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Duke Energy
DUK

Overview Fund Activity

2,052 hedge funds and large institutions have $58.6B invested in Duke Energy in 2024 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 788 increasing their positions, 779 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+95
Holders Change %
+4.85%
% of All Funds
29.68%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.27%
New
198
Increased
788
Reduced
779
Closed
79
Calls
$696M
Puts
$537M
Net Calls
+$159M
Net Calls Change
+$21.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$229M
2
GQG Partners
GQG Partners
Florida
+$207M
3
State Street
State Street
Massachusetts
+$194M
4
Citadel Advisors
Citadel Advisors
Florida
+$187M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$170M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$268M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$193M
3
American Century Companies
American Century Companies
Missouri
-$176M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$127M
5
APG Asset Management
APG Asset Management
Netherlands
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMIM
226
Lockheed Martin Investment Management
Maryland
$16.3M +$1.35M +11,740 +9%
TIAA Trust, National Association
227
TIAA Trust, National Association
North Carolina
$16.2M +$335K +2,908 +2%
AWAG
228
ARS Wealth Advisors Group
Florida
$16M +$349K +3,026 +2%
NA
229
NewEdge Advisors
Louisiana
$16M +$14.1K +122 +0.1%
SDIC
230
South Dakota Investment Council
South Dakota
$15.6M – – –
Public Sector Pension Investment Board (PSP Investments)
231
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.5M +$450K +3,900 +3%
CFIA
232
Cantor Fitzgerald Investment Advisors
New York
$15.5M -$26.6K -231 -0.2%
QCM
233
QRG Capital Management
Illinois
$15.3M +$2.09M +18,123 +16%
CTA
234
Colonial Trust Advisors
South Carolina
$14.9M -$89.2K -774 -0.6%
BNP Paribas Asset Management
235
BNP Paribas Asset Management
France
$14.9M -$440K -3,820 -3%
BCIM
236
British Columbia Investment Management
British Columbia, Canada
$14.8M -$2.19M -18,979 -13%
URS
237
Utah Retirement Systems
Utah
$14.7M +$57.7K +500 +0.4%
GCA
238
Guardian Capital Advisors
Ontario, Canada
$14.7M +$159K +1,372 +1%
Squarepoint
239
Squarepoint
New York
$14.7M -$11.9M -103,068 -45%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$14.5M -$1.15M -9,995 -7%
BMO
241
Beck Mack & Oliver
New York
$14.3M -$473K -4,100 -3%
BBL
242
Beck Bode LLC
Massachusetts
$14.2M +$14.2M +122,751 New
IMPI
243
Ilmarinen Mutual Pension Insurance
Finland
$13.8M +$1.33M +11,500 +11%
VI
244
Vestcor Inc
New Brunswick, Canada
$13.8M -$1.11M -9,669 -7%
WCM
245
Wedge Capital Management
North Carolina
$13.8M -$2.25M -19,475 -14%
BCM
246
Brookstone Capital Management
Illinois
$13.7M +$542K +4,700 +4%
YCM
247
Yousif Capital Management
Michigan
$13.7M -$226K -1,957 -2%
IAA
248
Independent Advisor Alliance
North Carolina
$13.6M +$118K +1,024 +0.9%
PFP
249
Pinnacle Financial Partners
Tennessee
$13.3M +$5.91M +51,218 +80%
IMRF
250
Illinois Municipal Retirement Fund
Illinois
$13.3M +$609K +5,283 +5%
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