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 %
HFS
1926
Hantz Financial Services
Michigan
$204K +$204K +1,669 New
OFG
1927
Oxford Financial Group
Indiana
$204K +$204K +1,672 New
WAM
1928
Worth Asset Management
Texas
$204K +$204K +1,672 New
RCG
1929
Regatta Capital Group
California
$203K +$203K +1,668 New
A
1930
Allianz
Germany
$203K – – –
SHGA
1931
Sand Hill Global Advisors
California
$203K +$203K +1,666 New
GAM
1932
Gould Asset Management
California
$203K +$203K +1,666 New
NWAG
1933
Net Worth Advisory Group
Utah
$203K +$203K +1,664 New
SI
1934
Saxon Interests
Texas
$203K +$203K +1,664 New
AIM
1935
Advyzon Investment Management
Illinois
$203K +$203K +1,662 New
WA
1936
Whipplewood Advisors
Colorado
$202K -$13.3K -101 -6%
RPCA
1937
Running Point Capital Advisors
California
$202K +$202K +1,657 New
BIG
1938
Brookwood Investment Group
Arizona
$202K +$202K +1,656 New
HA
1939
Herold Advisors
New York
$202K +$202K +1,655 New
MCFP
1940
Mallini Complete Financial Planning
Florida
$202K – – –
SW
1941
SkyOak Wealth
Michigan
$201K +$201K +1,652 New
BC
1942
Barrett & Company
Rhode Island
$201K – – –
HIMS
1943
Hager Investment Management Services
New Hampshire
$201K -$16K -131 -7%
SHFA
1944
SC&H Financial Advisors
Maryland
$201K +$201K +1,650 New
YIA
1945
YHB Investment Advisors
Connecticut
$200K +$200K +1,643 New
BI
1946
Binnacle Investments
Iowa
$198K +$198K +1,625 New
CTB
1947
Country Trust Bank
Illinois
$198K -$25.6K -210 -11%
FUBT
1948
First United Bank & Trust
Maryland
$197K – – –
AT
1949
Arlington Trust
Alabama
$195K – – –
CCA
1950
Catalyst Capital Advisors
New York
$193K -$46K -377 -19%
76 77
78
79 80