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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 %
SSWM
401
Smith Salley Wealth Management
North Carolina
$4.79M -$1.09M -10,834 -18%
PAS
402
Park Avenue Securities
New York
$4.77M -$148K -1,474 -3%
GWM
403
Geneos Wealth Management
Colorado
$4.76M -$1.25M -12,470 -21%
GWMIA
404
Global Wealth Management Investment Advisory
Florida
$4.75M +$174K +1,739 +4%
AssetMark Inc
405
AssetMark Inc
California
$4.75M +$653K +6,520 +16%
TA
406
Tectonic Advisors
Texas
$4.74M +$309K +3,086 +7%
SFA
407
Semmax Financial Advisors
North Carolina
$4.71M -$104K -912 -2%
QWM
408
Quadcap Wealth Management
Texas
$4.7M +$210K +2,091 +5%
FBT
409
First Bank & Trust
South Dakota
$4.68M +$97.1K +969 +2%
JPWM
410
Jamison Private Wealth Management
Georgia
$4.68M -$60.5K -604 -1%
BFA
411
Benedict Financial Advisors
Georgia
$4.66M -$6.72K -67 -0.1%
SWP
412
Stratos Wealth Partners
Ohio
$4.66M -$326K -3,249 -7%
BRM
413
Boston Research & Management
Massachusetts
$4.59M +$61.8K +617 +1%
UCFA
414
United Capital Financial Advisors
Texas
$4.51M +$344K +3,437 +8%
Vontobel Holding
415
Vontobel Holding
Switzerland
$4.5M -$54K -539 -1%
CL
416
Choreo LLC
Illinois
$4.48M +$1.94M +19,536 +77%
FB
417
Fulton Bank
Pennsylvania
$4.47M -$59.3K -592 -1%
IIM
418
Intact Investment Management
Quebec, Canada
$4.47M +$110K +1,100 +3%
SAM
419
Securian Asset Management
Minnesota
$4.45M -$104K -1,034 -2%
BIAS
420
Beacon Investment Advisory Services
New Jersey
$4.43M +$19.1K +191 +0.4%
WCM
421
Whitener Capital Management
North Carolina
$4.41M +$128K +1,279 +3%
CGH
422
Crossmark Global Holdings
Texas
$4.38M -$197K -1,966 -4%
LSERS
423
Louisiana State Employees Retirement System
Louisiana
$4.38M -$120K -1,200 -3%
JIC
424
Johnson Investment Counsel
Ohio
$4.35M -$10.1K -101 -0.2%
SP
425
Stablepoint Partners
Massachusetts
$4.32M -$164K -1,511 -4%
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