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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 %
CSPIA
1876
Cary Street Partners Investment Advisory
Virginia
$220K +$23.4K +192 +12%
NC
1877
NBW Capital
Massachusetts
$220K +$220K +1,802 New
AGWCA
1878
Annis Gardner Whiting Capital Advisors
Florida
$220K +$488 +4 +0.2%
JJBC
1879
James J. Burns & Company
New York
$219K +$219K +1,796 New
LA
1880
Lifeworks Advisors
Michigan
$219K +$219K +1,794 New
JWM
1881
Jessup Wealth Management
Ohio
$219K +$219K +1,793 New
TWA
1882
TCI Wealth Advisors
Arizona
$218K -$30.5K -250 -12%
CWG
1883
Crown Wealth Group
North Carolina
$218K +$218K +1,788 New
AA
1884
Acorns Advisers
California
$218K +$218K +1,785 New
SC
1885
Stephens Consulting
Michigan
$218K -$6.34K -52 -3%
CRIG
1886
Charter Research & Investment Group
Connecticut
$217K +$217K +1,781 New
MWM
1887
Mattern Wealth Management
Kansas
$217K +$217K +1,780 New
SIAG
1888
Safeguard Investment Advisory Group
California
$217K +$217K +1,780 New
CFSG
1889
Clark Financial Services Group
Missouri
$216K +$216K +1,770 New
FAT
1890
First American Trust
California
$215K +$215K +1,766 New
FAG
1891
Fortitude Advisory Group
Washington
$215K +$215K +1,789 New
CWM
1892
Chesapeake Wealth Management
Virginia
$215K +$215K +1,763 New
Acadian Asset Management
1893
Acadian Asset Management
Massachusetts
$215K -$26.9K -221 -11%
BWM
1894
BCS Wealth Management
Tennessee
$215K +$215K +1,762 New
IAA
1895
Ironsides Asset Advisors
North Carolina
$215K -$97K -795 -31%
SA
1896
Sovran Advisors
California
$214K +$214K +1,757 New
CFP
1897
Curran Financial Partners
South Carolina
$214K -$36.4K -298 -15%
PBF
1898
Petix & Botte Financial
California
$214K +$214K +1,752 New
KG
1899
Kieckhefer Group
Wisconsin
$213K – – –
CIA
1900
Compass Ion Advisors
Pennsylvania
$213K -$21.8K -179 -9%
74 75
76
77 78