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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 %
NPT
451
Nixon Peabody Trust
Massachusetts
$4.57M +$118K +1,021 +3%
SFA
452
Semmax Financial Advisors
North Carolina
$4.57M -$68.1K -609 -1%
RFC
453
Regions Financial Corp
Alabama
$4.56M +$93.3K +809 +2%
SIG
454
Sky Investment Group
Connecticut
$4.54M -$96.9K -840 -2%
VWMG
455
Virginia Wealth Management Group
Virginia
$4.5M +$946K +8,205 +27%
CFC
456
Cincinnati Financial Corp
Ohio
$4.47M – – –
DWP
457
Daymark Wealth Partners
Ohio
$4.47M +$106K +918 +2%
AAM
458
Advisors Asset Management
Colorado
$4.42M +$22K +191 +0.5%
TSW
459
Thompson Siegel & Walmsley
Virginia
$4.41M – – –
KWM
460
Kingsview Wealth Management
Oregon
$4.38M +$481K +4,176 +12%
NMERB
461
New Mexico Educational Retirement Board
New Mexico
$4.35M -$127K -1,100 -3%
PCA
462
Providence Capital Advisors
North Carolina
$4.35M +$33.8K +293 +0.8%
GAG
463
Goodman Advisory Group
Massachusetts
$4.34M +$1.02M +8,866 +31%
SCM
464
Shelton Capital Management
Colorado
$4.34M -$131K -1,138 -3%
MA
465
MONECO Advisors
Connecticut
$4.32M +$10.5K +91 +0.2%
BFA
466
Bragg Financial Advisors
North Carolina
$4.29M -$46.5K -403 -1%
RCYC
467
Richard C. Young & Co
Rhode Island
$4.21M +$3.16M +27,399 +302%
SPG
468
Strategic Planning Group
Utah
$4.18M +$215K +1,862 +5%
IWC
469
Integrated Wealth Concepts
Massachusetts
$4.18M -$143K -1,240 -3%
PWP
470
Principle Wealth Partners
Connecticut
$4.14M – – –
Los Angeles Capital Management
471
Los Angeles Capital Management
California
$4.14M -$7.18M -62,247 -63%
NIM
472
NEOS Investment Management
Connecticut
$4.09M +$843K +7,308 +26%
TMAM
473
Tokio Marine Asset Management
Japan
$4.09M +$191K +1,655 +5%
FDP
474
Financiere des Professionnels
Quebec, Canada
$4.08M +$48.9K +424 +1%
PFM
475
Premier Fund Managers
United Kingdom
$4.06M – – –
17 18
19
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