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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 %
Teacher Retirement System of Texas
251
Teacher Retirement System of Texas
Texas
$14.2M -$46.2M -428,444 -76%
URS
252
Utah Retirement Systems
Utah
$13.8M +$21.5K +200 +0.2%
CTA
253
Colonial Trust Advisors
South Carolina
$13.5M -$404K -3,752 -3%
GP
254
Guardian Partners
Canada
$13.5M +$13.5M +125,036 New
BMO
255
Beck Mack & Oliver
New York
$13.5M +$151K +1,400 +1%
CWM
256
CIBC World Markets
New York
$13.1M +$1.84M +17,088 +16%
VI
257
Vestcor Inc
New Brunswick, Canada
$13M +$147K +1,360 +1%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$13M -$546K -5,068 -4%
PFP
259
Pinnacle Financial Partners
Tennessee
$12.9M +$67.7K +607 +0.5%
Fidelity International
260
Fidelity International
Bermuda
$12.9M -$3.69M -34,218 -22%
TC
261
TownSquare Capital
Utah
$12.9M +$557K +5,166 +5%
YCM
262
Yousif Capital Management
Michigan
$12.7M -$165K -1,531 -1%
HAI
263
Hennessy Advisors Inc
California
$12.6M +$334K +3,100 +3%
IIM
264
Intact Investment Management
Quebec, Canada
$12.6M +$7.28M +67,570 +136%
BCM
265
Brookstone Capital Management
Illinois
$12.6M -$240K -2,229 -2%
SPIA
266
Steward Partners Investment Advisory
New York
$12.5M +$3.15M +29,281 +34%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$12.4M +$1.43M +13,248 +13%
SCA
268
Stonebridge Capital Advisors
Minnesota
$12.3M +$145K +1,346 +1%
PFSRSONJ
269
Police & Firemen's Retirement System of New Jersey
New Jersey
$12.1M +$12.1M +112,321 New
WIC
270
Willis Investment Counsel
Georgia
$12M +$2.48K +23 +0%
GCM
271
Greenland Capital Management
New York
$12M +$12M +111,242 New
X
272
Xponance
Pennsylvania
$11.9M +$461K +4,278 +4%
RWP
273
RWA Wealth Partners
Massachusetts
$11.4M +$6.02M +55,921 +111%
AAS
274
Avantax Advisory Services
Texas
$11.2M +$722K +6,705 +7%
NYLIM
275
New York Life Investment Management
New York
$11.2M +$108K +1,006 +1%
9 10
11
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