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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 %
ACIM
301
Azimuth Capital Investment Management
Michigan
$9.75M +$253K +2,347 +3%
OGC
302
Oak Grove Capital
New Hampshire
$9.67M +$5.28M +49,020 +120%
LW
303
Linscomb Wealth
Texas
$9.58M +$258K +2,390 +3%
IGAM
304
iA Global Asset Management
Quebec, Canada
$9.54M +$7.1M +65,875 +291%
Credit Agricole
305
Credit Agricole
France
$9.52M +$6.4M +59,369 +205%
SOADOR
306
State of Alaska Department of Revenue
Alaska
$9.49M -$170K -1,575 -2%
BIA
307
Biondo Investment Advisors
Pennsylvania
$9.49M +$188K +1,741 +2%
LBC
308
Lowe Brockenbrough & Co
Virginia
$9.45M +$4.31K +40 +0%
Rafferty Asset Management
309
Rafferty Asset Management
New York
$9.34M -$240K -2,226 -3%
TF
310
Tompkins Financial
New York
$9.32M +$154K +1,434 +2%
SWIG
311
Strategic Wealth Investment Group
Kentucky
$9.31M +$537K +4,980 +6%
BB
312
Bell Bank
North Dakota
$9.11M +$1.12M +10,439 +14%
SC
313
Savant Capital
Illinois
$9.02M +$431 +4 +0%
CIA
314
CCM Investment Advisers
South Carolina
$9.01M +$1.76M +16,356 +24%
RBC
315
Romano Brothers & Co
Illinois
$8.95M -$51.4K -477 -0.6%
Pacer Advisors
316
Pacer Advisors
Pennsylvania
$8.76M -$1.3M -12,042 -13%
FCBT
317
First Citizens Bank & Trust
North Carolina
$8.76M -$950K -8,822 -10%
AIM
318
Anchor Investment Management
South Carolina
$8.75M -$108 -1 -0%
IMCOOI
319
Investment Management Corp of Ontario (IMCO)
Canada
$8.62M +$5.86M +54,413 +213%
GAM
320
Gotham Asset Management
New York
$8.49M -$898K -8,336 -10%
CIBC World Market
321
CIBC World Market
Ontario, Canada
$8.44M -$1.25M -11,586 -13%
CIAS
322
Capital Investment Advisory Services
North Carolina
$8.37M +$338K +3,136 +4%
AIMC
323
Alley Investment Management Company
Illinois
$8.24M +$2.2M +20,414 +36%
AG
324
Advocate Group
Minnesota
$8.18M -$982K -9,110 -11%
PAG
325
Private Advisor Group
New Jersey
$8.18M -$52K -483 -0.6%
11 12
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