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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 %
JWM
1551
Jackson Wealth Management
Florida
$371K – – –
PFA
1552
Pure Financial Advisors
California
$370K +$68.8K +564 +23%
RWP
1553
Revolve Wealth Partners
New Jersey
$370K +$10.2K +84 +3%
MWA
1554
Midland Wealth Advisors
Illinois
$370K -$185K -1,519 -33%
ABWM
1555
Alpine Bank Wealth Management
Colorado
$370K +$370K +3,031 New
NG
1556
Novem Group
New York
$370K +$30K +246 +9%
NHT
1557
New Hampshire Trust
New Hampshire
$369K -$112K -919 -23%
EFSCE
1558
Enterprise Financial Services Corp (EFSC)
Missouri
$368K -$13.1K -107 -3%
MSWMA
1559
Market Street Wealth Management Advisors
Indiana
$368K +$13.4K +110 +4%
MA
1560
MKT Advisors
California
$368K -$17.5K -150 -5%
RBWA
1561
RFG - Bristol Wealth Advisors
Massachusetts
$367K +$12.6K +103 +4%
CIG
1562
Cascade Investment Group
Colorado
$367K – – –
JC
1563
JB Capital
Connecticut
$366K +$16.2K +133 +5%
WPI
1564
Walter Public Investments
Canada
$366K – – –
FA
1565
Fiducient Advisors
Illinois
$366K +$366K +3,000 New
QC
1566
Quent Capital
New York
$365K +$10.5K +86 +3%
DS
1567
DRW Securities
Illinois
$364K +$364K +2,988 New
UCI
1568
Uncommon Cents Investing
Wisconsin
$362K -$610 -5 -0.2%
BSSFA
1569
Baron Silver Stevens Financial Advisors
Florida
$360K -$11.6K -95 -3%
TCA
1570
Transcend Capital Advisors
New Jersey
$360K -$24.3K -199 -6%
VST
1571
Van Strum & Towne
California
$358K +$358K +2,939 New
CBT
1572
Central Bank & Trust
Kentucky
$356K +$24.9K +204 +8%
BTW
1573
Boston Trust Walden
Massachusetts
$356K – – –
SAM
1574
Sequent Asset Management
Texas
$356K +$356K +2,918 New
SWM
1575
SpringVest Wealth Management
Texas
$355K -$12.8K -105 -3%
61 62
63
64 65