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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 %
AUB
476
Atlantic Union Bankshares
Virginia
$3.42M +$1.09M +10,857 +47%
DW30
477
Drucker Wealth 3.0
New Jersey
$3.41M +$3.41M +34,021 New
BW
478
Bison Wealth
Georgia
$3.39M – – –
ST
479
Sentinel Trust
Texas
$3.39M – – –
TMAM
480
Tokio Marine Asset Management
Japan
$3.39M +$67.5K +673 +2%
KWM
481
Kingsview Wealth Management
Oregon
$3.39M +$854K +8,516 +34%
LCM
482
Logan Capital Management
Pennsylvania
$3.38M -$20.6K -206 -0.6%
MCB
483
Morton Community Bank
Illinois
$3.35M +$136K +1,361 +4%
SFS
484
Sowell Financial Services
Arkansas
$3.35M -$553K -5,516 -14%
CAM
485
Close Asset Management
United Kingdom
$3.35M -$288K -2,871 -8%
AHIA
486
Andrew Hill Investment Advisors
Florida
$3.34M +$3.34M +33,340 New
TCM
487
Twin Capital Management
Pennsylvania
$3.33M -$130K -1,299 -4%
PA
488
Pinnacle Associates
New York
$3.31M +$254K +2,531 +8%
SAMC
489
Spectrum Asset Management (California)
California
$3.31M +$4.61K +46 +0.1%
OAM
490
Occidental Asset Management
California
$3.31M +$219K +2,188 +7%
KA
491
Keene & Associates
Texas
$3.31M -$14.1K -141 -0.4%
RIM
492
Rakuten Investment Management
Japan
$3.31M +$1.22M +12,127 +58%
RIL
493
Rothschild Investment LLC
Illinois
$3.3M -$10.8K -108 -0.3%
Nisa Investment Advisors
494
Nisa Investment Advisors
Missouri
$3.3M +$68.2K +680 +2%
RFM
495
Royal Fund Management
Florida
$3.3M -$173K -1,704 -5%
NS
496
NBC Securities
Alabama
$3.28M -$66.9K -668 -2%
AAIM
497
American Assets Investment Management
California
$3.27M – – –
SB
498
Simmons Bank
Arkansas
$3.27M +$21.4K +214 +0.7%
TWC
499
TD Waterhouse Canada
Ontario, Canada
$3.26M -$609K -6,121 -16%
IA
500
IFG Advisory
Georgia
$3.26M +$272K +2,716 +9%
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