DUK icon

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 %
RCYC
476
Richard C. Young & Co
Rhode Island
$4.29M +$357K +3,312 +9%
VWMG
477
Virginia Wealth Management Group
Virginia
$4.24M +$36.5K +339 +0.9%
FBT
478
First Bank & Trust
South Dakota
$4.24M -$400K -3,708 -9%
DWP
479
Daymark Wealth Partners
Ohio
$4.2M +$20.3K +188 +0.5%
MA
480
MONECO Advisors
Connecticut
$4.2M +$156K +1,451 +4%
CFC
481
Cincinnati Financial Corp
Ohio
$4.18M – – –
AssetMark Inc
482
AssetMark Inc
California
$4.12M +$2.13M +19,792 +107%
TSW
483
Thompson Siegel & Walmsley
Virginia
$4.12M – – –
ACM
484
Aquatic Capital Management
Illinois
$4.11M +$4.11M +38,136 New
PCA
485
Providence Capital Advisors
North Carolina
$4.09M +$25.8K +239 +0.6%
SPG
486
Strategic Planning Group
Utah
$4.07M +$165K +1,530 +4%
Nisa Investment Advisors
487
Nisa Investment Advisors
Missouri
$4.03M +$966K +8,963 +31%
MCM
488
MAI Capital Management
Ohio
$4.02M +$1.43M +13,312 +56%
SG Americas Securities
489
SG Americas Securities
New York
$3.99M +$2.19M +20,361 +122%
SSWG
490
Seven Springs Wealth Group
Tennessee
$3.99M +$204K +1,894 +5%
OAM
491
Occidental Asset Management
California
$3.98M +$267K +2,480 +7%
JWCA
492
J.W. Cole Advisors
Florida
$3.97M +$619K +5,749 +18%
BFA
493
Bragg Financial Advisors
North Carolina
$3.97M -$39K -362 -1%
NMERB
494
New Mexico Educational Retirement Board
New Mexico
$3.96M -$108K -1,000 -3%
CA
495
Cornerstone Advisors
North Carolina
$3.95M +$269K +2,500 +7%
SCM
496
Shelton Capital Management
Colorado
$3.94M -$119K -1,100 -3%
CPL
497
Capital & Planning LLC
Georgia
$3.93M +$3.93M +36,442 New
TCM
498
Twin Capital Management
Pennsylvania
$3.88M +$298K +2,766 +8%
TMAM
499
Tokio Marine Asset Management
Japan
$3.87M +$53.8K +499 +1%
SFA
500
Sequoia Financial Advisors
Ohio
$3.85M +$789K +7,319 +26%
18 19
20
21 22