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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 %
SIM
2201
Synergy Investment Management
Florida
$4.15K – – –
CWM
2202
Consultiva Wealth Management
Puerto Rico
$4.15K – – –
PWA
2203
Principia Wealth Advisory
Texas
$4.07K +$1.4K +12 +52%
UIC
2204
Uniplan Investment Counsel
Wisconsin
$3.97K +$3.97K +32 New
EAM
2205
Eukles Asset Management
Ohio
$3.42K – – –
CB
2206
Community Bank
New York
$3.29K – – –
WW
2207
Winnow Wealth
Texas
$2.95K +$1.06K +9 +56%
IMC
2208
Investment Management Corporation
Virginia
$2.93K – – –
GC
2209
Garde Capital
Washington
$2.81K +$2.81K +23 New
CAM
2210
Creekmur Asset Management
Illinois
$2.68K -$1.95K -16 -42%
GWM
2211
Guardian Wealth Management
Illinois
$2.59K – – –
SPF
2212
South Plains Financial
Texas
$2.32K -$15.9K -130 -87%
TFA
2213
Transamerica Financial Advisors
Florida
$2K -$167 -1 -8%
SIC
2214
SJS Investment Consulting
Ohio
$1.95K +$122 +1 +7%
NC
2215
North Capital
Utah
$1.95K +$1.95K +16 New
MHIP
2216
Mountain Hill Investment Partners
New Jersey
$1.84K – – –
RJA
2217
Ross\Johnson & Associates
Minnesota
$1.83K +$1.83K +15 New
TCA
2218
Trifecta Capital Advisors
Illinois
$1.59K – – –
BHWM
2219
Bay Harbor Wealth Management
Maryland
$1.59K +$1.59K +13 New
ACM
2220
Anfield Capital Management
California
$1.46K – – –
SFCL
2221
Strengthening Families & Communities LLC
Massachusetts
$1.22K – – –
OCM
2222
Osterweis Capital Management
California
$1.22K +$1.22K +10 New
VWA
2223
Valued Wealth Advisors
Utah
$1.11K – – –
PMAM
2224
Picton Mahoney Asset Management
Ontario, Canada
$1K -$499K -4,992 -100%
CIAM
2225
Caitong International Asset Management
Hong Kong
$854 -$70.6K -579 -99%
87 88
89
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