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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 %
SWM
1201
Silverlake Wealth Management
Vermont
$699K -$26.1K -214 -4%
GIM
1202
Groesbeck Investment Management
New Jersey
$699K – – –
OHWA
1203
Oak Hill Wealth Advisors
Virginia
$694K +$112K +919 +19%
KCIC
1204
Kuhn & Co Investment Counsel
Illinois
$692K – – –
AAG
1205
Armstrong Advisory Group
Massachusetts
$689K – – –
NP
1206
Nilsine Partners
Colorado
$687K -$5.98K -49 -0.9%
WSC
1207
Wellington Shields & Co
New York
$687K – – –
GWAG
1208
Garrett Wealth Advisory Group
Texas
$686K +$5.37K +44 +0.8%
EGA
1209
E&G Advisors
Texas
$683K -$12.2K -100 -2%
IAS
1210
Investment Advisory Services
Texas
$682K -$5.49K -45 -0.8%
FFG
1211
First Financial Group
North Carolina
$682K +$30.3K +248 +5%
VIPI
1212
Vista Investment Partners II
Indiana
$679K +$150K +1,227 +28%
BB
1213
Busey Bank
Illinois
$679K +$51.3K +421 +8%
IA
1214
Inspire Advisors
Idaho
$677K +$677K +5,549 New
ACI
1215
Alpha Cubed Investments
California
$677K +$677K +5,548 New
BHC
1216
Bowen Hanes & Co
Florida
$676K – – –
PVM
1217
Palogic Value Management
Texas
$675K – – –
NFG
1218
Nations Financial Group
Iowa
$674K -$12.9K -106 -2%
CAL
1219
Capital Analysts LLC
Pennsylvania
$671K -$22.1K -181 -3%
RPCONE
1220
Retirement Planning Company of New England
Rhode Island
$670K +$11.1K +91 +2%
IF
1221
Intrua Financial
Texas
$668K +$50.1K +411 +8%
Nomura Holdings
1222
Nomura Holdings
Japan
$667K -$3.29M -26,984 -83%
RFA
1223
Register Financial Advisors
Georgia
$666K +$244 +2 +0%
TC
1224
Trilogy Capital
California
$663K +$5.25K +43 +0.8%
TW
1225
Transform Wealth
Colorado
$662K -$41.7K -342 -6%
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