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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 %
RCM
1301
Radnor Capital Management
Pennsylvania
$570K -$346K -2,833 -38%
AAIM
1302
Asset Advisors Investment Management
Georgia
$570K – – –
TIA
1303
Traphagen Investment Advisors
New Jersey
$569K +$2.81K +23 +0.5%
Members Trust
1304
Members Trust
Florida
$568K +$19.8K +162 +4%
AWE
1305
Avidian Wealth Enterprises
Texas
$568K +$135K +1,103 +31%
AP
1306
Americana Partners
Texas
$567K -$18.9K -155 -3%
BFIM
1307
Beese Fulmer Investment Management
Ohio
$567K +$14K +115 +3%
PWAM
1308
Pinnacle West Asset Management
Wyoming
$566K – – –
LFG
1309
Larson Financial Group
Missouri
$566K -$26.3K -216 -4%
RMDI
1310
R.M. Davis Inc
Maine
$562K -$21.5K -176 -4%
CS
1311
Capital Square
Tennessee
$562K +$37.6K +308 +7%
PCM
1312
Princeton Capital Management
New Jersey
$561K – – –
PSFG
1313
Prairie Sky Financial Group
Illinois
$561K – – –
GIP
1314
Greatmark Investment Partners
Georgia
$560K +$24.4K +200 +5%
NPFS
1315
Novak & Powell Financial Services
Florida
$558K +$488 +4 +0.1%
DBRC
1316
D.B. Root & Company
Pennsylvania
$557K +$1.1K +9 +0.2%
CBB
1317
Citizens Business Bank
California
$557K +$353K +2,898 +174%
ABC
1318
Associated Banc-Corp
Wisconsin
$556K -$35.7K -293 -6%
DAM
1319
Doheny Asset Management
California
$555K – – –
DWM
1320
Diversify Wealth Management
Utah
$555K -$61.5K -505 -10%
CA
1321
Calton & Associates
Florida
$554K +$554K +4,546 New
ORC
1322
O'Rourke & Company
Massachusetts
$552K +$1.59K +13 +0.3%
SL
1323
Salomon & Ludwin
Virginia
$552K – – –
VWM
1324
Venturi Wealth Management
Texas
$549K +$39.8K +326 +8%
SWA
1325
Strategies Wealth Advisors
Michigan
$549K +$170K +1,397 +45%
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