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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 %
FPW
1476
Fairvoy Private Wealth
Alabama
$408K +$8.54K +70 +2%
WBWA
1477
William B. Walkup & Associates
South Carolina
$408K – – –
FHA
1478
Flagship Harbor Advisors
Massachusetts
$406K -$113K -924 -22%
PG
1479
Prostatis Group
Maryland
$406K -$36.6K -300 -8%
LA
1480
Latitude Advisors
Florida
$406K -$66K -541 -14%
MWA
1481
Muirfield Wealth Advisors
North Carolina
$405K +$3.42K +28 +0.8%
QWP
1482
Quotient Wealth Partners
Texas
$405K +$27K +221 +7%
FBFS
1483
First Business Financial Services
Wisconsin
$404K -$30.5K -250 -7%
CG
1484
CFO4Life Group
Texas
$404K -$71.7K -588 -15%
CFA
1485
CWS Financial Advisors
Michigan
$404K – – –
BIA
1486
Beacon Investment Advisors
Maryland
$403K +$15.1K +124 +4%
LAM
1487
L2 Asset Management
Massachusetts
$403K +$39.6K +325 +11%
ASC
1488
Atalanta Sosnoff Capital
New York
$403K +$60K +492 +18%
CFS
1489
Commonwealth Financial Services
West Virginia
$403K -$4.39K -36 -1%
MWM
1490
Mindset Wealth Management
Indiana
$403K +$122K +1,000 +43%
CAAS
1491
Capital Asset Advisory Services
Michigan
$402K -$55K -457 -12%
CIA
1492
Cladis Investment Advisory
Montana
$401K -$122 -1 -0%
SIA
1493
Soltis Investment Advisors
Utah
$400K -$6.22K -51 -2%
BFM
1494
Boothbay Fund Management
New York
$400K +$400K +3,278 New
CCA
1495
Childress Capital Advisors
Texas
$399K +$23.5K +193 +6%
DSC
1496
Duncker Streett & Co
Missouri
$398K – – –
APWA
1497
Atlas Private Wealth Advisors
New Jersey
$398K -$126K -1,030 -24%
MAM
1498
MWA Asset Management
Massachusetts
$398K – – –
CIM
1499
CIM Investment Management
Pennsylvania
$398K -$366 -3 -0.1%
HFP
1500
Holistic Financial Partners
Indiana
$397K +$397K +3,253 New
58 59
60
61 62