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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 %
BIM
1076
Baldwin Investment Management
Pennsylvania
$919K +$83.9K +688 +10%
BPC
1077
Bearing Point Capital
Minnesota
$915K +$30.5K +250 +3%
KMWM
1078
Keudell/Morrison Wealth Management
Oregon
$906K +$24.9K +204 +3%
NP
1079
NorthRock Partners
Minnesota
$899K +$65.9K +540 +8%
CA
1080
Continuum Advisory
Idaho
$898K +$48.9K +401 +6%
BC
1081
Bayforest Capital
United Kingdom
$896K +$886K +7,265 +9,314%
ACGA
1082
Atlanta Consulting Group Advisors
Georgia
$895K +$87.1K +714 +11%
CB
1083
Cadence Bank
Mississippi
$895K -$9.27K -76 -1%
NFC
1084
Northstar Financial Companies
Pennsylvania
$894K +$81.6K +669 +10%
PAI
1085
Pittenger & Anderson Inc
Nebraska
$884K +$232K +1,900 +36%
SW
1086
Simplicity Wealth
New Jersey
$883K +$544K +4,464 +161%
RAG
1087
RIA Advisory Group
Iowa
$882K +$316K +2,592 +56%
DFG
1088
Delta Financial Group
New Jersey
$881K -$16.5K -140 -2%
CFG
1089
Cooper Financial Group
California
$874K -$370K -3,032 -30%
SWM
1090
Spire Wealth Management
Virginia
$874K +$85.5K +701 +11%
SGI
1091
Summit Global Investments
Utah
$869K -$441K -3,613 -34%
BIA
1092
Bigelow Investment Advisors
Maine
$869K +$69.9K +573 +9%
MFA
1093
Mayflower Financial Advisors
Massachusetts
$866K +$2.93K +24 +0.3%
Fisher Asset Management
1094
Fisher Asset Management
Washington
$864K +$216K +1,768 +33%
AFG
1095
Albion Financial Group
Utah
$859K -$161K -1,323 -16%
GSWA
1096
Good Steward Wealth Advisors
Tennessee
$859K +$859K +7,043 New
PA
1097
Prossimo Advisors
California
$859K -$19.1K -157 -2%
MA
1098
McGrath & Associates
North Carolina
$858K – – –
VSQM
1099
V-Square Quantitative Management
Illinois
$855K -$27.2K -223 -3%
CCIA
1100
Campbell & Co Investment Adviser
Maryland
$853K -$492K -4,034 -37%
42 43
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