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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 %
BMA
851
Brooks Moore & Associates
Tennessee
$1.53M -$122 -1 -0%
GCM
852
Gables Capital Management
Florida
$1.53M +$6.1K +50 +0.4%
B
853
Bellecapital
Switzerland
$1.53M +$12.9K +106 +0.9%
TBA
854
Tower Bridge Advisors
Pennsylvania
$1.53M +$48.8K +400 +3%
CA
855
Claro Advisors
Massachusetts
$1.52M +$25.6K +210 +2%
MYIA
856
Mount Yale Investment Advisors
Colorado
$1.52M +$60.7K +498 +4%
TCPW
857
Twin City Private Wealth
North Carolina
$1.52M -$107K -875 -7%
SFA
858
Souders Financial Advisors
Ohio
$1.52M +$10.5K +86 +0.7%
DA
859
Drake & Associates
Wisconsin
$1.52M +$346K +2,837 +30%
NFC
860
Northeast Financial Consultants
Connecticut
$1.52M – – –
TCOV
861
Trust Company of Vermont
Vermont
$1.51M -$156K -1,280 -9%
BHA
862
Beech Hill Advisors
New York
$1.51M +$18.3K +150 +1%
PIM
863
Pullen Investment Management
Florida
$1.51M -$58.2K -477 -4%
SOS
864
Silver Oak Securities
Tennessee
$1.51M +$87.8K +735 +6%
NCM
865
Novare Capital Management
North Carolina
$1.51M +$142K +1,166 +10%
VIA
866
Victrix Investment Advisors
Florida
$1.5M -$448K -3,679 -23%
WJWM
867
Williams Jones Wealth Management
New York
$1.49M -$30K -246 -2%
MFIM
868
Mesirow Financial Investment Management
Illinois
$1.49M -$8.54K -70 -0.6%
PWP
869
Precedent Wealth Partners
Texas
$1.49M +$270K +2,215 +22%
EM
870
Excalibur Management
Massachusetts
$1.49M -$12.9K -106 -0.9%
PG
871
Patten Group
Tennessee
$1.49M -$90.3K -740 -6%
ACG
872
Allen Capital Group
Nebraska
$1.48M +$205K +1,684 +16%
MHIC
873
Marble Harbor Investment Counsel
Massachusetts
$1.48M – – –
MAM
874
Mystic Asset Management
Rhode Island
$1.48M -$13.5K -111 -0.9%
RFA
875
ROI Financial Advisors
Oregon
$1.48M -$18.7K -153 -1%
33 34
35
36 37