DUK icon

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 %
CL
1501
CVFG LLC
Indiana
$396K +$22.7K +186 +6%
LIA
1502
LBMC Investment Advisors
Tennessee
$395K +$122 +1 +0%
LC
1503
Lindbrook Capital
California
$395K +$4.88K +40 +1%
PHWM
1504
Pine Harbor Wealth Management
Maryland
$395K +$244 +2 +0.1%
TFO
1505
Timonier Family Office
North Carolina
$395K -$16.7K -137 -4%
BFAG
1506
Blackston Financial Advisory Group
Florida
$394K -$17.8K -146 -4%
CST
1507
Charles Schwab Trust
Nevada
$391K +$24.4K +200 +7%
BWA
1508
Bestgate Wealth Advisors
Maryland
$390K -$2.81K -23 -0.7%
AWM
1509
Avior Wealth Management
Nebraska
$390K -$424K -3,476 -52%
BC
1510
Burney Company
Virginia
$389K -$23.8K -195 -6%
NSIM
1511
North Star Investment Management
Illinois
$388K – – –
DJSG
1512
D.J. St. Germain
Massachusetts
$388K -$175K -1,438 -31%
BBNB
1513
Baker Boyer National Bank
Washington
$388K – – –
LOIP
1514
Live Oak Investment Partners
Texas
$388K +$388K +3,178 New
SAM
1515
Sawgrass Asset Management
Florida
$387K -$12K -98 -3%
BMC
1516
Beaton Management Company
Massachusetts
$387K -$16.4K -134 -4%
MCM
1517
Marathon Capital Management
Maryland
$387K -$12.2K -100 -3%
CIS
1518
Connors Investor Services
Pennsylvania
$387K -$7.93K -65 -2%
PIP
1519
Peachtree Investment Partners
Florida
$386K +$59.9K +491 +18%
4WM
1520
44 Wealth Management
Oregon
$386K – – –
BHPW
1521
Beverly Hills Private Wealth
California
$386K +$7.81K +64 +2%
AG
1522
AmeriFlex Group
Nevada
$386K – – –
BWM
1523
BKM Wealth Management
Wisconsin
$386K -$122 -1 -0%
FAN
1524
Financial Advisors Network
California
$386K +$9.88K +81 +3%
MGAM
1525
McGowan Group Asset Management
Texas
$385K +$10.1K +83 +3%
59 60
61
62 63