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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 %
KBC Group
376
KBC Group
Belgium
$5.38M +$611K +6,091 +13%
FTC
377
Farmers Trust Company
Ohio
$5.28M -$2.06M -20,543 -28%
PAM
378
Panagora Asset Management
Massachusetts
$5.14M -$873K -8,710 -15%
MC
379
Moors & Cabot
Massachusetts
$5.12M +$89.9K +897 +2%
CCM
380
Coldstream Capital Management
Washington
$5.11M -$67.9K -677 -1%
P
381
&Partners
Tennessee
$5.1M +$3.7M +36,954 +266%
CPIG
382
Chicago Partners Investment Group
Illinois
$5.08M +$37.1K +338 +0.7%
SBWIC
383
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.05M -$249K -2,482 -5%
EFIC
384
Eliot Finkel Investment Counsel
California
$5.04M -$17.5K -175 -0.3%
CTC
385
Central Trust Company
Missouri
$5.03M -$106K -1,055 -2%
SWP
386
Strategic Wealth Partners
Ohio
$4.97M +$26K +259 +0.5%
FLI
387
Family Legacy Inc
South Carolina
$4.95M -$24.2K -241 -0.5%
CIA
388
Covington Investment Advisors
Pennsylvania
$4.95M -$241K -2,406 -5%
HIMCH
389
Hartford Investment Management Co (HIMCO)
Connecticut
$4.95M -$39.4K -393 -0.8%
TCM
390
Tufton Capital Management
Maryland
$4.94M -$12.8K -128 -0.3%
CT
391
Colonial Trust
South Carolina
$4.89M -$109K -1,086 -2%
IC
392
IEQ Capital
California
$4.87M +$372K +3,713 +8%
BPA
393
Beacon Pointe Advisors
California
$4.86M -$798K -7,964 -14%
MCC
394
Money Concepts Capital
Florida
$4.85M +$7.32K +73 +0.2%
BFG
395
Beacon Financial Group
Texas
$4.84M -$196K -1,951 -4%
CAM
396
Cresset Asset Management
Illinois
$4.84M +$1.3M +12,931 +37%
WAM
397
Wolverine Asset Management
Illinois
$4.84M +$4.84M +48,268 New
Fayez Sarofim & Co
398
Fayez Sarofim & Co
Texas
$4.83M +$289K +2,885 +6%
MGP
399
Metis Global Partners
California
$4.8M +$254K +2,539 +6%
HCMT
400
Highland Capital Management (Tennessee)
Tennessee
$4.79M +$244K +2,434 +5%
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