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Duke Energy
DUK

2,199 hedge funds and large institutions have $55B invested in Duke Energy in 2024 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 887 increasing their positions, 727 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 278 | Existing positions closed: 117

22% more repeat investments, than reductions

Existing positions increased: 887 | Existing positions reduced: 727

21% more funds holding in top 10

Funds holding in top 10: 19 → 23 (+4)

19% more call options, than puts

Call options by funds: $495M | Put options by funds: $414M

6% more funds holding

Funds holding: 2,068 → 2,199 (+131)

0.78% less ownership

Funds ownership: 66.92% → 66.13% (-0.78%)

6% less capital invested

Capital invested by funds: $58.7B → $55B (-$3.62B)

Holders
2,199
Holders Change
+131
Holders Change %
+6.33%
% 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
0.3%
New
278
Increased
887
Reduced
727
Closed
117
Calls
$495M
Puts
$414M
Net Calls
+$80.4M
Net Calls Change
-$79M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$466M
2
BlackRock
BlackRock
New York
+$237M
3
Millennium Management
Millennium Management
New York
+$176M
4
ECM
ExodusPoint Capital Management
New York
+$172M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$129M

Top Sellers

Rank Fund Capital Flow
1
PFA
Pathway Financial Advisers
Indiana
-$761M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$523M
3
GQG Partners
GQG Partners
Florida
-$491M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$196M
5
Bank of America
Bank of America
North Carolina
-$137M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$322M -$34.5M -304,397 -9%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$320M -$34.2M -302,208 -9%
Goldman Sachs
28
Goldman Sachs
New York
$304M -$54.9M -484,497 -15%
Raymond James Financial
29
Raymond James Financial
Florida
$276M +$290M +2,560,361 New
Cohen & Steers
30
Cohen & Steers
New York
$273M -$58.6M -517,202 -17%
Amundi
31
Amundi
France
$269M +$63.6M +561,784 +29%
UBS Group
32
UBS Group
Switzerland
$267M -$116M -1,021,188 -29%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$264M -$45.2M -399,320 -14%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$259M +$28.3M +249,967 +12%
Mackenzie Financial
35
Mackenzie Financial
Ontario, Canada
$248M -$27.1M -238,851 -9%
Swiss National Bank
36
Swiss National Bank
Switzerland
$235M -$12.4M -109,200 -5%
CCM
37
Cullen Capital Management
New York
$231M -$5.82M -51,362 -2%
CWP
38
Capital Wealth Planning
Florida
$223M +$126M +1,111,581 +117%
ZP
39
Zimmer Partners
New York
$218M +$66.3M +585,600 +41%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$204M +$5.57M +49,150 +3%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$202M +$129M +1,138,979 +155%
National Pension Service
42
National Pension Service
South Korea
$201M +$9.79M +86,378 +5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$200M +$5.49M +48,447 +3%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$185M +$49.4M +435,999 +34%
First Trust Advisors
45
First Trust Advisors
Illinois
$180M +$19.7M +173,681 +12%
LPL Financial
46
LPL Financial
California
$178M +$9.24M +81,601 +5%
Millennium Management
47
Millennium Management
New York
$175M +$176M +1,556,155 +2,418%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$172M +$39M +344,101 +27%
ECM
49
ExodusPoint Capital Management
New York
$164M +$172M +1,520,504 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$164M +$1.83M +16,168 +1%
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DUK Hedge Fund Activity: Q4 2024 in Review

2,199 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2024, worth a combined $55B — down 6.2% from $58.7B a quarter earlier.

Buyers outnumbered sellers: 278 funds opened new DUK positions and 117 closed out — a net gain of 161 holders — while 887 added to existing stakes and 727 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $466M. The largest seller was Pathway Financial Advisers, cutting an estimated $761M.

  • 2,199 institutional investors held Duke Energy (DUK) as of Q4 2024, up from 2,068 in Q3 2024.
  • Funds reported $55B of Duke Energy stock for Q4 2024, down 6.2% quarter-over-quarter.
  • 278 funds opened new Duke Energy positions in Q4 2024 and 117 closed out, a net change of +161 holders.
  • The largest Duke Energy buyer in Q4 2024 was Fidelity Investments, an estimated $466M added.
  • The largest Duke Energy seller in Q4 2024 was Pathway Financial Advisers, an estimated $761M sold.

Based on aggregated 13F filings for Q4 2024.