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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
28.46%
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
+$254M
2
BlackRock
BlackRock
New York
+$163M
3
Cohen & Steers
Cohen & Steers
New York
+$123M
4
Amundi
Amundi
France
+$83.8M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$83M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$127M
2
CWP
Capital Wealth Planning
Florida
-$102M
3
Marshall Wace
Marshall Wace
United Kingdom
-$92.1M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$77M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
251
Independent Advisor Alliance
North Carolina
$11.7M -$595K -5,934 -5%
QCM
252
QRG Capital Management
Illinois
$11.5M +$503K +5,021 +5%
TC
253
TownSquare Capital
Utah
$11.4M +$824K +8,224 +8%
ProShare Advisors
254
ProShare Advisors
Maryland
$11.2M +$1.02M +10,162 +10%
WIC
255
Willis Investment Counsel
Georgia
$11.2M – – –
GAM
256
Gotham Asset Management
New York
$11.1M -$10.2M -101,564 -48%
IMRF
257
Illinois Municipal Retirement Fund
Illinois
$11M -$5.34M -53,250 -33%
SCA
258
Stonebridge Capital Advisors
Minnesota
$10.9M +$561K +5,593 +5%
IMPI
259
Ilmarinen Mutual Pension Insurance
Finland
$10.9M -$1.45M -14,500 -12%
BWL
260
Bogart Wealth LLC
Virginia
$10.8M -$537K -5,353 -5%
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$10.6M -$195K -1,941 -2%
NYLIM
262
New York Life Investment Management
New York
$10.6M +$66.2K +660 +0.6%
X
263
Xponance
Pennsylvania
$10.4M -$59.3K -592 -0.6%
EAM
264
Eagle Asset Management
Florida
$10.2M -$277K -2,793 -3%
JCM
265
Janney Capital Management
Pennsylvania
$10.1M -$282K -2,818 -3%
ACG
266
Aventail Capital Group
New York
$9.98M -$408K -4,069 -4%
CWM
267
CIBC World Markets
New York
$9.97M +$2.22M +22,144 +29%
Los Angeles Capital Management
268
Los Angeles Capital Management
California
$9.84M +$8.2M +81,825 +502%
AAS
269
Avantax Advisory Services
Texas
$9.8M +$3.04M +30,348 +45%
CCM
270
Cinctive Capital Management
New York
$9.79M +$9.79M +97,635 New
MOACM
271
Mutual of America Capital Management
New York
$9.75M -$377K -3,760 -4%
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$9.7M +$415K +4,141 +4%
BL
273
BCWM LLC
Kansas
$9.68M -$2.14M -21,315 -18%
Janus Henderson Group
274
Janus Henderson Group
United Kingdom
$9.57M -$1.34M -13,383 -12%
ZB
275
Zions Bancorporation
Utah
$9.34M -$250K -2,491 -3%
9 10
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