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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 %
WTB
351
Washington Trust Bank
Washington
$6.24M +$131K +1,307 +2%
SPIA
352
Steward Partners Investment Advisory
New York
$6.2M +$270K +2,697 +5%
Walleye Capital
353
Walleye Capital
New York
$6.06M +$3.96M +39,525 +189%
MSRPS
354
Maryland State Retirement & Pension System
Maryland
$6.01M – – –
Millennium Management
355
Millennium Management
New York
$6M -$5.53M -55,165 -48%
PFS
356
Prospera Financial Services
Texas
$5.99M -$153K -1,525 -2%
MSU
357
Mizuho Securities USA
New York
$5.96M +$5.96M +59,508 New
CIA
358
Capital Investment Advisors
Georgia
$5.96M +$43.4K +433 +0.7%
TPCW
359
TD Private Client Wealth
New York
$5.94M +$60.4K +603 +1%
PFA
360
Pathway Financial Advisers
Indiana
$5.86M +$48.8K +488 +0.8%
KRS
361
Kentucky Retirement Systems
Kentucky
$5.83M -$39.5K -394 -0.7%
KFP
362
KMG Fiduciary Partners
Ohio
$5.78M +$214K +2,140 +4%
CA
363
Commerzbank Aktiengesellschaft
Germany
$5.77M +$121K +1,209 +2%
PMG
364
ProVise Management Group
Florida
$5.73M +$6.72K +67 +0.1%
WA
365
Waverly Advisors
Alabama
$5.67M +$2.01M +20,065 +55%
PP
366
Prudential plc
United Kingdom
$5.62M -$14K -140 -0.2%
FFA
367
Founders Financial Alliance
North Carolina
$5.62M +$190K +1,891 +3%
MPM
368
MBB Public Markets
Illinois
$5.6M +$5.6M +55,895 New
AIMC
369
Alley Investment Management Company
Illinois
$5.58M +$51.7K +516 +0.9%
SPC
370
Sigma Planning Corp
Michigan
$5.56M +$240K +2,393 +5%
Brown Advisory
371
Brown Advisory
Maryland
$5.54M +$442K +4,414 +9%
ASN
372
Advisory Services Network
Georgia
$5.53M -$806K -8,046 -13%
CM
373
Churchill Management
California
$5.51M -$87K -868 -2%
OIA
374
OneDigital Investment Advisors
Kansas
$5.44M +$581K +5,793 +12%
ECM
375
Estabrook Capital Management
New York
$5.39M -$43.1K -430 -0.8%
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