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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 %
RFA
926
Rollins Financial Advisors
New York
$1.29M +$86.1K +706 +7%
MWM
927
Modern Wealth Management
Kansas
$1.29M -$131K -1,071 -9%
RA
928
Ransom Advisory
Rhode Island
$1.28M +$1.28M +10,512 New
KFGK
929
Keystone Financial Group (Kentucky)
Kentucky
$1.28M +$20.9K +171 +2%
RWM
930
Ritholtz Wealth Management
New York
$1.28M +$400K +3,280 +46%
GCP
931
GSA Capital Partners
United Kingdom
$1.28M +$983K +8,057 +335%
BAM
932
Belpointe Asset Management
Nevada
$1.27M -$10K -82 -0.8%
WFS
933
Widmann Financial Services
Maryland
$1.26M +$98.2K +805 +8%
IAS
934
Insigneo Advisory Services
Florida
$1.26M -$75.3K -617 -6%
SC
935
Sapient Capital
Indiana
$1.25M +$449K +3,681 +56%
CC
936
Chicago Capital
Illinois
$1.25M – – –
SC
937
Schulhoff & Co
Ohio
$1.25M – – –
LIA
938
LS Investment Advisors
Michigan
$1.25M -$218K -1,790 -15%
TCOTS
939
Trust Company of the South
North Carolina
$1.24M +$17.4K +143 +1%
MHS
940
M Holdings Securities
Oregon
$1.24M +$1.24M +10,180 New
WPP
941
Whalerock Point Partners
Rhode Island
$1.24M – – –
MLA
942
My Legacy Advisors
Oregon
$1.23M +$45K +369 +4%
FDS
943
First Dallas Securities
Texas
$1.23M – – –
HKIM
944
Hayek Kallen Investment Management
Alabama
$1.23M -$36.2K -297 -3%
CCP
945
Cassia Capital Partners
North Carolina
$1.23M +$62.7K +514 +5%
JCFM
946
JBR Co Financial Management
Oklahoma
$1.22M +$61K +500 +5%
DFA
947
Delta Financial Advisors
Louisiana
$1.22M +$244 +2 +0%
OTL
948
Oak Thistle LLC
New York
$1.22M +$1.22M +9,992 New
WCM
949
Winthrop Capital Management
Indiana
$1.22M +$28.9K +237 +2%
SFI
950
SPC Financial Inc
Maryland
$1.22M +$15.5K +127 +1%
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