealth Management
Georgia
$1.56M +$12.4K +102 +0.8%
PWM
845
Perigon Wealth Management
California
$1.55M -$37.2K -305 -2%
EFG
846
Ethos Financial Group
Pennsylvania
$1.55M +$1.55M +12,714 New
Aviva
847
Aviva
United Kingdom
$1.55M – – –
NFSG
848
Newbridge Financial Services Group
Florida
$1.54M -$39K -320 -2%
OWM
849
Orca Wealth Management
Florida
$1.54M +$10.5K +86 +0.7%
NL
850
NVWM LLC
Pennsylvania
$1.54M -$732 -6 -0%
32 33
34
35 36