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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 %
SCM
351
Sone Capital Management
New York
$7.06M +$7.06M +65,550 New
NC
352
NewSquare Capital
Pennsylvania
$7.05M -$37.3K -351 -0.5%
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$7.02M +$347K +3,225 +5%
OL
354
one8zero8 LLC
North Carolina
$7.02M +$7.02M +65,165 New
BA
355
BCM Advisors
Louisiana
$6.87M +$5.24K +46 +0.1%
PP
356
Patten & Patten
Tennessee
$6.85M -$132K -1,229 -2%
APF
357
Alaska Permanent Fund
Alaska
$6.83M – – –
KIG
358
Kessler Investment Group
Indiana
$6.77M +$24K +223 +0.4%
KBC Group
359
KBC Group
Belgium
$6.75M +$445K +4,131 +7%
WF
360
Welch & Forbes
Massachusetts
$6.73M -$36.1K -335 -0.5%
WC
361
Wexford Capital
Florida
$6.72M +$6.72M +62,370 New
PAS
362
Park Avenue Securities
New York
$6.71M +$2.2M +20,442 +49%
ZB
363
Zions Bancorporation
Utah
$6.7M +$717K +6,657 +12%
GIBU
364
Gulf International Bank (UK)
United Kingdom
$6.63M -$77.1K -716 -1%
FPB
365
First PREMIER Bank
South Dakota
$6.63M -$54.4K -505 -0.8%
TA
366
Tectonic Advisors
Texas
$6.59M +$792K +7,347 +14%
GI
367
GLOBALT Investments
Georgia
$6.55M -$88.1K -818 -1%
WB
368
WesBanco Bank
West Virginia
$6.53M -$213K -1,977 -3%
DIA
369
Dean Investment Associates
Ohio
$6.51M -$156K -1,446 -2%
OHIS
370
Oak Harvest Investment Services
Texas
$6.5M -$5.82M -53,989 -47%
WTB
371
Washington Trust Bank
Washington
$6.5M -$101K -937 -2%
Brown Advisory
372
Brown Advisory
Maryland
$6.31M +$175K +1,620 +3%
MDCM
373
Morgan Dempsey Capital Management
Wisconsin
$6.3M -$668K -6,202 -10%
PFA
374
Pathway Financial Advisers
Indiana
$6.28M -$724M -6,719,670 -99%
MGP
375
Metis Global Partners
California
$6.24M +$289K +2,685 +5%
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