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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 %
WA
1426
Waddell & Associates
Tennessee
$454K – – –
LSPW
1427
Lake Street Private Wealth
Illinois
$453K +$33.5K +275 +8%
RWM
1428
Revisor Wealth Management
Ohio
$451K +$200K +1,641 +80%
PIMG
1429
Patriot Investment Management Group
Tennessee
$449K – – –
AGA
1430
Arkos Global Advisors
Texas
$448K +$150K +1,232 +50%
HS
1431
Horan Securities
United States
$447K +$15.7K +129 +4%
FWTB
1432
First Western Trust Bank
Colorado
$445K – – –
KP
1433
Keel Point
Alabama
$444K +$50K +410 +13%
BWM
1434
Birchcreek Wealth Management
Ohio
$443K – – –
GB
1435
Goepper Burkhardt
South Carolina
$443K -$2.44K -20 -0.5%
DAS
1436
Diversify Advisory Services
Utah
$442K -$12.9K -106 -3%
OS
1437
Objectivity Squared
South Carolina
$442K +$238 +2 +0.1%
ECM
1438
Evergreen Capital Management
Washington
$440K +$36.5K +299 +9%
AC
1439
Aldebaran Capital
Indiana
$439K – – –
VWA
1440
VSM Wealth Advisory
Maryland
$439K – – –
QCIG
1441
Quad-Cities Investment Group
Iowa
$439K +$854 +7 +0.2%
SAM
1442
Secure Asset Management
Michigan
$438K +$171K +1,402 +64%
AIS
1443
AM Investment Strategies
Tennessee
$438K +$853 +7 +0.2%
MIP
1444
Marietta Investment Partners
Wisconsin
$437K – – –
BW
1445
BXM Wealth
Colorado
$436K -$2.07K -17 -0.5%
FCA
1446
FLC Capital Advisors
California
$435K – – –
EWA
1447
ERTS Wealth Advisors
Michigan
$435K -$13.8K -113 -3%
C
1448
Certuity
Florida
$434K +$21.6K +177 +5%
BCG
1449
BayBridge Capital Group
California
$434K -$884K -7,247 -67%
SIC
1450
Sterling Investment Counsel
New York
$433K +$35.5K +291 +9%
56 57
58
59 60