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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 %
WHRC
1026
W.H. Reaves & Co
New Jersey
$1.01M +$133K +1,089 +15%
FPGT
1027
Financial Partners Group (Tennessee)
Tennessee
$1.01M -$82.9K -680 -8%
GHA
1028
GW Henssler & Associates
Georgia
$1.01M +$772K +6,333 +327%
RCAG
1029
Rehmann Capital Advisory Group
Michigan
$1.01M +$113K +929 +13%
FF
1030
Friedenthal Financial
New Jersey
$1M +$1M +8,226 New
FVWA
1031
Foster Victor Wealth Advisors
South Carolina
$1M -$51.5K -433 -5%
VAS
1032
Vestmark Advisory Solutions
Massachusetts
$1M +$568K +4,658 +131%
CFO
1033
Callan Family Office
Pennsylvania
$1M -$491K -4,023 -33%
JFGIW
1034
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$999K +$80.7K +662 +9%
HNWAG
1035
High Net Worth Advisory Group
Florida
$996K – – –
BP
1036
BNP Paribas
France
$991K – – –
Balyasny Asset Management
1037
Balyasny Asset Management
Illinois
$987K -$121M -991,596 -99%
SC
1038
Steph & Co
Wisconsin
$987K -$84.8K -695 -8%
SCM
1039
SCS Capital Management
Massachusetts
$986K +$986K +8,087 New
FNBTCON
1040
First National Bank & Trust Co of Newtown
Pennsylvania
$985K – – –
OKSA
1041
O'Keefe Stevens Advisory
New York
$985K +$192K +1,573 +24%
SKK
1042
Shepherd Kaplan Krochuk
Massachusetts
$984K +$4.76K +39 +0.5%
MIF
1043
Mediolanum International Funds
Ireland
$984K +$164K +1,374 +20%
LA
1044
Legacy Advisors
Pennsylvania
$979K +$710K +5,818 +263%
AMBIA
1045
Allen Mooney & Barnes Investment Advisors
Georgia
$979K +$2.07K +17 +0.2%
AIP
1046
Ameritas Investment Partners
Nebraska
$974K -$40.7K -334 -4%
CCWM
1047
Cassaday & Co Wealth Management
Virginia
$974K -$8.05K -66 -0.8%
HFS
1048
Horizon Financial Services
North Carolina
$972K -$10.2K -84 -1%
MS
1049
Madden Securities
Texas
$966K – – –
AV
1050
Alamea Verwaltungs
New Jersey
$966K +$966K +7,924 New
40 41
42
43 44