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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 %
CAM
1826
Cypress Asset Management
Texas
$233K -$32.6K -267 -12%
KCAM
1827
Kagan Cocozza Asset Management
New Jersey
$233K -$7.32K -60 -3%
SIS
1828
Sound Income Strategies
Florida
$233K +$46.8K +384 +25%
TW
1829
TritonPoint Wealth
Maryland
$233K +$233K +1,907 New
MCM
1830
MV Capital Management
Maryland
$231K +$1.95K +16 +0.9%
PFG
1831
Prosperity Financial Group
California
$231K +$231K +1,896 New
GHAM
1832
Gilman Hill Asset Management
Connecticut
$231K – – –
CMAI
1833
Capital Management Associates Inc
Minnesota
$231K +$231K +1,892 New
SCM
1834
Silvant Capital Management
Georgia
$230K – – –
BFA
1835
Beaumont Financial Advisors
Massachusetts
$230K +$230K +1,885 New
LIA
1836
LifePlan Investment Advisors
North Carolina
$229K – – –
AP
1837
Atwood & Palmer
Missouri
$229K +$64.6K +530 +39%
MA
1838
Mezzasalma Advisors
New Jersey
$229K +$229K +1,878 New
IWC
1839
Infinity Wealth Counsel
Ohio
$229K – – –
PIA
1840
Pinion Investment Advisors
Kansas
$229K -$34.6K -284 -13%
CCM
1841
Crew Capital Management
Ohio
$228K +$228K +1,873 New
NFGCM
1842
Norman Fields Gottscho Capital Management
New York
$228K – – –
FFG
1843
Frisch Financial Group
New York
$228K +$228K +1,872 New
BMC
1844
Benin Management Corp
Connecticut
$228K – – –
EL
1845
EWA LLC
Pennsylvania
$228K +$228K +1,866 New
TF
1846
Trek Financial
Arizona
$227K +$227K +1,864 New
SPA
1847
Sherbrooke Park Advisers
New York
$227K -$416K -3,411 -65%
PAS
1848
Point72 Asia (Singapore)
Singapore
$227K +$227K +1,861 New
BW
1849
Balance Wealth
Ohio
$227K +$227K +1,859 New
MCM
1850
Mainstay Capital Management
Michigan
$227K +$227K +1,858 New
72 73
74
75 76