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Duke Energy
DUK

Overview Fund Activity

2,176 hedge funds and large institutions have $55B invested in Duke Energy in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 882 increasing their positions, 724 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,176
Holders Change
+124
Holders Change %
+6.04%
% of All Funds
28.96%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.31%
New
271
Increased
882
Reduced
724
Closed
117
Calls
$495M
Puts
$414M
Net Calls
+$80.4M
Net Calls Change
-$79M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$443M
2
BlackRock
BlackRock
New York
+$226M
3
Millennium Management
Millennium Management
New York
+$168M
4
ECM
ExodusPoint Capital Management
New York
+$164M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$123M

Top Sellers

1
PFA
Pathway Financial Advisers
Indiana
-$724M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$497M
3
GQG Partners
GQG Partners
Florida
-$467M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$187M
5
Bank of America
Bank of America
North Carolina
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
226
NewEdge Advisors
Louisiana
$16.3M +$1.43M +13,228 +10%
CF
227
Clarity Financial
Texas
$16.3M -$3.23M -29,958 -17%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$16.3M -$1.64M -15,205 -9%
AB
229
Amalgamated Bank
New York
$16.3M -$374K -3,467 -2%
CIC
230
Canal Insurance Company
South Carolina
$16.2M – – –
LWANC
231
Laurel Wealth Advisors (North Carolina)
North Carolina
$16M +$7.43M +68,977 +87%
BCIM
232
British Columbia Investment Management
British Columbia, Canada
$15.9M +$2.06M +19,095 +15%
ELC
233
Edgar Lomax Company
Virginia
$15.7M -$304K -2,825 -2%
TIAA Trust, National Association
234
TIAA Trust, National Association
North Carolina
$15.6M +$522K +4,843 +3%
NAM
235
Nissay Asset Management
Japan
$15.6M -$532K -4,913 -3%
Robeco Institutional Asset Management
236
Robeco Institutional Asset Management
Netherlands
$15.5M -$1.92M -17,797 -11%
CAMG
237
CWA Asset Management Group
Florida
$15.5M -$715K -6,633 -4%
AWAG
238
ARS Wealth Advisors Group
Florida
$15M +$43.7K +406 +0.3%
SF
239
Synovus Financial
Georgia
$14.9M -$1.09M -10,106 -7%
BBL
240
Beck Bode LLC
Massachusetts
$14.9M +$1.71M +15,888 +13%
Capital Fund Management (CFM)
241
Capital Fund Management (CFM)
France
$14.8M +$5.26M +48,778 +55%
IMPI
242
Ilmarinen Mutual Pension Insurance
Finland
$14.8M +$1.83M +17,000 +14%
LMIM
243
Lockheed Martin Investment Management
Maryland
$14.7M -$525K -4,870 -3%
CFIA
244
Cantor Fitzgerald Investment Advisors
New York
$14.6M +$120K +1,113 +0.8%
SDIC
245
South Dakota Investment Council
South Dakota
$14.6M – – –
P
246
&Partners
Tennessee
$14.6M +$6.58M +61,003 +82%
IAA
247
Independent Advisor Alliance
North Carolina
$14.4M +$1.73M +16,070 +14%
Man Group
248
Man Group
United Kingdom
$14.3M -$33.3M -309,192 -70%
ACA
249
Aptus Capital Advisors
Alabama
$14.3M +$2.83M +26,237 +25%
ProShare Advisors
250
ProShare Advisors
Maryland
$14.2M +$3.17M +29,380 +29%
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