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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 %
AAM
451
Advisors Asset Management
Colorado
$3.82M +$278K +2,772 +8%
DWP
452
Daymark Wealth Partners
Ohio
$3.79M +$214K +2,134 +6%
BFA
453
Bragg Financial Advisors
North Carolina
$3.77M +$65.1K +649 +2%
IWC
454
Integrated Wealth Concepts
Massachusetts
$3.76M -$77.2K -770 -2%
BCV
455
Banque Cantonale Vaudoise
Switzerland
$3.76M -$785K -7,829 -17%
PCA
456
Providence Capital Advisors
North Carolina
$3.75M +$40.8K +407 +1%
MA
457
MONECO Advisors
Connecticut
$3.75M +$1.06M +10,591 +40%
Mirae Asset Global Investments
458
Mirae Asset Global Investments
South Korea
$3.75M -$25.9M -257,935 -87%
RDWM
459
Red Door Wealth Management
Tennessee
$3.73M +$291K +2,900 +8%
BAMF
460
BI Asset Management Fondsmaeglerselskab
Denmark
$3.69M -$792K -7,897 -18%
CA
461
CapWealth Advisors
Tennessee
$3.65M +$3.41M +34,009 +1,421%
PWP
462
Principle Wealth Partners
Connecticut
$3.6M +$320K +3,190 +10%
SYBT
463
Stock Yards Bank & Trust
Kentucky
$3.57M -$133K -1,329 -4%
MFG
464
Merit Financial Group
Georgia
$3.55M -$190K -1,895 -5%
BFEC
465
Benjamin F. Edwards & Company
Missouri
$3.55M +$282K +2,814 +9%
PFM
466
Premier Fund Managers
United Kingdom
$3.52M – – –
MIM
467
Marco Investment Management
Georgia
$3.52M -$1.98M -19,741 -36%
FDP
468
Financiere des Professionnels
Quebec, Canada
$3.49M +$25.5K +255 +0.7%
BG
469
Bahl & Gaynor
Ohio
$3.48M +$11K +110 +0.3%
SSWG
470
Seven Springs Wealth Group
Tennessee
$3.45M +$88.3K +881 +3%
SPG
471
Strategic Planning Group
Utah
$3.45M +$767K +7,655 +29%
PAM
472
Pegasus Asset Management
New York
$3.44M +$36.2K +361 +1%
AWM
473
Apollon Wealth Management
South Carolina
$3.44M +$106K +1,060 +3%
RIA
474
Regal Investment Advisors
Michigan
$3.43M -$479K -4,777 -12%
CA
475
Cornerstone Advisors
North Carolina
$3.43M -$521K -5,200 -13%
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