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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 %
ACP
2301
Aveo Capital Partners
Colorado
– -$348K -3,234 Closed
WAM
2302
Weiss Asset Management
Massachusetts
– -$344K -3,191 Closed
SCA
2303
Stokes Capital Advisors
South Carolina
– -$343K -3,179 Closed
NCFG
2304
New Century Financial Group
New Jersey
– -$333K -3,094 Closed
Financial Engines Advisors
2305
Financial Engines Advisors
California
– -$325K -3,012 Closed
FC
2306
FORA Capital
Florida
– -$312K -2,897 Closed
XT
2307
XTX Topco
Cayman Islands
– -$309K -2,869 Closed
Optiver Holding
2308
Optiver Holding
Netherlands
– -$285K -2,644 Closed
FMC
2309
First Merchants Corp
Indiana
– -$273K -2,532 Closed
LBC
2310
Leigh Baldwin & Co
New York
– -$257K -2,389 Closed
VCM
2311
Voleon Capital Management
California
– -$257K -2,384 Closed
RT
2312
Rockland Trust
Massachusetts
– -$256K -2,373 Closed
AIIMS
2313
Analyst IMS Investment Management Services
Israel
– -$255K -2,367 Closed
CGFA
2314
Colton Groome Financial Advisors
North Carolina
– -$251K -2,331 Closed
SWM
2315
Shepherd Wealth Management
Ohio
– -$240K -2,230 Closed
BRG
2316
Bay Rivers Group
Virginia
– -$240K -2,224 Closed
SCA
2317
Sulzberger Capital Advisors
Florida
– -$234K -2,170 Closed
NB
2318
Nicolet Bankshares
Wisconsin
– -$224K -2,080 Closed
ODG
2319
O'Dell Group
Ohio
– -$223K -2,069 Closed
AFM
2320
Armstrong Fleming & Moore
District of Columbia
– -$222K -2,062 Closed
CNTOF
2321
Canandaigua National Trust of Florida
New York
– -$220K -2,044 Closed
BDF
2322
Black Diamond Financial
Maryland
– -$210K -1,951 Closed
KIM
2323
Kestra Investment Management
Texas
– -$209K -1,937 Closed
DC
2324
Diametric Capital
Massachusetts
– -$204K -1,897 Closed
EIA
2325
Edgemoor Investment Advisors
Maryland
– -$201K -1,870 Closed
91 92
93
94 95