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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 %
PCIA
501
Prime Capital Investment Advisors
Kansas
$3.82M +$422K +3,659 +12%
NIM
502
NXG Investment Management
Texas
$3.8M +$3.8M +33,000 New
KA
503
Keene & Associates
Texas
$3.8M -$9.22K -80 -0.2%
NS
504
NBC Securities
Alabama
$3.78M +$7.61K +66 +0.2%
AAIM
505
American Assets Investment Management
California
$3.77M – – –
RIL
506
Rothschild Investment LLC
Illinois
$3.76M -$36.6K -317 -1%
FB
507
Fulton Bank
Pennsylvania
$3.76M -$1.38M -12,002 -27%
RFM
508
Royal Fund Management
Florida
$3.76M -$37.3K -319 -1%
TC
509
Torno Capital
Massachusetts
$3.75M +$3.69M +32,000 +6,400%
SB
510
Simmons Bank
Arkansas
$3.75M -$11K -95 -0.3%
SCM
511
Schnieders Capital Management
California
$3.72M +$36.2K +314 +1%
PT
512
Plimoth Trust
Massachusetts
$3.71M +$576 +5 +0%
TAM
513
Townsend Asset Management
North Carolina
$3.71M +$29.5K +256 +0.8%
CA
514
Carson Advisory
Georgia
$3.7M +$9.69K +84 +0.3%
LFAS
515
Level Four Advisory Services
Texas
$3.69M +$94.5K +820 +3%
TC
516
TwinBeech Capital
New York
$3.68M +$3.68M +31,941 New
GRP
517
Global Retirement Partners
California
$3.68M +$74.5K +646 +2%
KWA
518
Kingswood Wealth Advisors
California
$3.64M +$911K +7,901 +33%
LA
519
Lynch & Associates
Indiana
$3.64M +$39.3K +341 +1%
PI
520
PFG Investments
New York
$3.64M -$39.2K -340 -1%
FWP
521
FAS Wealth Partners
Kansas
$3.6M +$161K +1,397 +5%
WSFS
522
Wilmington Savings Fund Society
Delaware
$3.6M +$2.57M +22,332 +250%
JWCA
523
J.W. Cole Advisors
Florida
$3.59M +$637K +5,524 +22%
PAM
524
Panagora Asset Management
Massachusetts
$3.58M -$2.33M -20,235 -39%
Lido Advisors
525
Lido Advisors
California
$3.56M +$194K +1,682 +6%
19 20
21
22 23