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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 %
AIC
1326
Argus Investors Counsel
New York
$548K +$18.5K +152 +4%
TGAM
1327
TBH Global Asset Management
Tennessee
$547K +$4.03K +33 +0.7%
W
1328
Wealthquest
Ohio
$547K -$8.9K -73 -2%
DLA
1329
Douglas Lane & Associates
New York
$547K +$89.8K +736 +20%
FLPIM
1330
F.L. Putnam Investment Management
Massachusetts
$546K -$28.1K -230 -5%
LWM
1331
Level Wealth Management
North Carolina
$546K -$64.8K -531 -11%
HFAS
1332
Hummer Financial Advisory Services
Illinois
$546K – – –
AWM
1333
Aprio Wealth Management
Georgia
$545K +$83.7K +686 +18%
VV
1334
Verity & Verity
South Carolina
$544K -$153K -1,256 -22%
HW
1335
Hancock Whitney
Mississippi
$541K +$8.29K +68 +2%
JIC
1336
Joel Isaacson & Co
New York
$540K +$101K +831 +23%
AC
1337
AlphaCore Capital
California
$538K +$80.1K +657 +17%
QIM
1338
Quantitative Investment Management
Virginia
$538K -$4.55M -37,284 -89%
ALAM
1339
Asahi Life Asset Management
Japan
$534K +$534K +4,375 New
MCM
1340
McDonough Capital Management
Florida
$533K -$23.3K -191 -4%
HCM
1341
Hodges Capital Management
Texas
$533K -$6.09K -50 -1%
TIA
1342
Tiemann Investment Advisors
California
$527K -$6.1K -50 -1%
CIA
1343
Choate Investment Advisors
Massachusetts
$526K -$82.2K -674 -14%
LCM
1344
LVM Capital Management
Michigan
$524K -$2.2K -18 -0.4%
SS
1345
Sunbelt Securities
Texas
$523K -$49.8K -408 -9%
SGK
1346
Steigerwald Gordon & Koch
Virginia
$523K +$10K +82 +2%
NRC
1347
New Republic Capital
North Carolina
$523K +$72.2K +592 +16%
WA
1348
WBH Advisory
Maryland
$520K -$25.3K -207 -5%
AWM
1349
Accurate Wealth Management
Florida
$518K -$8.92K -75 -2%
PWMG
1350
Pinnacle Wealth Management Group
Michigan
$518K +$61K +500 +13%
52 53
54
55 56