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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 %
SL
1901
Sentry LLC
Tennessee
$213K +$213K +1,745 New
SWA
1902
Sax Wealth Advisors
New Jersey
$213K +$213K +1,744 New
MIM
1903
Moseley Investment Management
Florida
$213K +$213K +1,743 New
ZF
1904
Zhang Financial
Michigan
$212K -$28.2K -231 -12%
SWA
1905
Strata Wealth Advisors
Texas
$212K +$212K +1,736 New
HWM
1906
Horizon Wealth Management
Illinois
$211K +$211K +1,731 New
HFS
1907
Hughes Financial Services
Virginia
$211K +$211K +1,742 New
SIA
1908
Strategic Investment Advisors
Michigan
$211K +$211K +1,726 New
OSNBOA
1909
Old Second National Bank of Aurora
Illinois
$211K -$12.2K -100 -5%
SFM
1910
Signet Financial Management
New Jersey
$210K +$210K +1,722 New
FW
1911
FullCircle Wealth
Texas
$210K -$37.2K -308 -15%
CPA
1912
Capital Performance Advisors
California
$210K +$210K +1,718 New
KCFA
1913
Key Client Fiduciary Advisors
New Jersey
$209K -$25.9K -212 -11%
IWA
1914
Inspirion Wealth Advisors
Illinois
$209K +$209K +1,711 New
EWP
1915
Elevation Wealth Partners
California
$208K – – –
PWA
1916
Phoenix Wealth Advisors
North Carolina
$208K +$208K +1,702 New
1IA
1917
1834 Investment Advisors
Wisconsin
$207K +$207K +1,700 New
CAGAS
1918
Capital Advisory Group Advisory Services
Minnesota
$207K +$207K +1,694 New
MMA
1919
Miracle Mile Advisors
California
$207K +$207K +1,693 New
BOC
1920
Blue Oak Capital
California
$206K +$206K +1,692 New
WMWM
1921
Wilkins Miller Wealth Management
Alabama
$206K +$206K +1,690 New
ERIC
1922
Eagle Rock Investment Company
Georgia
$206K +$206K +1,685 New
RIA
1923
Richwood Investment Advisors
Ohio
$206K +$206K +1,685 New
WFMPM
1924
Woodley Farra Manion Portfolio Management
Indiana
$204K -$32K -262 -14%
WCM
1925
Wedge Capital Management
North Carolina
$204K +$204K +1,673 New
75 76
77
78 79