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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 %
FIM
1251
Fruth Investment Management
Texas
$628K – – –
CA
1252
Crewe Advisors
Utah
$627K +$4.15K +34 +0.7%
WC
1253
Waterloo Capital
Texas
$627K +$112K +915 +22%
JWA
1254
JFS Wealth Advisors
Pennsylvania
$627K -$1.95K -16 -0.3%
TWP
1255
Tyche Wealth Partners
Texas
$626K +$38.4K +315 +7%
PCM
1256
Polymer Capital Management
New York
$625K +$625K +5,121 New
CWP
1257
Cyndeo Wealth Partners
Florida
$623K -$30.3K -248 -5%
CFP
1258
Catalyst Financial Partners
Massachusetts
$621K +$10.7K +88 +2%
WIM
1259
WealthPlan Investment Management
Nebraska
$620K -$3.54K -29 -0.6%
GL
1260
Graypoint LLC
New York
$618K -$10.5K -86 -2%
PFA
1261
Petra Financial Advisors
Colorado
$617K -$732 -6 -0.1%
BFA
1262
Bill Few Associates
Pennsylvania
$616K – – –
HVP
1263
Hudson Value Partners
Florida
$615K – – –
RC
1264
Roundview Capital
New Jersey
$612K -$31.5K -258 -5%
BAM
1265
Broyhill Asset Management
North Carolina
$610K – – –
CCA
1266
Corps Capital Advisors
Texas
$610K -$213K -1,743 -26%
NW
1267
NewEdge Wealth
Pennsylvania
$609K -$117K -958 -16%
KAS
1268
KPP Advisory Services
Kentucky
$608K +$92.7K +760 +18%
DWM
1269
Destination Wealth Management
California
$608K +$1.1K +9 +0.2%
BHWM
1270
Bar Harbor Wealth Management
New Hampshire
$604K +$22K +180 +4%
HI
1271
Hudock Inc
Pennsylvania
$603K +$1.1K +9 +0.2%
GIA
1272
Gateway Investment Advisers
Ohio
$601K -$98.6K -808 -14%
WCM
1273
Washington Capital Management
Washington
$601K – – –
RGC
1274
Roberts, Glore & Co
Illinois
$601K +$10.5K +86 +2%
SSA
1275
Sierra Summit Advisors
Nevada
$600K -$6.22K -51 -1%
49 50
51
52 53