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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 %
TCBWMS
1451
Texas Capital Bank Wealth Management Services
Texas
$433K +$433K +3,547 New
CFG
1452
Clayton Financial Group
Missouri
$431K +$366 +3 +0.1%
AF
1453
Aldebaran Financial
$431K -$1.59K -13 -0.4%
HDA
1454
Harold Davidson & Associates
California
$431K +$63.4K +520 +17%
PP
1455
PDS Planning
Ohio
$430K +$17.9K +147 +4%
SAM
1456
Smith Asset Management
Florida
$429K -$14.6K -120 -3%
MFWP
1457
Mosaic Family Wealth Partners
Missouri
$427K +$25.2K +207 +6%
AWAP
1458
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$425K -$6.59K -54 -2%
FCH
1459
Freestone Capital Holdings
Washington
$425K +$139K +1,143 +49%
VFP
1460
Verus Financial Partners
Virginia
$424K +$241 +2 +0.1%
GBT
1461
Grove Bank & Trust
Florida
$423K -$284K -2,331 -40%
TPWA
1462
TRUE Private Wealth Advisors
Oregon
$423K +$20.7K +170 +5%
CW
1463
Code Waechter
Florida
$422K +$422K +3,456 New
GI
1464
Gradient Investments
Minnesota
$421K +$122K +1,003 +41%
SFP
1465
Sandbox Financial Partners
Maryland
$420K +$1.1K +9 +0.3%
FAM
1466
Flaharty Asset Management
Florida
$420K – – –
API
1467
Asset Planning Inc
California
$419K +$610 +5 +0.1%
FCFC
1468
First Citizens Financial Corp
Iowa
$418K – – –
RFA
1469
Resurgent Financial Advisors
Georgia
$418K -$12.2K -100 -3%
YP
1470
YANKCOM Partnership
South Dakota
$416K -$214K -1,752 -34%
RWM
1471
RKL Wealth Management
Pennsylvania
$415K +$415K +3,404 New
OFS
1472
OMC Financial Services
New York
$412K +$488 +4 +0.1%
CFS
1473
CRA Financial Services
New Jersey
$410K – – –
CB
1474
CNB Bank
Pennsylvania
$409K -$126K -1,034 -24%
SWIG
1475
Strategic Wealth Investment Group
Kentucky
$408K -$10.1M -83,083 -96%
57 58
59
60 61