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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
28.47%
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 %
ETC
276
Exchange Traded Concepts
Oklahoma
$9.34M -$273K -2,722 -3%
RJT
277
Raymond James Trust
Florida
$9.33M +$573K +5,717 +7%
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$9.32M +$2.31M +23,012 +33%
OC
279
Oppenheimer & Co
New York
$9.3M +$585K +5,841 +7%
AWS
280
Atria Wealth Solutions
New York
$9.26M +$95.7K +955 +1%
William Blair & Company
281
William Blair & Company
Illinois
$9.25M +$229K +2,289 +3%
ACA
282
Aptus Capital Advisors
Alabama
$9.2M +$1.72M +17,146 +23%
KeyBank National Association
283
KeyBank National Association
Ohio
$9.19M +$1.89M +18,875 +26%
OHIS
284
Oak Harvest Investment Services
Texas
$9.17M +$273K +2,725 +3%
AM
285
AGF Management
Ontario, Canada
$9.15M +$340K +3,388 +4%
CIBC World Market
286
CIBC World Market
Ontario, Canada
$9.13M +$86K +858 +1%
Fidelity International
287
Fidelity International
Bermuda
$9M +$9M +89,764 New
GT
288
Glenmede Trust
Pennsylvania
$8.96M +$2.79M +27,839 +45%
DIA
289
Dean Investment Associates
Ohio
$8.9M -$394K -3,930 -4%
BB
290
Bell Bank
North Dakota
$8.77M -$171K -1,710 -2%
LW
291
Linscomb Wealth
Texas
$8.72M +$88.2K +880 +1%
ACIM
292
Azimuth Capital Investment Management
Michigan
$8.67M +$154K +1,538 +2%
BIA
293
Biondo Investment Advisors
Pennsylvania
$8.5M +$296K +2,951 +4%
Pathstone Holdings
294
Pathstone Holdings
New Jersey
$8.49M +$810K +8,083 +11%
AG
295
Advocate Group
Minnesota
$8.43M +$173K +1,731 +2%
TF
296
Tompkins Financial
New York
$8.42M -$78.9K -787 -0.9%
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$8.42M +$768K +7,658 +10%
SOADOR
298
State of Alaska Department of Revenue
Alaska
$8.41M +$29.1K +290 +0.3%
FCBT
299
First Citizens Bank & Trust
North Carolina
$8.4M +$468K +4,666 +6%
Bank of Nova Scotia
300
Bank of Nova Scotia
Ontario, Canada
$8.4M -$1.71M -17,108 -17%
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