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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 %
BFA
1626
Buttonwood Financial Advisors
Maryland
$324K -$5.61K -46 -2%
MPM
1627
MBB Public Markets
Illinois
$323K +$323K +2,651 New
VCAM
1628
Van Cleef Asset Management
Ohio
$323K -$12.2K -100 -4%
OA
1629
Oxbow Advisors
Texas
$323K +$323K +2,649 New
GAM
1630
Griffin Asset Management
New York
$323K +$1.34K +11 +0.4%
FMI
1631
F/M Investments
District of Columbia
$322K -$107K -881 -25%
SIG
1632
Spinnaker Investment Group
California
$322K +$122 +1 +0%
LIG
1633
Lokken Investment Group
Delaware
$321K +$10.2K +84 +3%
PCP
1634
Proficio Capital Partners
Massachusetts
$321K +$1.59K +13 +0.5%
CCA
1635
Cravens & Co Advisors
Tennessee
$320K +$366 +3 +0.1%
RFS
1636
Richardson Financial Services
Massachusetts
$320K +$4.64K +38 +1%
HGA
1637
Hobbs Group Advisors
South Carolina
$320K -$42.4K -348 -12%
RCWM
1638
Royal Capital Wealth Management
Indiana
$319K – – –
PK
1639
Pflug Koory
Nebraska
$319K -$1.34K -11 -0.4%
PWM
1640
Partnership Wealth Management
Maryland
$319K – – –
EWM
1641
Elmwood Wealth Management
California
$318K -$12.2K -100 -4%
CNBTD
1642
Citizens National Bank Trust Department
Mississippi
$318K -$21.3K -175 -6%
RPC
1643
Rossmore Private Capital
Connecticut
$316K -$103K -844 -25%
OWA
1644
Opal Wealth Advisors
New York
$314K +$50.3K +412 +19%
Kayne Anderson Rudnick Investment Management
1645
Kayne Anderson Rudnick Investment Management
California
$314K -$3.29K -27 -1%
CWM
1646
Centurion Wealth Management
Virginia
$313K – – –
ITIM
1647
Indiana Trust & Investment Management
Indiana
$312K +$50.6K +415 +19%
DOA
1648
D'Orazio & Associates
Virginia
$312K -$23.1K -189 -7%
AMM
1649
American Money Management
California
$312K – – –
EC
1650
EntryPoint Capital
New York
$312K +$312K +2,554 New
64 65
66
67 68