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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 %
APG
976
Abacus Planning Group
South Carolina
$1.14M +$172K +1,414 +18%
GC
977
Grimes & Company
Massachusetts
$1.14M +$47.2K +387 +4%
DA
978
Doliver Advisors
Texas
$1.14M -$48.8K -400 -4%
BSTWA
979
Blake Schutter Theil Wealth Advisors
Ohio
$1.14M -$18.2K -149 -2%
PWM
980
Pines Wealth Management
North Carolina
$1.14M +$7.07K +61 +0.6%
PFSC
981
Peoples Financial Services Corp
Pennsylvania
$1.14M -$1.95K -16 -0.2%
IIM
982
InTrack Investment Management
Vermont
$1.13M +$46.3K +380 +4%
GVAG
983
Great Valley Advisor Group
Delaware
$1.13M +$43.4K +356 +4%
BAM
984
Blueshift Asset Management
New Jersey
$1.13M +$1.13M +9,267 New
KFS
985
Keynote Financial Services
Connecticut
$1.13M – – –
FMB
986
Field & Main Bank
Kentucky
$1.12M +$35.1K +288 +3%
SLI
987
Sumitomo Life Insurance
Japan
$1.12M -$122 -1 -0%
BFA
988
Beacon Financial Advisory
Ohio
$1.12M +$3.05K +25 +0.3%
SWM
989
Segment Wealth Management
Texas
$1.11M +$113K +929 +11%
MW
990
MBL Wealth
North Carolina
$1.11M +$300K +2,456 +37%
FNA
991
First National Advisers
Nebraska
$1.11M -$37.8K -310 -3%
RGF
992
Retirement Guys Formula
Ohio
$1.1M +$154K +1,264 +16%
SCI
993
Stableford Capital II
Arizona
$1.09M -$61.4K -504 -5%
PA
994
Procyon Advisors
Connecticut
$1.09M -$78.7K -645 -7%
SIG
995
Sargent Investment Group
Maryland
$1.08M +$230K +1,888 +27%
ACM
996
Allred Capital Management
Texas
$1.08M +$16.3K +134 +2%
FAIM
997
Financial Advocates Investment Management
Washington
$1.07M +$31.6K +259 +3%
NC
998
NovaPoint Capital
Georgia
$1.07M -$1.83K -15 -0.2%
TTWM
999
TCV Trust & Wealth Management
Virginia
$1.07M -$6.46K -53 -0.6%
AAP
1000
Arax Advisory Partners
Colorado
$1.07M +$149K +1,225 +16%
38 39
40
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