DUK icon

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 %
LCM
1801
Liberty Capital Management
Michigan
$243K +$243K +1,991 New
UWP
1802
Uniting Wealth Partners
Kansas
$242K +$488 +4 +0.2%
SWA
1803
SFMG Wealth Advisors
Texas
$242K +$1.95K +16 +0.8%
VHAM
1804
Van Hulzen Asset Management
California
$242K -$244 -2 -0.1%
COCM
1805
Charter Oak Capital Management
New Hampshire
$242K +$2.2K +18 +0.9%
GM
1806
GeoWealth Management
Illinois
$241K -$35.2K -289 -13%
WBC
1807
West Branch Capital
Massachusetts
$241K -$6.83K -56 -3%
SIS
1808
Strategic Investment Solutions
Illinois
$240K +$4.39K +36 +2%
PWM
1809
Provident Wealth Management
Tennessee
$239K – – –
DWM
1810
Darwin Wealth Management
Florida
$239K – – –
MF
1811
Meridian Financial
Massachusetts
$239K – – –
PIM
1812
Plato Investment Management
Australia
$239K – – –
RRCM
1813
Rappaport Reiches Capital Management
Illinois
$238K +$238K +1,953 New
TI
1814
tru Independence
Oregon
$238K +$2.44K +20 +1%
HBW
1815
Hazlett, Burt & Watson
West Virginia
$238K -$8.89K -73 -4%
SHFP
1816
Second Half Financial Partners
Florida
$237K -$3.66K -30 -2%
PMSA
1817
Patrick M. Sweeney & Associates
Illinois
$236K +$122 +1 +0.1%
AG
1818
AlTi Global
New York
$236K -$26K -213 -10%
LWM
1819
Liberty Wealth Management
California
$236K -$10.1K -83 -4%
GP
1820
Greenline Partners
New York
$235K +$3.42K +28 +1%
BMCM
1821
Bryn Mawr Capital Management
Pennsylvania
$235K +$235K +1,927 New
GA
1822
Goldstein Advisors
Wisconsin
$235K +$235K +1,927 New
EHWM
1823
Eads & Heald Wealth Management
Georgia
$235K – – –
WAC
1824
William Allan Corp
Colorado
$233K +$233K +1,910 New
HIA
1825
Harbor Investment Advisory
Maryland
$233K +$21.5K +176 +10%
71 72
73
74 75