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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
28.46%
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 %
Rafferty Asset Management
301
Rafferty Asset Management
New York
$8.39M -$502K -5,004 -6%
FNBT
302
FineMark National Bank & Trust
Florida
$8.39M +$3.58M +35,753 +75%
Loomis, Sayles & Company
303
Loomis, Sayles & Company
Massachusetts
$8.37M +$1.95M +19,424 +30%
SCA
304
Snowden Capital Advisors
New York
$8.26M +$38.7K +386 +0.5%
LWANC
305
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.24M -$374K -3,734 -4%
SC
306
Savant Capital
Illinois
$8.23M +$79.5K +793 +1%
SCTC
307
Sanibel Captiva Trust Company
Florida
$8.21M -$282K -2,810 -3%
AIM
308
Anchor Investment Management
South Carolina
$8.02M -$33.9K -338 -0.4%
RBC
309
Romano Brothers & Co
Illinois
$7.97M -$453K -4,523 -5%
MHC
310
Meyer Handelman Company
New York
$7.93M -$1.81M -18,057 -19%
PTC
311
Philadelphia Trust Company
Pennsylvania
$7.78M +$107K +1,066 +1%
Pacer Advisors
312
Pacer Advisors
Pennsylvania
$7.73M -$307K -3,063 -4%
CIP
313
Chartwell Investment Partners
Pennsylvania
$7.64M +$113K +1,127 +2%
CIAS
314
Capital Investment Advisory Services
North Carolina
$7.63M -$116K -1,153 -1%
CNB
315
Camden National Bank
Maine
$7.58M +$1.13M +11,319 +18%
BRWA
316
B. Riley Wealth Advisors
Florida
$7.58M -$849K -8,469 -10%
Capital Fund Management (CFM)
317
Capital Fund Management (CFM)
France
$7.56M -$15.1M -150,227 -67%
NEAM
318
New England Asset Management
Connecticut
$7.54M -$131K -1,310 -2%
PAG
319
Private Advisor Group
New Jersey
$7.53M +$206K +2,052 +3%
Wealthfront Advisers
320
Wealthfront Advisers
California
$7.48M +$1.06M +10,560 +16%
MDCM
321
Morgan Dempsey Capital Management
Wisconsin
$7.26M -$177K -1,765 -2%
VPIM
322
Vanguard Personalized Indexing Management
California
$7.02M +$1.51M +15,719 +27%
WCM
323
Windward Capital Management
California
$6.95M -$68.9K -687 -1%
APF
324
Alaska Permanent Fund
Alaska
$6.93M +$57.5K +526 +0.8%
LBC
325
Lowe Brockenbrough & Co
Virginia
$6.92M +$361K +3,598 +6%
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