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Duke Energy
DUK

Overview Fund Activity

1,957 hedge funds and large institutions have $50.5B invested in Duke Energy in 2024 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 766 increasing their positions, 732 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,957
Holders Change
+56
Holders Change %
+2.95%
% of All Funds
28.47%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
171
Increased
766
Reduced
732
Closed
84
Calls
$549M
Puts
$410M
Net Calls
+$138M
Net Calls Change
-$147M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$261M
2
BlackRock
BlackRock
New York
$5.86B
3
Cohen & Steers
Cohen & Steers
New York
$258M
4
Amundi
Amundi
France
$180M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$243M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.03B
2
CWP
Capital Wealth Planning
Florida
$95.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$16.6M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$375M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$13.8M +$11.7M +117,193 +571%
GCM
227
Greenland Capital Management
New York
$13.8M +$2.77M +27,640 +25%
TIAA Trust, National Association
228
TIAA Trust, National Association
North Carolina
$13.8M +$9.91M +98,846 +256%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$13.6M +$312K +3,115 +2%
SDIC
230
South Dakota Investment Council
South Dakota
$13.6M -$92.8K -926 -0.7%
AWAG
231
ARS Wealth Advisors Group
Florida
$13.6M +$415K +4,145 +3%
CFIA
232
Cantor Fitzgerald Investment Advisors
New York
$13.5M -$337K -3,359 -2%
Voloridge Investment Management
233
Voloridge Investment Management
Florida
$13.3M +$13.3M +132,927 New
BNP Paribas Asset Management
234
BNP Paribas Asset Management
France
$13.3M +$1.02M +10,159 +8%
Public Sector Pension Investment Board (PSP Investments)
235
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.1M +$4.36M +43,475 +50%
CTA
236
Colonial Trust Advisors
South Carolina
$13M -$177K -1,761 -1%
JAM
237
Jupiter Asset Management
United Kingdom
$13M +$11.5M +115,088 +797%
LMIM
238
Lockheed Martin Investment Management
Maryland
$13M -$163K -1,630 -1%
VI
239
Vestcor Inc
New Brunswick, Canada
$12.9M +$1.6M +15,926 +14%
GCA
240
Guardian Capital Advisors
Ontario, Canada
$12.9M +$233K +2,268 +2%
BMO
241
Beck Mack & Oliver
New York
$12.8M -$301K -3,000 -2%
TPSF
242
Texas Permanent School Fund
Texas
$12.8M -$3.2M -31,941 -20%
SA
243
Sanctuary Advisors
Indiana
$12.7M +$12.7M +130,474 New
URS
244
Utah Retirement Systems
Utah
$12.7M -$662K -6,600 -5%
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$12.3M +$324K +4,087 +3%
BCM
246
Brookstone Capital Management
Illinois
$12.3M -$517K -4,806 -4%
YCM
247
Yousif Capital Management
Michigan
$12.1M -$113K -1,123 -0.9%
Arrowstreet Capital
248
Arrowstreet Capital
Massachusetts
$12M +$11.7M +116,625 +3,860%
HAI
249
Hennessy Advisors Inc
California
$11.9M +$922K +9,200 +8%
RRAM
250
River Road Asset Management
Kentucky
$11.7M +$1.39M +13,914 +13%
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