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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.09B +$204M +1,676,061 +2%
BlackRock
2
BlackRock
New York
$7.7B +$71.4M +585,098 +0.9%
State Street
3
State Street
Massachusetts
$4.94B +$97.6M +800,086 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.24B +$60M +491,658 +3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.21B +$1.2M +9,829 +0.1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.73B -$229M -1,877,010 -12%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.73B +$326M +2,670,364 +23%
Morgan Stanley
8
Morgan Stanley
New York
$1.4B +$39.4M +322,685 +3%
GQG Partners
9
GQG Partners
Florida
$1.25B +$1.24B +10,192,503 +17,880%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.09B +$51M +418,014 +5%
Bank of America
11
Bank of America
North Carolina
$1.06B +$148M +1,213,468 +16%
Charles Schwab
12
Charles Schwab
California
$1.06B +$11.4M +93,699 +1%
Northern Trust
13
Northern Trust
Illinois
$994M +$18.6M +152,542 +2%
Franklin Resources
14
Franklin Resources
California
$886M -$88.1M -722,040 -9%
Legal & General Group
15
Legal & General Group
United Kingdom
$747M +$22.1M +181,449 +3%
NL
16
Nuveen LLC
North Carolina
$702M +$702M +5,758,388 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$620M -$8.59M -70,424 -1%
Capital Research Global Investors
18
Capital Research Global Investors
California
$600M -$83.9M -687,595 -12%
Raymond James Financial
19
Raymond James Financial
Florida
$593M +$281M +2,300,948 +90%
Invesco
20
Invesco
Georgia
$541M -$64.8M -531,132 -11%
Goldman Sachs
21
Goldman Sachs
New York
$532M +$188M +1,542,852 +55%
UBS AM
22
UBS AM
Illinois
$443M +$53.5M +438,754 +14%
UBS Group
23
UBS Group
Switzerland
$440M +$138M +1,131,910 +46%
Wells Fargo
24
Wells Fargo
California
$436M -$3.05M -24,992 -0.7%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$435M – – –
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