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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 %
TSMHT
1726
Thurston Springer Miller Herd & Titak
Indiana
$278K +$13.7K +112 +5%
TA
1727
TrueWealth Advisors
Alabama
$278K -$1.83K -15 -0.7%
SL
1728
Sentinus LLC
Illinois
$278K -$17.3K -142 -6%
MAM
1729
McLean Asset Management
Virginia
$278K -$21.6K -186 -7%
1WM
1730
1900 Wealth Management
Texas
$278K +$122 +1 +0%
VFPW
1731
Vantage Financial Partners (Wisconsin)
Wisconsin
$277K -$2.32K -19 -0.8%
AIM
1732
Alhambra Investment Management
Florida
$277K +$11K +90 +4%
LRPA
1733
L. Roy Papp & Associates
Arizona
$276K – – –
SWM
1734
Salvus Wealth Management
New Jersey
$276K +$26.3K +216 +11%
FMTCOCP
1735
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$276K – – –
TH
1736
TCTC Holdings
Texas
$275K +$52.1K +427 +23%
SMH
1737
Sanders Morris Harris
Texas
$274K – – –
GG
1738
Gleason Group
Kentucky
$273K -$19.1K -157 -7%
MPCG
1739
Matrix Private Capital Group
New York
$273K -$1.34K -11 -0.5%
PIA
1740
Perennial Investment Advisors
California
$272K +$15.7K +129 +6%
SXL
1741
Summit X LLC
Missouri
$272K -$3.29K -27 -1%
MKC
1742
M. Kraus & Co
Vermont
$272K – – –
IPW
1743
Intergy Private Wealth
Colorado
$271K +$13.4K +110 +5%
BWG
1744
Berry Wealth Group
Texas
$271K +$271K +2,222 New
AIA
1745
Alternative Investment Advisors
Florida
$271K +$854 +7 +0.3%
CSB
1746
City State Bank
Iowa
$270K – – –
AWS
1747
Arkfeld Wealth Strategies
Nebraska
$270K +$1.63K +14 +0.6%
ST
1748
Smithfield Trust
Pennsylvania
$270K -$46.8K -385 -15%
LPT
1749
Legacy Private Trust
Wisconsin
$268K +$268K +2,200 New
CPA
1750
Capital Planning Advisors
California
$268K +$1.59K +13 +0.6%
68 69
70
71 72