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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 %
MHC
326
Meyer Handelman Company
New York
$8.14M -$182K -1,693 -2%
SCTC
327
Sanibel Captiva Trust Company
Florida
$8.14M -$271K -2,516 -3%
CM
328
Churchill Management
California
$8.1M +$280K +2,601 +4%
CNB
329
Camden National Bank
Maine
$8.05M -$55.8K -518 -0.7%
HF
330
HRT Financial
New York
$7.93M +$7.93M +73,559 New
MSU
331
Mizuho Securities USA
New York
$7.89M +$2.49M +23,154 +46%
QCM
332
Quantinno Capital Management
New York
$7.78M +$2.89M +26,845 +59%
RIP
333
Reliant Investment Partners
North Carolina
$7.61M +$7.61M +70,672 New
EMPI
334
Elo Mutual Pension Insurance
Finland
$7.59M +$7.59M +70,470 New
WCM
335
Windward Capital Management
California
$7.55M -$63.4K -588 -0.8%
KPWS
336
Kestra Private Wealth Services
Texas
$7.53M +$618K +5,739 +9%
SWP
337
Strategic Wealth Partners
Ohio
$7.52M +$1.76M +15,402 +30%
BEI
338
Benjamin Edwards Inc
Missouri
$7.49M +$3M +27,837 +67%
PP
339
Prudential plc
United Kingdom
$7.46M +$754 +7 +0%
Mirae Asset Global Investments
340
Mirae Asset Global Investments
South Korea
$7.46M +$2.01M +18,604 +37%
HWM
341
HB Wealth Management
Georgia
$7.4M +$300K +2,784 +4%
BRWA
342
B. Riley Wealth Advisors
Florida
$7.37M -$355K -3,299 -5%
SA
343
Strategic Advisors
New York
$7.33M +$181K +1,680 +3%
WA
344
Waverly Advisors
Alabama
$7.31M +$790K +7,334 +12%
PFS
345
Prospera Financial Services
Texas
$7.2M +$521K +4,835 +8%
CCC
346
Cincinnati Casualty Company
Ohio
$7.14M – – –
NEAM
347
New England Asset Management
Connecticut
$7.14M -$1.01M -9,415 -12%
OPERF
348
Oregon Public Employees Retirement Fund
Oregon
$7.14M +$5.17K +48 +0.1%
PTC
349
Philadelphia Trust Company
Pennsylvania
$7.13M -$1.07M -9,960 -13%
ASN
350
Advisory Services Network
Georgia
$7.11M +$1.16M +10,809 +20%
12 13
14
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