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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 %
LFA
2026
LGT Financial Advisors
Texas
$87.9K +$732 +6 +0.8%
GKIM
2027
GW&K Investment Management
Massachusetts
$84K +$32.7K +267 +64%
EDRH
2028
Edmond de Rothschild Holding
Switzerland
$81.4K – – –
PCTC
2029
Perkins Coie Trust Company
Washington
$79.8K +$610 +5 +0.8%
FC
2030
Fairscale Capital
New Hampshire
$78.1K – – –
JGIA
2031
Jackson Grant Investment Advisers
Connecticut
$77.6K – – –
LI
2032
LRI Investments
Florida
$77.5K – – –
OP
2033
ORG Partners
Indiana
$77.1K -$72.3K -597 -48%
WSCM
2034
Wellington Shields Capital Management
New York
$76.8K -$2.32K -19 -3%
PP
2035
PFS Partners
New Jersey
$76.6K +$610 +5 +0.8%
IRAG
2036
Investment Research & Advisory Group
Georgia
$76.5K +$122 +1 +0.2%
PSFG
2037
Park Square Financial Group
Georgia
$74.5K -$610 -5 -0.8%
SFG
2038
Stonebridge Financial Group
Pennsylvania
$73.1K -$5K -41 -6%
FDCP
2039
Foster Dykema Cabot & Partners
Massachusetts
$72.9K – – –
1M
2040
1248 Management
Missouri
$71.6K +$71.6K +587 New
BWAM
2041
Boyd Watterson Asset Management
Ohio
$71.5K -$10.9K -89 -13%
BAM
2042
Bellevue Asset Management
Washington
$70.5K +$122 +1 +0.2%
GWP
2043
Gen-Wealth Partners
Michigan
$69.8K -$6.71K -55 -9%
FGA
2044
Fortis Group Advisors
New Jersey
$69.5K – – –
GA
2045
GoalVest Advisory
New York
$69.2K +$122 +1 +0.2%
FWA
2046
Flagship Wealth Advisors
Massachusetts
$68.7K – – –
BGAI
2047
Bruce G. Allen Investments
Colorado
$68.5K -$1.1K -9 -2%
MMCM
2048
Murphy & Mullick Capital Management
New York
$67.7K +$244 +2 +0.4%
CA
2049
Centerpoint Advisors
Massachusetts
$67K -$49.4K -408 -42%
VEA
2050
Virtus ETF Advisers
New York
$65.3K +$65.3K +535 New
80 81
82
83 84