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 %
FWM
1601
Focused Wealth Management
New York
$338K +$338K +2,774 New
AAMC
1602
Asset Allocation & Management Company
Illinois
$338K – – –
ICP
1603
Interchange Capital Partners
Pennsylvania
$338K +$3.42K +28 +1%
FHC
1604
First Heartland Consultants
Missouri
$338K -$6.1K -50 -2%
SIA
1605
SkyView Investment Advisors
New Jersey
$337K +$337K +2,760 New
HIS
1606
Horizon Investment Services
Indiana
$337K -$6.34K -52 -2%
NAMNJ
1607
NorthStar Asset Management (New Jersey)
New Jersey
$336K +$40.6K +333 +14%
PCMF
1608
Private Capital Management (Florida)
Florida
$334K – – –
BWM
1609
Blossom Wealth Management
California
$334K -$3.05K -25 -0.9%
RSWM
1610
Robertson Stephens Wealth Management
California
$333K -$20.2K -166 -6%
FFG
1611
Fiduciary Financial Group
California
$333K +$11.9K +102 +4%
RFN
1612
RDA Financial Network
Iowa
$333K +$333K +2,727 New
CPSC
1613
Carl P. Sherr & Co
Massachusetts
$332K – – –
WSA
1614
Warm Springs Advisors
California
$330K +$12.2K +100 +4%
FH
1615
FWG Holdings
Florida
$330K +$973 +8 +0.3%
FBT
1616
First Bankers Trust
Kentucky
$330K -$72.7K -596 -18%
CCC
1617
Chelsea Counsel Company
California
$329K – – –
BA
1618
Bridgewater Advisors
New York
$329K +$329K +2,702 New
JWBC
1619
J.W. Burns & Co
New York
$328K -$81.2K -666 -20%
MSFP
1620
Mark Sheptoff Financial Planning
Connecticut
$327K – – –
MHR
1621
Matthew Hamilton Rosenberg
$327K -$366 -3 -0.1%
MHC
1622
May Hill Capital
Massachusetts
$327K +$2.07K +17 +0.6%
RDFA
1623
Ritter Daniher Financial Advisory
Ohio
$326K +$244 +2 +0.1%
DWM
1624
Drive Wealth Management
Utah
$325K +$68.4K +561 +27%
TAM
1625
Titleist Asset Management
Texas
$324K -$27.9K -229 -8%
63 64
65
66 67