DUK icon

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 %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$73.4M +$2.01M +16,499 +3%
Millennium Management
102
Millennium Management
New York
$72.8M -$125M -1,023,360 -63%
BCWM
103
Bartlett & Co Wealth Management
Ohio
$72M -$2.65M -21,762 -4%
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$67.6M -$4.75M -39,222 -7%
FWIA
105
Fort Washington Investment Advisors
Ohio
$67.6M -$1.41M -11,551 -2%
Two Sigma Investments
106
Two Sigma Investments
New York
$65.6M -$48.2M -395,340 -42%
CCMG
107
Clark Capital Management Group
Pennsylvania
$64.2M +$11.2M +91,474 +21%
ACM
108
Advisors Capital Management
New Jersey
$60.4M +$14.5M +118,517 +31%
ORIO
109
Old Republic International (ORI)
Illinois
$60M -$8.35M -68,500 -12%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$59.9M +$5.75M +47,126 +11%
SCP
111
Soroban Capital Partners
New York
$59.2M +$59.2M +485,677 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
112
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$56M +$56M +459,252 New
SEI Investments
113
SEI Investments
Pennsylvania
$55.4M -$16.4M -134,185 -23%
Two Sigma Advisers
114
Two Sigma Advisers
New York
$55.2M -$3.04M -24,900 -5%
BGIM
115
Brandywine Global Investment Management
Pennsylvania
$54.3M -$2.76M -22,633 -5%
EIP
116
Epoch Investment Partners
New York
$54.2M -$2.74M -22,482 -5%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$52.9M +$793K +6,502 +2%
Canada Life
118
Canada Life
Manitoba, Canada
$51.7M +$77K +630 +0.1%
Prudential Financial
119
Prudential Financial
New Jersey
$51.3M -$1M -8,222 -2%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$51.1M +$1.88M +15,391 +4%
VDI
121
Vaughan David Investments
Illinois
$50.5M +$388K +3,183 +0.8%
T. Rowe Price Investment Management
122
T. Rowe Price Investment Management
Maryland
$49.9M +$49.9M +408,930 New
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$49.8M +$176K +1,442 +0.4%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$49.8M +$4.24M +34,769 +9%
US Bancorp
125
US Bancorp
Minnesota
$48.3M +$379K +3,108 +0.8%
3 4
5
6 7