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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 %
Jacobs Levy Equity Management
1851
Jacobs Levy Equity Management
New Jersey
$226K -$18.4M -151,177 -99%
PL
1852
Plancorp LLC
Missouri
$226K +$226K +1,856 New
AHC
1853
Adell Harriman & Carpenter
Texas
$226K +$226K +1,856 New
OAM
1854
Ostrum Asset Management
France
$226K -$5.98K -49 -3%
PS
1855
Planned Solutions
California
$226K +$226K +1,852 New
1WA
1856
180 Wealth Advisors
Washington
$226K +$226K +1,850 New
HP
1857
Holistic Planning
Texas
$226K +$226K +1,850 New
BRA
1858
Bender Robert & Associates
California
$225K +$225K +1,848 New
BWL
1859
Beacon Wealthcare LLC
North Carolina
$225K +$225K +1,848 New
TWP
1860
Tower Wealth Partners
Pennsylvania
$225K +$225K +1,846 New
LSIA
1861
LaSalle St. Investment Advisors
Illinois
$225K +$225K +1,849 New
WCG
1862
Weaver Consulting Group
California
$225K +$225K +1,842 New
AW
1863
Alteri Wealth
California
$224K -$25.2K -207 -10%
TP
1864
Tranquility Partners
Tennessee
$224K +$224K +1,833 New
AA
1865
Aufman Associates
Pennsylvania
$223K +$223K +1,828 New
RFA
1866
Reyes Financial Architecture
California
$223K +$10.1K +83 +5%
GF
1867
Gries Financial
Ohio
$223K +$223K +1,826 New
OWP
1868
Obermeyer Wealth Partners
Colorado
$222K +$222K +1,824 New
AAS
1869
Annex Advisory Services
Wisconsin
$222K +$222K +1,820 New
LS
1870
Leelyn Smith
Illinois
$221K +$221K +1,815 New
JPMIA
1871
J.P. Marvel Investment Advisors
Massachusetts
$221K +$221K +1,811 New
FFS
1872
Founders Financial Securities
Maryland
$221K +$221K +1,829 New
TCM
1873
Tradewinds Capital Management
Washington
$221K – – –
BOM
1874
Bank of Marin
California
$221K +$221K +1,809 New
RWMG
1875
Redwood Wealth Management Group
New Jersey
$221K +$221K +1,808 New
73 74
75
76 77