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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 %
CIA
451
Concurrent Investment Advisors
Florida
$4.57M -$3.77K -35 -0.1%
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$4.53M -$172K -1,596 -4%
Vontobel Holding
453
Vontobel Holding
Switzerland
$4.52M +$19.3K +179 +0.4%
GWMIA
454
Global Wealth Management Investment Advisory
Florida
$4.52M +$118K +1,093 +3%
PWP
455
Principle Wealth Partners
Connecticut
$4.5M +$635K +5,898 +16%
PA
456
Profund Advisors
Maryland
$4.5M -$522K -4,848 -10%
QIM
457
Quantitative Investment Management
Virginia
$4.49M +$4.49M +41,697 New
Tudor Investment Corp
458
Tudor Investment Corp
Connecticut
$4.49M -$5.5M -51,057 -55%
LSERS
459
Louisiana State Employees Retirement System
Louisiana
$4.48M -$205K -1,900 -4%
MSRPS
460
Maryland State Retirement & Pension System
Maryland
$4.48M -$316K -2,931 -7%
AWM
461
Apollon Wealth Management
South Carolina
$4.48M +$825K +7,653 +23%
SAM
462
Securian Asset Management
Minnesota
$4.47M -$127K -1,180 -3%
AAM
463
Advisors Asset Management
Colorado
$4.47M +$345K +3,201 +8%
SIG
464
Sky Investment Group
Connecticut
$4.46M +$215K +1,992 +5%
TA
465
Townsend & Associates
Colorado
$4.43M -$31.2K -282 -0.7%
LIM
466
Leavell Investment Management
Alabama
$4.4M -$55.2K -512 -1%
PGFC
467
Peapack-Gladstone Financial Corp
New Jersey
$4.4M +$8.51K +79 +0.2%
HIC
468
Holderness Investments Company
North Carolina
$4.4M +$3.34K +31 +0.1%
AMIM
469
Aull & Monroe Investment Management
Alabama
$4.4M -$78.3K -727 -2%
RFC
470
Regions Financial Corp
Alabama
$4.4M +$139K +1,286 +3%
NPT
471
Nixon Peabody Trust
Massachusetts
$4.37M +$95.2K +884 +2%
SP
472
Stablepoint Partners
Massachusetts
$4.32M +$32.8K +304 +0.8%
PS
473
Principal Securities
Iowa
$4.32M +$567K +5,258 +15%
ACM
474
AlphaStar Capital Management
North Carolina
$4.3M +$714K +6,630 +20%
SIC
475
Salem Investment Counselors
North Carolina
$4.29M -$385K -3,573 -8%
17 18
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