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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 %
JF
1701
Joule Financial
Kentucky
$292K +$6.1K +50 +2%
MEAC
1702
M.E. Allison & Co
Texas
$291K +$244 +2 +0.1%
CPC
1703
Consolidated Planning Corp
Georgia
$291K -$44.9K -368 -13%
KSB
1704
Kennebec Savings Bank
Maine
$291K -$139K -1,136 -32%
FPWM
1705
FSB Premier Wealth Management
Iowa
$291K -$35.9K -294 -11%
TFP
1706
Tilia Fiduciary Partners
North Carolina
$288K +$488 +4 +0.2%
PP
1707
Patron Partners
Texas
$287K – – –
KIA
1708
Kraematon Investment Advisors
Massachusetts
$287K -$39.2K -321 -12%
PBK
1709
Peoples Bank (Kansas)
Kansas
$287K -$50.7K -416 -15%
SCP
1710
Sivia Capital Partners
California
$286K +$11.1K +91 +4%
FRA
1711
Front Row Advisors
California
$286K -$118K -968 -29%
TWM
1712
Tradition Wealth Management
Minnesota
$284K -$1.1K -9 -0.4%
PFA
1713
Pettinga Financial Advisors
Indiana
$283K – – –
PB
1714
Pinnacle Bancorp
Nebraska
$283K +$3.05K +25 +1%
AHL
1715
Abel Hall LLC
Louisiana
$282K +$282K +2,308 New
BCCM
1716
Bridge Creek Capital Management
Massachusetts
$281K – – –
ISFAN
1717
Investor's Fiduciary Advisor Network
Washington
$281K -$69.1K -567 -20%
MAM
1718
Mainsail Asset Management
Alabama
$281K +$3.78K +31 +1%
FFC
1719
First Financial Corp
Indiana
$281K -$26.8K -220 -9%
VCM
1720
Virtue Capital Management
Tennessee
$280K +$32.8K +269 +13%
SF
1721
Slagle Financial
Illinois
$280K -$37.7K -309 -12%
S
1722
Sunpointe
Missouri
$279K +$1.59K +13 +0.6%
HWMG
1723
Hurlow Wealth Management Group
Indiana
$279K +$244 +2 +0.1%
BST
1724
Bath Savings Trust
Maine
$279K +$3.05K +25 +1%
WI
1725
WrapManager Inc
California
$278K -$23.5K -193 -8%
67 68
69
70 71