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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 %
FCA
526
FinTrust Capital Advisors
South Carolina
$3M +$362K +3,608 +14%
FWP
527
FAS Wealth Partners
Kansas
$2.99M +$83.5K +833 +3%
SSWM
528
Sheets Smith Wealth Management
North Carolina
$2.99M +$23.9K +238 +0.8%
SAM
529
Strategy Asset Managers
California
$2.98M +$677K +7,542 +29%
GCA
530
Greenwood Capital Associates
South Carolina
$2.97M -$14.2K -142 -0.5%
AWM
531
Axxcess Wealth Management
California
$2.96M +$223K +2,223 +8%
PCIA
532
Prime Capital Investment Advisors
Kansas
$2.96M +$64.9K +647 +2%
ATC
533
Argent Trust Co
Tennessee
$2.94M -$74.7K -745 -2%
CWC
534
Carolinas Wealth Consulting
North Carolina
$2.93M -$151K -1,504 -5%
Lido Advisors
535
Lido Advisors
California
$2.93M +$320K +3,193 +12%
GAG
536
Goodman Advisory Group
Massachusetts
$2.89M +$2.89M +28,815 New
TW
537
TrinityPoint Wealth
Connecticut
$2.88M +$157K +1,564 +6%
OGC
538
Oak Grove Capital
New Hampshire
$2.87M +$2.87M +28,670 New
FWM
539
Fairhaven Wealth Management
Illinois
$2.87M +$46K +459 +2%
HFBOT
540
Home Federal Bank of Tennessee
Tennessee
$2.86M +$7.62K +76 +0.3%
CM
541
Capula Management
Cayman Islands
$2.84M +$2.84M +28,344 New
NIM
542
NEOS Investment Management
Connecticut
$2.82M +$898K +8,964 +47%
AMG
543
Advisors Management Group
Wisconsin
$2.82M +$64.7K +646 +2%
ACM
544
AlphaStar Capital Management
North Carolina
$2.8M +$469K +4,677 +20%
TYCC
545
Texas Yale Capital Corp
Florida
$2.79M +$5.01K +50 +0.2%
TCOT
546
Trust Company of Toledo
Ohio
$2.76M -$115K -1,147 -4%
SFP
547
Shepherd Financial Partners
Massachusetts
$2.76M +$15.9K +159 +0.6%
TNBTD
548
Trustmark National Bank Trust Department
Mississippi
$2.76M +$16.8K +168 +0.6%
DAS
549
Dynamic Advisor Solutions
Arizona
$2.75M -$48.3K -482 -2%
HCM
550
Hall Capital Management
Rhode Island
$2.73M -$109K -1,088 -4%
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