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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 %
LMKC
1101
L.M. Kohn & Company
Ohio
$853K -$23.5K -193 -3%
HTIM
1102
Harbour Trust & Investment Management
Indiana
$852K -$140K -1,145 -14%
JGUA
1103
John G. Ullman & Associates
New York
$851K -$5.86K -48 -0.7%
MAM
1104
Martingale Asset Management
Massachusetts
$849K +$849K +6,963 New
AIC
1105
Archer Investment Corporation
Indiana
$841K -$23.2K -190 -3%
WFG
1106
Wills Financial Group
Virginia
$834K -$3.9K -32 -0.5%
PCMN
1107
Paradigm Capital Management (Nevada)
Nevada
$833K +$4.27K +35 +0.5%
CSI
1108
Cross Staff Investments
New York
$827K – – –
Axa
1109
Axa
France
$826K +$826K +6,775 New
VH
1110
Visionary Horizons
Tennessee
$824K -$152K -1,247 -16%
AF
1111
Advisornet Financial
Minnesota
$824K +$98.7K +809 +14%
AWA
1112
Adapt Wealth Advisors
Georgia
$822K -$25.5K -209 -3%
PAG
1113
Powers Advisory Group
Illinois
$822K +$4.64K +38 +0.6%
STA
1114
Smith Thornton Advisors
Alabama
$821K – – –
MCM
1115
Manchester Capital Management
Vermont
$820K +$30K +246 +4%
WMA
1116
Wealth Management Associates
New Jersey
$819K – – –
3IP
1117
3Chopt Investment Partners
Virginia
$816K +$816K +6,694 New
HCM
1118
Hengehold Capital Management
Ohio
$816K – – –
LWAM
1119
Legacy Wealth Asset Management
Minnesota
$815K -$15.7K -129 -2%
WFI
1120
West Family Investments
California
$809K -$47.2K -387 -6%
WT
1121
Washington Trust
Rhode Island
$808K -$50.3K -412 -6%
SWA
1122
Stratos Wealth Advisors
Ohio
$804K -$262K -2,149 -25%
CI
1123
CX Institutional
Indiana
$803K +$82K +673 +11%
DI
1124
Diligent Investors
California
$800K -$104K -849 -11%
ACP
1125
Aviance Capital Partners
Florida
$800K -$56.6K -464 -7%
43 44
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