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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 %
HPIA
1651
Hamilton Point Investment Advisors
North Carolina
$311K +$6.22K +51 +2%
RWM
1652
Riverbend Wealth Management
South Carolina
$311K +$2.68K +22 +0.9%
LCM
1653
Lazari Capital Management
California
$310K +$1.83K +15 +0.6%
VA
1654
VestGen Advisors
Illinois
$309K +$309K +2,533 New
BWCS
1655
Beirne Wealth Consulting Services
Connecticut
$309K +$854 +7 +0.3%
CAWM
1656
Capital Advisors Wealth Management
Washington
$307K +$12.7K +104 +4%
MCA
1657
Magnolia Capital Advisors
Mississippi
$307K -$4.27K -35 -1%
LCM
1658
LCM Capital Management
Illinois
$307K – – –
SPWG
1659
Syntegra Private Wealth Group
Missouri
$306K +$3.05K +25 +1%
SW
1660
Schulz Wealth
Texas
$306K – – –
WTA
1661
Washington Trust Advisors
Massachusetts
$306K – – –
ES
1662
Eagle Strategies
New York
$305K +$305K +2,504 New
FG
1663
Foster Group
Iowa
$305K +$18.8K +154 +7%
SJL
1664
Shayne & Jacobs LLC
Tennessee
$305K – – –
MWM
1665
Maltin Wealth Management
New Jersey
$305K +$305K +2,500 New
JAA
1666
Joel Adams & Associates
North Carolina
$304K – – –
LA
1667
LexAurum Advisors
Kansas
$303K -$3.17K -26 -1%
GD
1668
Grandfield & Dodd
New York
$303K – – –
RWI
1669
Red Wave Investments
Pennsylvania
$302K – – –
UAS
1670
United Asset Strategies
New York
$302K -$40.5K -332 -12%
LAS
1671
Lloyd Advisory Services
Georgia
$302K -$19.2K -157 -6%
CH
1672
Cromwell Holdings
Wyoming
$301K – – –
WAM
1673
Weatherly Asset Management
California
$301K +$122 +1 +0%
NSAM
1674
North Star Asset Management
Wisconsin
$300K -$19.3K -158 -6%
V
1675
VeraBank
Texas
$300K -$1.46K -12 -0.5%
65 66
67
68 69