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Duke Energy
DUK

Overview Fund Activity

1,901 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 735 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.55%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
735
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$108M
2
ECM
ExodusPoint Capital Management
New York
+$106M
3
Cohen & Steers
Cohen & Steers
New York
+$103M
4
Marshall Wace
Marshall Wace
United Kingdom
+$94.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$83.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$955M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$327M
3
State Street
State Street
Massachusetts
-$313M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$249M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
526
Profund Advisors
Maryland
$2.78M -$231K -2,385 -8%
TCOT
527
Trust Company of Toledo
Ohio
$2.78M -$123K -1,271 -4%
EWM
528
Evercore Wealth Management
New York
$2.75M -$305K -3,154 -10%
HFBOT
529
Home Federal Bank of Tennessee
Tennessee
$2.75M -$5.13K -53 -0.2%
HCM
530
Hall Capital Management
Rhode Island
$2.74M -$182K -1,877 -6%
RCM
531
Raleigh Capital Management
North Carolina
$2.74M -$294K -3,042 -10%
TSWM
532
Triangle Securities Wealth Management
North Carolina
$2.73M +$122K +1,262 +5%
FWM
533
Fairhaven Wealth Management
Illinois
$2.73M -$8.9K -92 -0.3%
PI
534
PFG Investments
New York
$2.7M +$1.98M +20,444 +273%
DAS
535
Dynamic Advisor Solutions
Arizona
$2.7M +$200K +2,068 +8%
TYCC
536
Texas Yale Capital Corp
Florida
$2.68M – – –
EF
537
Empirical Finance
Pennsylvania
$2.68M +$90.6K +937 +4%
IIM
538
INTECH Investment Management
Florida
$2.66M +$2.09M +21,590 +363%
AMG
539
Advisors Management Group
Wisconsin
$2.66M -$107K -1,106 -4%
SFP
540
Shepherd Financial Partners
Massachusetts
$2.64M +$51.3K +530 +2%
TNBTD
541
Trustmark National Bank Trust Department
Mississippi
$2.64M +$36.7K +379 +1%
AWM
542
Axxcess Wealth Management
California
$2.64M -$69.6K -720 -3%
TW
543
TrinityPoint Wealth
Connecticut
$2.62M +$24.9K +257 +1%
DA
544
Duality Advisers
Florida
$2.62M +$959K +9,917 +58%
MCM
545
Mill Capital Management
North Carolina
$2.61M – – –
MA
546
MONECO Advisors
Connecticut
$2.59M +$4.64K +48 +0.2%
SPG
547
Strategic Planning Group
Utah
$2.59M +$367K +3,796 +17%
QCM
548
Quantinno Capital Management
New York
$2.58M +$797K +8,236 +45%
ONST
549
Old North State Trust
North Carolina
$2.58M +$2.58M +26,693 New
WANY
550
Wealthspire Advisors (New York)
New York
$2.57M -$117K -1,214 -4%
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