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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 %
USCWA
1001
U.S. Capital Wealth Advisors
Texas
$1.06M -$67.1K -550 -6%
SAG
1002
SageView Advisory Group
California
$1.06M -$86.8K -712 -8%
GWA
1003
Gratus Wealth Advisors
Virginia
$1.06M -$21.3K -175 -2%
NRS
1004
Neville Rodie & Shaw
New York
$1.06M -$1.83K -15 -0.2%
APP
1005
Avantax Planning Partners
Iowa
$1.06M -$35.6K -292 -3%
CWM
1006
Crowley Wealth Management
Delaware
$1.06M -$129K -1,059 -11%
BWS
1007
Buck Wealth Strategies
Colorado
$1.05M +$1.05M +8,638 New
CFCI
1008
Comprehensive Financial Consultants Institutional
Indiana
$1.05M -$10K -82 -0.9%
CTA
1009
Chesley Taft & Associates
Illinois
$1.05M -$18.3K -150 -2%
WWM
1010
Western Wealth Management
Colorado
$1.05M -$62.2K -510 -6%
KA
1011
KLCM Advisors
Wisconsin
$1.04M +$72K +590 +7%
HCP
1012
Hexagon Capital Partners
Arkansas
$1.04M +$44.8K +367 +5%
EWM
1013
EPG Wealth Management
Georgia
$1.03M +$15.7K +129 +2%
EFG
1014
Everhart Financial Group
Ohio
$1.03M +$117K +956 +13%
KA
1015
Kovack Advisors
Florida
$1.03M -$74.2K -608 -7%
TWM
1016
Thrive Wealth Management
Pennsylvania
$1.03M -$15.6K -128 -1%
ACS
1017
Archford Capital Strategies
Illinois
$1.03M -$5.25K -43 -0.5%
PFGIA
1018
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M -$57.1K -468 -5%
FRA
1019
Frank Rimerman Advisors
California
$1.02M +$3.17K +26 +0.3%
IB
1020
Intrust Bank
Kansas
$1.02M -$40.6K -333 -4%
AA
1021
Ancora Advisors
Ohio
$1.02M +$122 +1 +0%
CCAM
1022
Cascades Capital Asset Management
North Carolina
$1.02M +$21K +172 +2%
SC
1023
Sawyer & Company
Massachusetts
$1.02M -$71.1K -583 -7%
GWANC
1024
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.02M -$21K -172 -2%
FCAS
1025
First Command Advisory Services
Texas
$1.01M +$172K +1,408 +20%
39 40
41
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