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Duke Energy
DUK

Overview Fund Activity

2,052 hedge funds and large institutions have $58.6B invested in Duke Energy in 2024 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 788 increasing their positions, 779 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+95
Holders Change %
+4.85%
% of All Funds
29.68%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.27%
New
198
Increased
788
Reduced
779
Closed
79
Calls
$696M
Puts
$537M
Net Calls
+$159M
Net Calls Change
+$21.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$229M
2
GQG Partners
GQG Partners
Florida
+$207M
3
State Street
State Street
Massachusetts
+$194M
4
Citadel Advisors
Citadel Advisors
Florida
+$187M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$170M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$268M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$193M
3
American Century Companies
American Century Companies
Missouri
-$176M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$127M
5
APG Asset Management
APG Asset Management
Netherlands
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
401
Chicago Partners Investment Group
Illinois
$5.58M +$9.04K +75 +0.2%
EP
402
Edgestream Partners
New Jersey
$5.58M +$3.11M +26,965 +126%
SWP
403
Stratos Wealth Partners
Ohio
$5.55M +$189K +1,642 +4%
JPWM
404
Jamison Private Wealth Management
Georgia
$5.53M +$153K +1,331 +3%
ASN
405
Advisory Services Network
Georgia
$5.53M – – –
MCC
406
Money Concepts Capital
Florida
$5.51M -$68.9K -598 -1%
SC
407
SouthState Corp
Florida
$5.47M -$2.08M -18,036 -28%
BFG
408
Beacon Financial Group
Texas
$5.43M -$138K -1,199 -2%
QWM
409
Quadcap Wealth Management
Texas
$5.41M -$2.65K -23 -0%
CCP
410
Clough Capital Partners
Massachusetts
$5.4M +$802K +6,955 +17%
CL
411
Choreo LLC
Illinois
$5.39M +$157K +1,347 +3%
PA
412
Profund Advisors
Maryland
$5.37M +$456K +3,957 +9%
BFA
413
Benedict Financial Advisors
Georgia
$5.36M +$577 +5 +0%
BRM
414
Boston Research & Management
Massachusetts
$5.32M +$34.2K +297 +0.6%
TPCW
415
TD Private Client Wealth
New York
$5.25M -$1.58M -13,712 -23%
HCMT
416
Highland Capital Management (Tennessee)
Tennessee
$5.25M -$261K -2,265 -5%
QCM
417
Quantinno Capital Management
New York
$5.23M +$1.52M +13,180 +41%
BPA
418
Beacon Pointe Advisors
California
$5.22M -$372K -3,225 -7%
BIAS
419
Beacon Investment Advisory Services
New Jersey
$5.22M +$114K +985 +2%
JHCP
420
Jackson Hole Capital Partners
Oklahoma
$5.13M +$241K +2,089 +5%
MSRPS
421
Maryland State Retirement & Pension System
Maryland
$5.13M -$1.79M -15,511 -26%
FHA
422
First Horizon Advisors
Tennessee
$5.12M +$302K +2,622 +6%
TCM
423
Tufton Capital Management
Maryland
$5.09M -$598K -5,185 -11%
RIM
424
Rakuten Investment Management
Japan
$5.07M +$1.26M +10,883 +33%
WCM
425
Whitener Capital Management
North Carolina
$5.05M -$32.4K -281 -0.6%
15 16
17
18 19