DUK icon

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 %
Wealthfront Advisers
276
Wealthfront Advisers
California
$11.1M +$1.67M +15,484 +18%
BPAMU
277
BTG Pactual Asset Management US
New York
$11.1M +$11.1M +102,951 New
FNBT
278
FineMark National Bank & Trust
Florida
$11.1M +$5.06K +47 +0%
Daiwa Securities Group
279
Daiwa Securities Group
Japan
$11M -$961K -8,924 -8%
Public Employees Retirement Association of Colorado
280
Public Employees Retirement Association of Colorado
Colorado
$11M -$378K -3,504 -3%
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$11M +$442K +4,102 +4%
CPCPP
282
Canada Post Corporation Pension Plan
Canada
$11M +$11M +101,825 New
NAAA
283
New Age Alpha Advisors
New York
$11M +$10.9M +101,327 +27,991%
AWS
284
Atria Wealth Solutions
New York
$10.9M +$1.2M +11,154 +12%
AM
285
AGF Management
Ontario, Canada
$10.9M -$982K -9,114 -8%
SAM
286
Silvercrest Asset Management
New York
$10.7M +$9.14M +84,816 +581%
JCM
287
Janney Capital Management
Pennsylvania
$10.6M -$186K -1,725 -2%
Janus Henderson Group
288
Janus Henderson Group
United Kingdom
$10.5M +$104K +970 +1%
BWL
289
Bogart Wealth LLC
Virginia
$10.3M +$120K +1,117 +1%
VPIM
290
Vanguard Personalized Indexing Management
California
$10.3M +$1.15M +10,680 +13%
VLKIM
291
Van Lanschot Kempen Investment Management
Netherlands
$10.3M +$9.15M +84,924 +802%
BHCM
292
Brevan Howard Capital Management
Jersey
$10.2M +$7.41M +68,759 +263%
OC
293
Oppenheimer & Co
New York
$10.2M +$68.5K +636 +0.7%
Pathstone Holdings
294
Pathstone Holdings
New Jersey
$10.2M +$175K +1,620 +2%
KeyBank National Association
295
KeyBank National Association
Ohio
$10.2M +$146K +1,357 +1%
RRAM
296
River Road Asset Management
Kentucky
$10.2M -$1.97M -18,312 -16%
AF
297
Allworth Financial
California
$10.1M +$7.95M +73,066 +369%
William Blair & Company
298
William Blair & Company
Illinois
$10.1M -$18.6K -173 -0.2%
MOACM
299
Mutual of America Capital Management
New York
$9.97M -$272K -2,523 -3%
BL
300
BCWM LLC
Kansas
$9.82M +$9.82M +91,100 New
10 11
12
13 14