DUK icon

Duke Energy
DUK

Overview Fund Activity

2,175 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, 881 increasing their positions, 724 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,175
Holders Change
+123
Holders Change %
+5.99%
% of All Funds
28.97%
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
881
Reduced
724
Closed
117
Calls
$495M
Puts
$414M
Net Calls
+$80.4M
Net Calls Change
-$79M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.24B
2
BlackRock
2
BlackRock
New York
$6.74B
3
Millennium Management
3
Millennium Management
New York
$175M
4
ECM
4
ExodusPoint Capital Management
New York
$164M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$202M

Top Sellers

1
PFA
1
Pathway Financial Advisers
Indiana
$6.28M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$604M
3
GQG Partners
3
GQG Partners
Florida
$6.14M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.73B
5
Bank of America
5
Bank of America
North Carolina
$807M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$322M -$32.8M -304,397 -9%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$320M -$32.6M -302,208 -9%
Goldman Sachs
28
Goldman Sachs
New York
$304M -$52.2M -484,497 -15%
Raymond James Financial
29
Raymond James Financial
Florida
$276M +$276M +2,560,361 New
Cohen & Steers
30
Cohen & Steers
New York
$273M -$55.7M -517,202 -17%
Amundi
31
Amundi
France
$269M +$60.8M +561,784 +29%
UBS Group
32
UBS Group
Switzerland
$267M -$110M -1,021,188 -29%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$264M -$43M -399,320 -14%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$259M +$26.9M +249,967 +12%
Mackenzie Financial
35
Mackenzie Financial
Ontario, Canada
$248M -$25.7M -238,851 -9%
Swiss National Bank
36
Swiss National Bank
Switzerland
$235M -$11.8M -109,200 -5%
CCM
37
Cullen Capital Management
New York
$231M -$5.53M -51,362 -2%
CWP
38
Capital Wealth Planning
Florida
$223M +$120M +1,111,581 +117%
ZP
39
Zimmer Partners
New York
$218M +$63.1M +585,600 +41%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$204M +$5.3M +49,150 +3%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$202M +$123M +1,138,979 +155%
National Pension Service
42
National Pension Service
South Korea
$201M +$9.31M +86,378 +5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$200M +$5.22M +48,447 +3%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$185M +$47M +435,999 +34%
First Trust Advisors
45
First Trust Advisors
Illinois
$180M +$18.7M +173,681 +12%
LPL Financial
46
LPL Financial
California
$178M +$8.79M +81,601 +5%
Millennium Management
47
Millennium Management
New York
$175M +$168M +1,556,155 +2,418%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$172M +$37.1M +344,101 +27%
ECM
49
ExodusPoint Capital Management
New York
$164M +$164M +1,520,504 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$164M +$1.74M +16,168 +1%
1
2
3 4 5