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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 %
KFP
401
KMG Fiduciary Partners
Ohio
$5.61M +$291K +2,705 +5%
BPA
402
Beacon Pointe Advisors
California
$5.59M +$705K +6,542 +14%
FTC
403
Farmers Trust Company
Ohio
$5.58M -$94.2K -874 -2%
SSWM
404
Smith Salley Wealth Management
North Carolina
$5.55M -$55.6K -516 -1%
MC
405
Moors & Cabot
Massachusetts
$5.52M +$195K +1,808 +4%
UBP
406
Union Bancaire Privee
Switzerland
$5.46M +$5.46M +50,709 New
SBWIC
407
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.41M +$88.6K +822 +2%
FLI
408
Family Legacy Inc
South Carolina
$5.39M +$29.4K +272 +0.5%
ACG
409
Aventail Capital Group
New York
$5.39M – – –
CM
410
Crestline Management
Texas
$5.39M +$5.39M +50,000 New
CTC
411
Central Trust Company
Missouri
$5.38M +$101K +937 +2%
TPCW
412
TD Private Client Wealth
New York
$5.37M +$461K +4,275 +9%
EFIC
413
Eliot Finkel Investment Counsel
California
$5.36M -$9.7K -90 -0.2%
CIA
414
Covington Investment Advisors
Pennsylvania
$5.33M -$20.5K -190 -0.4%
EA
415
Ellsworth Advisors
Ohio
$5.32M +$5.32M +49,418 New
JPWM
416
Jamison Private Wealth Management
Georgia
$5.32M +$146K +1,359 +3%
OIA
417
OneDigital Investment Advisors
Kansas
$5.29M -$208K -1,928 -4%
MCC
418
Money Concepts Capital
Florida
$5.22M +$62.9K +584 +1%
Jane Street
419
Jane Street
New York
$5.16M -$1.34M -12,462 -21%
GT
420
Glenmede Trust
Pennsylvania
$5.15M -$4.05M -37,624 -44%
BFA
421
Benedict Financial Advisors
Georgia
$5.14M +$132K +1,229 +3%
HIMCH
422
Hartford Investment Management Co (HIMCO)
Connecticut
$5.13M -$99.1K -920 -2%
BIAS
423
Beacon Investment Advisory Services
New Jersey
$5.12M +$246K +2,285 +5%
CCP
424
Clough Capital Partners
Massachusetts
$5.05M – – –
QWM
425
Quadcap Wealth Management
Texas
$5.03M -$19.7K -183 -0.4%
15 16
17
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