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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 %
VFA
876
Voya Financial Advisors
Connecticut
$1.47M +$77.4K +648 +6%
SF
877
Summit Financial
New Jersey
$1.47M -$488K -4,004 -25%
WG
878
Welch Group
Alabama
$1.47M +$358 +3 +0%
NP
879
Ninepoint Partners
Ontario, Canada
$1.47M +$100K +821 +7%
BIG
880
Brooklyn Investment Group
New York
$1.47M +$397K +3,256 +37%
FFN
881
Focus Financial Network
Minnesota
$1.47M -$17.3K -142 -1%
ITC
882
Inspire Trust Company
Nevada
$1.46M – – –
CAM
883
Columbia Asset Management
Michigan
$1.45M -$62K -508 -4%
RCM
884
Raleigh Capital Management
North Carolina
$1.45M -$715K -5,865 -33%
GSB
885
Greenfield Savings Bank
Massachusetts
$1.44M -$24.5K -201 -2%
BFS
886
Burkett Financial Services
South Carolina
$1.44M +$45.5K +373 +3%
ClearBridge Investments
887
ClearBridge Investments
New York
$1.44M +$14.6K +120 +1%
HSA
888
HBK Sorce Advisory
Pennsylvania
$1.43M +$55.7K +457 +4%
BO
889
Bank OZK
Arkansas
$1.43M -$10.5K -86 -0.7%
TPA
890
Trivium Point Advisory
Connecticut
$1.43M -$67.3K -552 -4%
EWM
891
Evermay Wealth Management
Virginia
$1.43M -$26.8K -220 -2%
FAM
892
Formidable Asset Management
Ohio
$1.42M -$293K -2,403 -17%
HCM
893
Highview Capital Management
Illinois
$1.42M +$90.5K +742 +7%
BL
894
BFSG LLC
California
$1.41M +$4.88K +40 +0.3%
PWG
895
Portside Wealth Group
Utah
$1.41M +$78.2K +641 +6%
LC
896
LCNB Corp
Ohio
$1.41M +$13.4K +110 +1%
ILI
897
Invesco LLC (Illinois)
Illinois
$1.41M +$852K +6,987 +153%
Wolverine Trading
898
Wolverine Trading
Illinois
$1.4M +$1.4M +11,757 New
JSL
899
JT Stratford LLC
Georgia
$1.4M -$40.4K -331 -3%
BFO
900
Biltmore Family Office
North Carolina
$1.4M -$5.85K -48 -0.4%
34 35
36
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