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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 %
TSWM
1676
Tyler-Stone Wealth Management
Ohio
$299K -$16.5K -135 -5%
SLG
1677
Stanley-Laman Group
Pennsylvania
$299K +$5.73K +47 +2%
VCM
1678
Versant Capital Management
Arizona
$299K +$165K +1,355 +123%
FA
1679
FDx Advisors
Illinois
$299K -$3.78K -31 -1%
WQ
1680
Wealth Quarterback
New Jersey
$299K +$1.71K +14 +0.6%
FFWA
1681
FRG Family Wealth Advisors
Washington
$299K -$1.22K -10 -0.4%
EFM
1682
E Fund Management
China
$299K +$70.4K +577 +31%
MFS
1683
Miller Financial Services
Michigan
$299K -$67.7K -555 -18%
FCA
1684
Fortis Capital Advisors
Kansas
$299K +$35K +287 +13%
CCFM
1685
Clear Creek Financial Management
Washington
$298K +$10.5K +86 +4%
TWP
1686
Triad Wealth Partners
Kansas
$297K +$40K +328 +16%
CAM
1687
Cozad Asset Management
Illinois
$295K +$28.4K +233 +11%
LFG
1688
Lockerman Financial Group
California
$295K +$2.68K +22 +0.9%
CPRC
1689
Consolidated Portfolio Review Corp
New York
$295K +$122 +1 +0%
YLHM
1690
Yelin Lapidot Holdings Management
Israel
$295K -$89.5K -734 -23%
HCA
1691
Horan Capital Advisors
Ohio
$294K +$37.8K +310 +15%
PWM
1692
Partners Wealth Management
California
$294K -$16.2K -133 -5%
KOC
1693
Koss-Olinger Consulting
Florida
$294K +$294K +2,413 New
DE
1694
Diversified Enterprises
Delaware
$294K +$294K +2,410 New
KCM
1695
Kathmere Capital Management
Pennsylvania
$294K +$294K +2,410 New
KBFS
1696
Kohmann Bosshard Financial Services
Ohio
$293K -$12.2K -100 -4%
CRI
1697
Colonial River Investments
Virginia
$293K -$10.1K -83 -3%
HWM
1698
Howard Wealth Management
Connecticut
$293K +$854 +7 +0.3%
AA
1699
Apriem Advisors
California
$293K – – –
AFGAS
1700
Allegiance Financial Group Advisory Services
Virginia
$292K +$292K +2,397 New
66 67
68
69 70