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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 %
KCM
1126
Kanawha Capital Management
Virginia
$800K +$3.78K +31 +0.5%
WMA
1127
West Michigan Advisors
Michigan
$798K +$413K +3,389 +107%
SSB
1128
Sandy Spring Bank
Maryland
$798K -$36.1K -296 -4%
WBCM
1129
Wilson & Boucher Capital Management
California
$798K -$12.2K -100 -2%
SWM
1130
Stockman Wealth Management
Montana
$797K +$12K +98 +2%
RC
1131
Rithm Capital
New York
$793K – – –
VVP
1132
Venture Visionary Partners
Ohio
$792K +$94.2K +772 +13%
NAS
1133
NWF Advisory Services
California
$792K +$64K +525 +9%
CS
1134
Crescent Sterling
Louisiana
$790K – – –
OIA
1135
Optimum Investment Advisors
Illinois
$789K -$61K -500 -7%
WT
1136
Whittier Trust
California
$787K -$189K -1,546 -19%
FMP
1137
Financial Management Professionals
Texas
$784K +$19K +156 +2%
MGIA
1138
Moneta Group Investment Advisors
Missouri
$779K -$8.54K -70 -1%
SS
1139
SBI Securities
Japan
$777K -$21.1K -173 -3%
DP
1140
Dearborn Partners
Illinois
$776K -$2.93K -24 -0.4%
KFA
1141
Kapstone Financial Advisors
Ohio
$775K – – –
MNBTD
1142
Moody National Bank Trust Division
Texas
$775K +$80.7K +662 +12%
PJSIMP
1143
P.J. Schmidt Investment Management (PJS)
Wisconsin
$773K -$93.4K -766 -11%
O
1144
Ossiam
France
$771K -$1.04M -8,525 -57%
VWA
1145
Visionary Wealth Advisors
Illinois
$770K +$8.29K +68 +1%
Edgewood Management
1146
Edgewood Management
Connecticut
$769K – – –
MSS
1147
Mitchell Sinkler & Starr
Pennsylvania
$767K -$59.8K -490 -7%
FCP
1148
Fidelis Capital Partners
Florida
$767K +$8.87K +74 +1%
NB
1149
Northwest Bancshares
Pennsylvania
$766K -$3.05K -25 -0.4%
HL
1150
HeadInvest LLC
Maine
$765K +$1.83K +15 +0.2%
44 45
46
47 48