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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 %
PCS
2326
Private Client Services
Kentucky
– -$200K -1,857 Closed
FWI
2327
Facet Wealth Inc
Maryland
– -$204K -1,771 Closed
NWWA
2328
New Wave Wealth Advisors
Arkansas
– -$135K -1,258 Closed
ACM
2329
Aster Capital Management
United Arab Emirates
– -$93.2K -865 Closed
CPBTD
2330
Central Pacific Bank - Trust Division
Hawaii
– -$89.7K -833 Closed
CBT
2331
CoreFirst Bank & Trust
Kansas
– -$73.5K -682 Closed
MFG
2332
Menard Financial Group
Texas
– -$63.2K -587 Closed
VIA
2333
Virtus Investment Advisers
Connecticut
– -$57.6K -535 Closed
AFM
2334
Aspetuck Financial Management
Connecticut
– -$41.8K -388 Closed
PCWA
2335
Pacific Capital Wealth Advisors
California
– -$34.2K -317 Closed
OC
2336
Oarsman Capital
Wisconsin
– -$33.5K -311 Closed
MA
2337
Modus Advisors
Minnesota
– -$22.1K -205 Closed
AS
2338
Altshuler Shaham
Israel
– -$20.6K -191 Closed
EC
2339
Elequin Capital
New York
– -$20.4K -189 Closed
RTC
2340
Riverview Trust Company
Washington
– -$18.9K -175 Closed
FP
2341
Financial Perspectives
Minnesota
– -$18.1K -168 Closed
MCM
2342
MidAtlantic Capital Management
Virginia
– -$16.7K -155 Closed
TCG
2343
Transcendent Capital Group
Oklahoma
– -$15.2K -141 Closed
CJL
2344
Cyrus J. Lawrence
New York
– -$13K -121 Closed
FA
2345
Fedenia Advisers
Wisconsin
– -$9.48K -88 Closed
LP
2346
LMR Partners
United Kingdom
– -$7.43K -69 Closed
Capstone Investment Advisors
2347
Capstone Investment Advisors
New York
– -$7.22K -67 Closed
FIA
2348
FPC Investment Advisory
California
– -$7.5K -67 Closed
CJ
2349
Caitlin John
Michigan
– -$6.84K -63 Closed
TCM
2350
Tributary Capital Management
Nebraska
– -$5.39K -50 Closed
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