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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 %
OF
1751
Optimize Financial
California
$266K +$266K +2,183 New
RBC
1752
Roble Belko & Company
Pennsylvania
$266K – – –
SIM
1753
Sentry Investment Management
Wisconsin
$265K -$79.2K -678 -23%
OPPS
1754
Obsidian Personal Planning Solutions
Maryland
$263K – – –
CA
1755
Capital Advantage
California
$263K – – –
EA
1756
Everpar Advisors
Oklahoma
$260K +$260K +2,129 New
CG
1757
Curat Global
New Hampshire
$260K +$260K +2,043 New
AWM
1758
Angeles Wealth Management
California
$259K +$19.8K +162 +8%
NWMG
1759
Nicholson Wealth Management Group
South Carolina
$259K – – –
PCM
1760
Prelude Capital Management
New York
$259K +$32.7K +268 +14%
EIM
1761
Essex Investment Management
Massachusetts
$259K -$732 -6 -0.3%
AA
1762
Auxano Advisors
Washington
$258K +$3.05K +25 +1%
LCWP
1763
Legacy Capital Wealth Partners
Arkansas
$258K +$14.5K +119 +6%
RWA
1764
Redhawk Wealth Advisors
Minnesota
$258K +$2.2K +18 +0.9%
PTCG
1765
Pring Turner Capital Group
California
$257K +$21.1K +173 +9%
PIM
1766
Penobscot Investment Management
Massachusetts
$257K +$257K +2,106 New
RFA
1767
RTD Financial Advisors
Pennsylvania
$256K +$256K +2,102 New
LAM
1768
Longboard Asset Management
Arizona
$256K – – –
WAM
1769
WealthTrust Asset Management
Florida
$256K +$976 +8 +0.4%
HT
1770
Heritage Trust
Oklahoma
$256K -$45.4K -372 -15%
BF
1771
bLong Financial
Tennessee
$254K – – –
WAG
1772
Winthrop Advisory Group
Massachusetts
$254K -$1.46K -12 -0.6%
UAG
1773
United Advisor Group
Ohio
$254K -$133K -1,091 -34%
PCA
1774
Peddock Capital Advisors
Massachusetts
$253K +$1.95K +16 +0.8%
SRC
1775
Stone Run Capital
New York
$253K – – –
69 70
71
72 73