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 %
DC
176
Davenport & Co
Virginia
$26.3M +$524K +4,293 +2%
SOMRS
177
State of Michigan Retirement System
Michigan
$25.7M +$110K +900 +0.4%
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$25.4M +$9.38M +76,880 +58%
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$25.4M +$2.41M +19,811 +11%
BG
180
Bollard Group
Massachusetts
$25.4M +$205K +1,678 +0.8%
Public Sector Pension Investment Board (PSP Investments)
181
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.3M -$9.51M -77,975 -27%
FHA
182
First Horizon Advisors
Tennessee
$25.3M +$19.6M +160,562 +345%
GGI
183
Godsey & Gibb Inc
Virginia
$24.9M +$271K +2,220 +1%
DekaBank Deutsche Girozentrale
184
DekaBank Deutsche Girozentrale
Germany
$24.7M -$51K -429 -0.2%
MIM
185
MetLife Investment Management
New Jersey
$24.6M -$362K -2,972 -1%
QCM
186
QRG Capital Management
Illinois
$24.5M +$2.2M +18,065 +10%
PI
187
PineBridge Investments
New York
$23.9M -$1.85M -15,172 -7%
SFM
188
Stack Financial Management
Montana
$23.8M -$431K -3,533 -2%
CA
189
CapWealth Advisors
Tennessee
$23.6M +$642K +5,260 +3%
APG Asset Management
190
APG Asset Management
Netherlands
$23.4M -$4.04M -35,797 -15%
UB
191
UMB Bank
Missouri
$23.1M +$67.9K +557 +0.3%
BF
192
BOK Financial
Oklahoma
$22.6M +$1.59M +13,051 +8%
OAM
193
Oppenheimer Asset Management
New York
$22.5M +$29.5K +242 +0.1%
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$22.5M +$3.97M +32,549 +21%
IMRF
195
Illinois Municipal Retirement Fund
Illinois
$22.1M -$11.1M -90,780 -33%
Calamos Advisors
196
Calamos Advisors
Illinois
$21.8M +$243K +1,990 +1%
CNB
197
Czech National Bank
Czech Republic
$21.7M +$1.31M +10,745 +6%
NAM
198
NorthCrest Asset Manangement
Minnesota
$21.7M +$344K +2,823 +2%
Mirae Asset Global ETFs Holdings
199
Mirae Asset Global ETFs Holdings
Hong Kong
$21.5M -$6.68M -54,800 -24%
PAM
200
Panagora Asset Management
Massachusetts
$21.5M +$18M +147,789 +520%
6 7
8
9 10