DUK icon

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 %
TG
901
TCW Group
California
$1.39M +$74.9K +614 +6%
DT
902
Diversified Trust
Tennessee
$1.39M +$440K +3,611 +46%
CI Investments Inc
903
CI Investments Inc
Ontario, Canada
$1.39M +$568K +4,653 +69%
AWM
904
Allen Wealth Management
North Carolina
$1.38M -$22.7K -186 -2%
1SB
905
1ST Source Bank
Indiana
$1.37M +$2.93K +24 +0.2%
LWP
906
LMG Wealth Partners
Louisiana
$1.37M -$16.3K -134 -1%
EGA
907
Eagle Global Advisors
Texas
$1.36M +$1.36M +11,190 New
FT
908
Fiduciary Trust
Massachusetts
$1.36M -$13.5K -111 -1%
FNFDCM
909
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.36M -$36K -295 -3%
CW
910
CreativeOne Wealth
Kansas
$1.35M +$46.5K +381 +4%
CFG
911
Citizens Financial Group
Rhode Island
$1.34M +$71.1K +583 +6%
SBIA
912
Sheaff Brock Investment Advisors
Indiana
$1.34M -$41.1K -337 -3%
SC
913
Scotia Capital
Ontario, Canada
$1.33M +$1.33M +10,871 New
FCCM
914
First City Capital Management
Georgia
$1.32M -$34.5K -283 -3%
SIA
915
Schechter Investment Advisors
Michigan
$1.32M -$26.6K -218 -2%
FCM
916
Fourpath Capital Management
Oklahoma
$1.32M -$3.17K -26 -0.2%
TAM
917
Tocqueville Asset Management
New York
$1.32M -$18.3M -150,221 -93%
HTC
918
Haverford Trust Company
Pennsylvania
$1.32M +$162K +1,331 +14%
AB
919
Atlas Brown
Kentucky
$1.32M +$4.15K +34 +0.3%
FNC
920
First National Corp
Massachusetts
$1.31M -$24.9K -204 -2%
CI
921
Cherokee Insurance
Michigan
$1.31M – – –
ISL
922
Ingalls & Snyder LLC
New York
$1.3M -$61K -500 -4%
DTL
923
Dynamic Technology Lab
Singapore
$1.3M +$788K +6,460 +155%
THCM
924
Taylor Hoffman Capital Management
Virginia
$1.29M – – –
Jane Street
925
Jane Street
New York
$1.29M -$4.55M -37,323 -78%
35 36
37
38 39