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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 %
AllianceBernstein
76
AllianceBernstein
Tennessee
$107M +$9.98M +81,822 +10%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$102M -$4.86M -40,715 -5%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$98.8M -$3.33M -27,327 -3%
CI
79
Cincinnati Insurance
Ohio
$96.9M – – –
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$95.5M +$51.9M +425,280 +119%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$94.8M +$8.25M +67,663 +10%
HighTower Advisors
82
HighTower Advisors
Illinois
$94.6M +$1.62M +13,278 +2%
Stifel Financial
83
Stifel Financial
Missouri
$93.1M +$5.7M +46,694 +7%
Victory Capital Management
84
Victory Capital Management
Texas
$91M +$23.6M +193,084 +35%
Truist Financial
85
Truist Financial
North Carolina
$90.4M -$248K -2,032 -0.3%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$90.3M +$4.2M +34,434 +5%
BC
87
Brookfield Corp
Ontario, Canada
$88.8M -$7.06M -57,873 -7%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$88.7M – – –
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$87.1M +$37.8M +309,928 +77%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$82.7M +$18.9M +155,096 +30%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$81.2M +$19.9M +166,403 +33%
MBA
92
Maple-Brown Abbott
Australia
$80.5M +$22.1M +181,143 +38%
Point72 Asset Management
93
Point72 Asset Management
Connecticut
$80.2M -$55.3M -453,114 -41%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$78.8M +$603K +4,943 +0.8%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$78M +$1.64M +13,424 +2%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$77.8M +$14.1M +115,300 +22%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$77M +$7.04M +57,690 +10%
Bank of Nova Scotia
98
Bank of Nova Scotia
Ontario, Canada
$76.4M +$53.2M +436,121 +229%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$76.2M -$2.77M -22,677 -4%
Assenagon Asset Management
100
Assenagon Asset Management
Luxembourg
$75.9M -$153M -1,251,186 -67%
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