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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 %
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$5.03M +$155K +1,342 +3%
LSERS
427
Louisiana State Employees Retirement System
Louisiana
$5.02M -$23.1K -200 -0.5%
SIC
428
Salem Investment Counselors
North Carolina
$5M +$475K +4,123 +11%
CGH
429
Crossmark Global Holdings
Texas
$5M -$43.6K -378 -0.9%
AIMCA
430
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.99M +$2.1M +18,200 +73%
FBT
431
First Bank & Trust
South Dakota
$4.96M -$421K -3,651 -8%
BAMF
432
BI Asset Management Fondsmaeglerselskab
Denmark
$4.96M +$716K +6,209 +17%
SAM
433
Securian Asset Management
Minnesota
$4.92M -$194K -1,679 -4%
CA
434
Clearstead Advisors
Ohio
$4.9M +$109K +947 +2%
CIA
435
Concurrent Investment Advisors
Florida
$4.9M +$305K +2,643 +7%
JIC
436
Johnson Investment Counsel
Ohio
$4.87M -$135K -1,169 -3%
TA
437
Townsend & Associates
Colorado
$4.86M +$2.19M +18,166 +82%
UCFA
438
United Capital Financial Advisors
Texas
$4.85M -$332K -2,877 -6%
Vontobel Holding
439
Vontobel Holding
Switzerland
$4.82M -$351K -3,045 -7%
PAS
440
Park Avenue Securities
New York
$4.82M -$660K -5,726 -12%
BEI
441
Benjamin Edwards Inc
Missouri
$4.81M +$4.8M +41,668 +173,617%
N
442
Natixis
France
$4.8M +$2.63M +22,836 +121%
AMIM
443
Aull & Monroe Investment Management
Alabama
$4.79M -$120K -1,039 -2%
LIM
444
Leavell Investment Management
Alabama
$4.77M +$51.8K +449 +1%
GWMIA
445
Global Wealth Management Investment Advisory
Florida
$4.71M -$761K -6,598 -14%
PGFC
446
Peapack-Gladstone Financial Corp
New Jersey
$4.7M -$115K -1,001 -2%
HIC
447
Holderness Investments Company
North Carolina
$4.7M -$1.15K -10 -0%
OGC
448
Oak Grove Capital
New Hampshire
$4.7M +$1.39M +12,050 +42%
RDWM
449
Red Door Wealth Management
Tennessee
$4.62M +$323K +2,799 +8%
SP
450
Stablepoint Partners
Massachusetts
$4.59M +$8.99K +78 +0.2%
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