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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 %
William Blair & Company
276
William Blair & Company
Illinois
$10.8M +$161K +1,393 +2%
YCM
277
Yaupon Capital Management
New York
$10.8M +$10.8M +93,599 New
Pacer Advisors
278
Pacer Advisors
Pennsylvania
$10.8M +$1.87M +16,259 +21%
KeyBank National Association
279
KeyBank National Association
Ohio
$10.7M +$172K +1,495 +2%
Pathstone Holdings
280
Pathstone Holdings
New Jersey
$10.7M +$958K +8,308 +10%
Tudor Investment Corp
281
Tudor Investment Corp
Connecticut
$10.7M +$10.7M +92,743 New
CC
282
Covalis Capital
United Kingdom
$10.6M +$10.6M +92,036 New
RJT
283
Raymond James Trust
Florida
$10.5M -$276K -2,398 -3%
AWS
284
Atria Wealth Solutions
New York
$10.4M -$230K -1,997 -2%
FCBT
285
First Citizens Bank & Trust
North Carolina
$10.4M +$727K +6,309 +8%
CIBC World Market
286
CIBC World Market
Ontario, Canada
$10.4M -$143K -1,241 -1%
SOADOR
287
State of Alaska Department of Revenue
Alaska
$10.3M +$665K +5,770 +7%
Rafferty Asset Management
288
Rafferty Asset Management
New York
$10.3M +$604K +5,235 +6%
Capital Fund Management (CFM)
289
Capital Fund Management (CFM)
France
$10.2M +$1.54M +13,317 +18%
ACIM
290
Azimuth Capital Investment Management
Michigan
$10.2M +$188K +1,633 +2%
LBC
291
Lowe Brockenbrough & Co
Virginia
$10.1M +$2.16M +18,702 +27%
Wealthfront Advisers
292
Wealthfront Advisers
California
$10.1M +$1.5M +13,009 +17%
GAM
293
Gotham Asset Management
New York
$10M -$2.67M -23,164 -21%
SPIA
294
Steward Partners Investment Advisory
New York
$10M +$2.9M +25,163 +41%
LW
295
Linscomb Wealth
Texas
$9.98M -$58.3K -506 -0.6%
BIA
296
Biondo Investment Advisors
Pennsylvania
$9.96M +$175K +1,520 +2%
GT
297
Glenmede Trust
Pennsylvania
$9.85M -$456K -3,953 -4%
AG
298
Advocate Group
Minnesota
$9.81M +$111K +961 +1%
TF
299
Tompkins Financial
New York
$9.8M +$114K +989 +1%
VPIM
300
Vanguard Personalized Indexing Management
California
$9.79M +$1.38M +11,977 +16%
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