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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 %
SSWG
476
Seven Springs Wealth Group
Tennessee
$4.05M +$81.2K +704 +2%
SYBT
477
Stock Yards Bank & Trust
Kentucky
$4.05M -$63.2K -548 -2%
MIM
478
Marco Investment Management
Georgia
$4.03M -$17.3K -150 -0.4%
PS
479
Principal Securities
Iowa
$4.01M +$370K +3,208 +10%
SAM
480
Strategy Asset Managers
California
$4.01M +$184K +1,597 +5%
DW30
481
Drucker Wealth 3.0
New Jersey
$3.99M +$63K +546 +2%
OAM
482
Occidental Asset Management
California
$3.98M +$166K +1,439 +4%
PAM
483
Pegasus Asset Management
New York
$3.96M +$3.69K +32 +0.1%
SSA
484
Schonfeld Strategic Advisors
New York
$3.95M +$3.13M +27,163 +381%
RIA
485
Regal Investment Advisors
Michigan
$3.95M +$7.73K +67 +0.2%
CA
486
Cornerstone Advisors
North Carolina
$3.94M – – –
SAMC
487
Spectrum Asset Management (California)
California
$3.94M +$132K +1,141 +3%
IA
488
IFG Advisory
Georgia
$3.94M +$189K +1,636 +5%
BG
489
Bahl & Gaynor
Ohio
$3.94M -$63.3K -549 -2%
AUB
490
Atlantic Union Bankshares
Virginia
$3.93M -$5.3K -46 -0.1%
AWM
491
Apollon Wealth Management
South Carolina
$3.91M -$48.3K -419 -1%
FCA
492
FinTrust Capital Advisors
South Carolina
$3.86M +$419K +3,635 +12%
CAM
493
Close Asset Management
United Kingdom
$3.85M – – –
ACM
494
AlphaStar Capital Management
North Carolina
$3.84M +$616K +5,339 +19%
TCM
495
Twin Capital Management
Pennsylvania
$3.84M +$6.11K +53 +0.2%
SFS
496
Sowell Financial Services
Arkansas
$3.84M -$16.6K -144 -0.4%
LCM
497
Logan Capital Management
Pennsylvania
$3.83M -$51.1K -443 -1%
MCB
498
Morton Community Bank
Illinois
$3.83M -$23.6K -205 -0.6%
IIM
499
INTECH Investment Management
Florida
$3.83M +$775K +6,724 +25%
AHIA
500
Andrew Hill Investment Advisors
Florida
$3.83M -$17.6K -153 -0.5%
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