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Duke Energy
DUK

Overview Fund Activity

1,901 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 735 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.56%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
735
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
$1.6B
2
ECM
ExodusPoint Capital Management
New York
$106M
3
Cohen & Steers
Cohen & Steers
New York
$130M
4
Marshall Wace
Marshall Wace
United Kingdom
$105M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$85.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$764M
3
State Street
State Street
Massachusetts
$3.72B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.95B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$483M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
226
Utah Retirement Systems
Utah
$12.9M -$9.67K -100 -0.1%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$284K +2,932 +2%
CTA
228
Colonial Trust Advisors
South Carolina
$12.8M -$456K -4,710 -3%
AWAG
229
ARS Wealth Advisors Group
Florida
$12.7M +$1.52M +15,685 +14%
BMO
230
Beck Mack & Oliver
New York
$12.7M +$19.3K +200 +0.2%
LMIM
231
Lockheed Martin Investment Management
Maryland
$12.5M -$1.18M -12,300 -9%
NA
232
NewEdge Advisors
Louisiana
$12.4M +$265K +2,735 +2%
IMPI
233
Ilmarinen Mutual Pension Insurance
Finland
$11.9M +$1.11M +11,500 +10%
IAA
234
Independent Advisor Alliance
North Carolina
$11.9M +$251K +2,597 +2%
BNP Paribas Asset Management
235
BNP Paribas Asset Management
France
$11.8M -$4.41M -45,597 -27%
YCM
236
Yousif Capital Management
Michigan
$11.8M -$281K -2,908 -2%
GCA
237
Guardian Capital Advisors
Ontario, Canada
$11.6M -$102K -1,082 -0.9%
BCM
238
Brookstone Capital Management
Illinois
$11.5M -$2.8M -28,986 -20%
BL
239
BCWM LLC
Kansas
$11.4M -$404K -4,173 -3%
Jane Street
240
Jane Street
New York
$11.3M -$13.4M -138,653 -54%
Millennium Management
241
Millennium Management
New York
$11.1M +$7.46M +77,140 +204%
VI
242
Vestcor Inc
New Brunswick, Canada
$10.9M -$455K -4,707 -4%
BWL
243
Bogart Wealth LLC
Virginia
$10.9M +$240K +2,486 +2%
WIC
244
Willis Investment Counsel
Georgia
$10.8M – – –
GCM
245
Greenland Capital Management
New York
$10.6M +$3.54M +36,604 +50%
HAI
246
Hennessy Advisors Inc
California
$10.6M -$493K -5,100 -4%
QCM
247
QRG Capital Management
Illinois
$10.6M +$163K +1,683 +2%
Janus Henderson Group
248
Janus Henderson Group
United Kingdom
$10.5M +$902K +9,334 +9%
Public Employees Retirement Association of Colorado
249
Public Employees Retirement Association of Colorado
Colorado
$10.4M -$498K -5,151 -5%
SG Americas Securities
250
SG Americas Securities
New York
$10.4M +$6.9M +71,370 +197%
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