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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
376
Sterling Capital Management
North Carolina
$6.22M +$454K +4,213 +8%
CIA
377
Capital Investment Advisors
Georgia
$6.2M +$23.9K +222 +0.4%
TRSOTSOK
378
Teachers Retirement System of the State of Kentucky
Kentucky
$6.16M -$9.24M -85,783 -60%
GQG Partners
379
GQG Partners
Florida
$6.14M -$467M -4,336,659 -99%
CT
380
Colonial Trust
South Carolina
$6.14M -$8.84K -82 -0.1%
GFM
381
GF Fund Management
China
$6.1M +$6.1M +56,597 New
CA
382
Commerzbank Aktiengesellschaft
Germany
$6.09M +$220K +2,038 +4%
ET
383
Entropy Technologies
New York
$6.08M +$6.08M +56,437 New
RC
384
Resolution Capital
Australia
$6.01M +$688K +6,388 +13%
PCM
385
Parsons Capital Management
Rhode Island
$5.94M +$5.33M +49,506 +886%
AI
386
Atria Investments
North Carolina
$5.93M -$47.8K -444 -0.8%
HEIP
387
Hudson Edge Investment Partners
New Jersey
$5.86M +$5.86M +54,406 New
FFA
388
Founders Financial Alliance
North Carolina
$5.84M -$253K -2,349 -4%
Fayez Sarofim & Co
389
Fayez Sarofim & Co
Texas
$5.77M +$230K +2,132 +4%
CCM
390
Coldstream Capital Management
Washington
$5.75M +$233K +2,164 +4%
ECM
391
Estabrook Capital Management
New York
$5.74M -$28.8K -267 -0.5%
TRCT
392
Tower Research Capital (TRC)
New York
$5.73M -$301K -2,797 -5%
WA
393
Wasatch Advisors
Utah
$5.73M -$323K -3,000 -5%
GWM
394
Geneos Wealth Management
Colorado
$5.72M -$111K -1,032 -2%
KRS
395
Kentucky Retirement Systems
Kentucky
$5.72M -$78.8K -731 -1%
PMG
396
ProVise Management Group
Florida
$5.7M -$379K -3,517 -6%
ATC
397
Argent Trust Co
Tennessee
$5.67M +$335K +3,106 +6%
PSP
398
Principal Street Partners
Tennessee
$5.64M +$77.6K +720 +1%
UM
399
UniSuper Management
Australia
$5.64M -$639K -5,929 -10%
Loomis, Sayles & Company
400
Loomis, Sayles & Company
Massachusetts
$5.63M -$1.26M -11,679 -18%
14 15
16
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