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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 %
WorldQuant Millennium Advisors
126
WorldQuant Millennium Advisors
New York
$46.3M +$40.7M +333,828 +728%
Aberdeen Group
127
Aberdeen Group
United Kingdom
$46.2M +$2.18M +17,977 +5%
Asset Management One
128
Asset Management One
Japan
$46.1M +$1.25M +10,284 +3%
ELC
129
Edgar Lomax Company
Virginia
$45.5M +$27.7M +227,485 +157%
CIC
130
Crawford Investment Counsel
Georgia
$44M +$149K +1,225 +0.3%
Pictet Asset Management
131
Pictet Asset Management
Switzerland
$43.6M -$825K -6,762 -2%
Renaissance Technologies
132
Renaissance Technologies
New York
$43.4M -$52.2M -428,249 -55%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$43.1M +$1.68M +13,780 +4%
Osaic Holdings
134
Osaic Holdings
Arizona
$42.8M +$1.59M +13,045 +4%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$42.1M -$1.43M -11,759 -3%
EIP
136
Energy Income Partners
Connecticut
$41.8M +$842K +6,904 +2%
MML Investors Services
137
MML Investors Services
Massachusetts
$41.8M +$2.81M +23,069 +7%
M&T Bank
138
M&T Bank
New York
$41M -$2.26M -18,493 -5%
FP
139
Foundry Partners
Minnesota
$40.2M +$6.79M +55,670 +20%
Cerity Partners
140
Cerity Partners
New York
$40.2M +$3.66M +30,023 +10%
GF
141
Gabelli Funds
New York
$39.9M -$220K -1,800 -0.5%
Creative Planning
142
Creative Planning
Kansas
$39.7M +$1.85M +15,200 +5%
HWA
143
Heritage Wealth Advisors
Virginia
$39.5M +$898K +7,364 +2%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.1M -$2.33M -19,094 -6%
Corient Private Wealth
145
Corient Private Wealth
Florida
$39.1M +$83.6K +685 +0.2%
RAM
146
Resona Asset Management
Japan
$39M +$2.27M +18,689 +6%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$38.1M +$1.92M +15,747 +5%
SI
148
Stephens Inc
Arkansas
$36M +$2.22M +18,231 +7%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$35.6M +$2.55M +20,942 +8%
GC
150
Guggenheim Capital
Illinois
$35M +$3.57M +29,289 +11%
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