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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 %
BC
201
Bruce & Co
Illinois
$21.4M -$2.44M -20,000 -10%
Universal-Beteiligungs- und Servicegesellschaft
202
Universal-Beteiligungs- und Servicegesellschaft
Germany
$21.4M +$189K +1,549 +0.9%
Daiwa Securities Group
203
Daiwa Securities Group
Japan
$21.3M +$8.84M +72,474 +71%
CF
204
Corebridge Financial
Texas
$21.1M -$545K -4,466 -3%
WIC
205
Woodmont Investment Counsel
Tennessee
$21.1M +$682K +5,593 +3%
Verition Fund Management
206
Verition Fund Management
Connecticut
$20.9M -$84.6M -693,823 -80%
II
207
IFM Investors
Australia
$20.7M -$5.81M -47,634 -22%
SPIA
208
Steward Partners Investment Advisory
New York
$20.7M +$6.49M +53,209 +46%
KAS
209
Kestra Advisory Services
Texas
$20.6M +$1.77M +14,480 +9%
Retirement Systems of Alabama
210
Retirement Systems of Alabama
Alabama
$20.3M -$60.5K -496 -0.3%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$20.2M -$3.26M -26,759 -14%
CF
212
Clarity Financial
Texas
$20.1M +$1.66M +13,639 +9%
SCM
213
Sone Capital Management
New York
$20.1M +$12.1M +99,540 +152%
LMIM
214
Lockheed Martin Investment Management
Maryland
$19.8M +$3.23M +26,470 +19%
Bank Julius Baer & Co
215
Bank Julius Baer & Co
Switzerland
$19.6M +$16.7M +128,569 +577%
IGAM
216
iA Global Asset Management
Quebec, Canada
$19.6M +$8.8M +72,137 +81%
NA
217
NewEdge Advisors
Louisiana
$19.6M +$1.06M +8,711 +6%
ACA
218
Aptus Capital Advisors
Alabama
$19.4M +$3.2M +26,230 +20%
BCI
219
Brinker Capital Investments
Pennsylvania
$19.2M +$521K +4,270 +3%
OPS
220
Orion Portfolio Solutions
Nebraska
$19.2M +$521K +4,270 +3%
DILIC
221
Dai-ichi Life Insurance Company
Japan
$19M -$269K -2,209 -1%
TIAA Trust, National Association
222
TIAA Trust, National Association
North Carolina
$18.9M +$1.17M +9,561 +7%
LWANC
223
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.7M +$574K +4,703 +3%
AB
224
Amalgamated Bank
New York
$18.7M +$223K +1,828 +1%
SAM
225
Silvercrest Asset Management
New York
$18.4M +$6.31M +51,773 +52%
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