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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 %
RF
951
Roxbury Financial
New Jersey
$1.21M -$28.9K -246 -2%
BP
952
Ballentine Partners
Massachusetts
$1.2M +$80.3K +658 +7%
CWM
953
Challenger Wealth Management
California
$1.2M -$115K -944 -9%
VCM
954
Violich Capital Management
California
$1.2M – – –
PWP
955
Phillips Wealth Planners
Mississippi
$1.2M +$531K +4,466 +80%
KCPG
956
Kavar Capital Partners Group
Kansas
$1.18M +$370K +3,033 +46%
VAM
957
Verity Asset Management
North Carolina
$1.18M +$29.4K +241 +3%
CIAS
958
CFS Investment Advisory Services
New Jersey
$1.18M -$732 -6 -0.1%
FC
959
FCA Corp
Texas
$1.17M +$25.4K +208 +2%
MW
960
Marcum Wealth
Ohio
$1.17M +$184K +1,505 +19%
GSEP
961
Golden State Equity Partners
California
$1.17M +$38.1K +312 +3%
FPL
962
Fortress Private Ledger
North Carolina
$1.17M -$56K -459 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
963
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16M -$150K -1,227 -11%
UBV
964
United Bank (Virginia)
Virginia
$1.16M – – –
PA
965
Parallel Advisors
California
$1.16M +$153K +1,255 +15%
LF
966
LifePlan Financial
Minnesota
$1.16M +$189K +1,553 +19%
CG
967
Corundum Group
Colorado
$1.16M -$612K -5,020 -35%
KWA
968
Kellett Wealth Advisors
Ohio
$1.16M +$488 +4 +0%
MF
969
Magnetar Financial
Illinois
$1.16M +$1.16M +9,502 New
VA
970
Valmark Advisers
Ohio
$1.15M -$65.7K -539 -5%
CCA
971
Checchi Capital Advisers
California
$1.15M +$51K +418 +5%
OF
972
Outfitter Financial
Maine
$1.15M -$22.6K -185 -2%
BWP
973
Balboa Wealth Partners
Arizona
$1.15M +$66.8K +548 +6%
SCM
974
Sollinda Capital Management
Florida
$1.15M -$56K -459 -5%
JAG
975
Journey Advisory Group
Kentucky
$1.15M -$136K -1,116 -11%
37 38
39
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