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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 %
CCM
251
Cinctive Capital Management
New York
$13.2M +$1.99M +17,229 +18%
TC
252
TownSquare Capital
Utah
$13.2M +$69.6K +604 +0.5%
OHIS
253
Oak Harvest Investment Services
Texas
$13.2M +$2.63M +22,798 +25%
HAI
254
Hennessy Advisors Inc
California
$13.2M -$507K -4,400 -4%
SCA
255
Stonebridge Capital Advisors
Minnesota
$13M +$454K +3,934 +4%
RRAM
256
River Road Asset Management
Kentucky
$13M -$525K -4,550 -4%
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$12.8M +$3.17M +27,462 +33%
WIC
258
Willis Investment Counsel
Georgia
$12.8M +$16.9K +147 +0.1%
AM
259
AGF Management
Ontario, Canada
$12.7M +$2.15M +18,633 +20%
ACA
260
Aptus Capital Advisors
Alabama
$12.3M +$1.7M +14,726 +16%
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$12.2M +$2.42K +21 +0%
X
262
Xponance
Pennsylvania
$12.2M +$207K +1,797 +2%
DS
263
DRW Securities
Illinois
$12.1M +$11.6M +100,993 +2,605%
CWM
264
CIBC World Markets
New York
$12.1M +$611K +5,301 +5%
FNBT
265
FineMark National Bank & Trust
Florida
$11.8M +$2.2M +19,050 +23%
ProShare Advisors
266
ProShare Advisors
Maryland
$11.8M -$1.09M -9,481 -8%
NYLIM
267
New York Life Investment Management
New York
$11.8M -$387K -3,359 -3%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$11.7M +$1.02M +8,844 +10%
JCM
269
Janney Capital Management
Pennsylvania
$11.5M -$129K -1,123 -1%
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$11.3M +$166K +1,441 +1%
AAS
271
Avantax Advisory Services
Texas
$11.3M -$16.6K -144 -0.1%
Janus Henderson Group
272
Janus Henderson Group
United Kingdom
$11.2M +$173K +1,500 +2%
MOACM
273
Mutual of America Capital Management
New York
$11M -$262K -2,275 -2%
BWL
274
Bogart Wealth LLC
Virginia
$10.9M -$1.46M -12,704 -12%
OC
275
Oppenheimer & Co
New York
$10.8M +$150K +1,300 +1%
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