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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 %
AF
1776
Abound Financial
California
$252K +$1.95K +16 +0.8%
FA
1777
Fountainhead AM
New Jersey
$252K +$2.68K +22 +1%
PTB
1778
Pioneer Trust Bank
Oregon
$252K +$252K +2,066 New
FFM
1779
Forum Financial Management
Illinois
$251K +$244 +2 +0.1%
MFC
1780
Mechanics Financial Corp
Ohio
$251K – – –
SA
1781
Shilanski & Associates
Alaska
$251K -$1.95K -16 -0.8%
FFB
1782
First Financial Bankshares
Texas
$250K – – –
LBA
1783
Letko, Brosseau & Associates
Quebec, Canada
$250K -$250K -2,050 -50%
OL
1784
OneFund LLC
Florida
$250K +$244 +2 +0.1%
GAA
1785
Global Assets Advisory
Florida
$249K +$249K +2,138 New
FGWP
1786
Founders Grove Wealth Partners
Virginia
$249K – – –
SFO
1787
Stokes Family Office
Louisiana
$249K -$33.3K -273 -12%
OPTFSNA
1788
Old Point Trust & Financial Services N A
Virginia
$248K +$116K +948 +88%
CWM
1789
CarsonAllaria Wealth Management
Illinois
$247K +$1.46K +12 +0.6%
TFG
1790
Taylor Financial Group
Virginia
$246K +$246K +2,019 New
CWIG
1791
Chung Wu Investment Group
Texas
$246K – – –
CP
1792
Castleview Partners
Texas
$246K -$16.8K -138 -6%
AFW
1793
Atlantic Family Wealth
Florida
$246K +$15.1K +124 +7%
MCCA
1794
Mill Creek Capital Advisors
Pennsylvania
$245K +$245K +2,007 New
SWP
1795
Semus Wealth Partners
Florida
$244K +$1.95K +16 +0.8%
PJWM
1796
Philip James Wealth Mangement
Georgia
$244K -$21.7K -178 -8%
BBNA
1797
Bremer Bank National Association
Minnesota
$244K – – –
GCM
1798
Graver Capital Management
Ohio
$244K – – –
WCA
1799
Westover Capital Advisors
Delaware
$244K – – –
LKIM
1800
Lawson Kroeker Investment Management
Nebraska
$243K – – –
70 71
72
73 74