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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 %
SGC
526
Slocum, Gordon & Co
Rhode Island
$3.55M -$154K -1,333 -4%
CAG
527
Csenge Advisory Group
Florida
$3.54M +$46.6K +408 +1%
CSPIA
528
Cary Street Partners Investment Advisory
Virginia
$3.53M +$784K +6,799 +29%
CWC
529
Carolinas Wealth Consulting
North Carolina
$3.53M +$154K +1,338 +5%
BCM
530
Birmingham Capital Management
Alabama
$3.51M -$40.4K -350 -1%
MA
531
Montag & Associates
Georgia
$3.49M -$20.9K -181 -0.6%
ACM
532
Argyle Capital Management
Pennsylvania
$3.48M -$213K -1,849 -6%
CCM
533
Cohen Capital Management
California
$3.47M – – –
EWA
534
EP Wealth Advisors
California
$3.47M +$620K +5,378 +22%
BPC
535
Banque Pictet & Cie
Switzerland
$3.46M – – –
MFG
536
Merit Financial Group
Georgia
$3.42M -$664K -5,757 -16%
GCA
537
Greenwood Capital Associates
South Carolina
$3.41M +$2.65K +23 +0.1%
TSWM
538
Triangle Securities Wealth Management
North Carolina
$3.41M -$80.7K -700 -2%
NB
539
Norinchukin Bank
Japan
$3.4M +$357K +3,092 +12%
ECM
540
Everence Capital Management
Indiana
$3.39M – – –
TNBTD
541
Trustmark National Bank Trust Department
Mississippi
$3.38M +$215K +1,866 +7%
AWM
542
Axxcess Wealth Management
California
$3.37M -$34.4K -298 -1%
FNBOO
543
First National Bank of Omaha
Nebraska
$3.34M -$182K -1,581 -5%
Credit Agricole
544
Credit Agricole
France
$3.34M -$1.27M -11,048 -28%
AC
545
Asio Capital
Kentucky
$3.33M +$3.33M +28,871 New
B
546
Bailard
California
$3.32M +$327K +2,835 +11%
IA
547
IFP Advisors
Florida
$3.31M -$1.44M -12,503 -30%
FWM
548
Fairhaven Wealth Management
Illinois
$3.31M +$3.11K +27 +0.1%
TW
549
TrinityPoint Wealth
Connecticut
$3.3M -$8.99K -78 -0.3%
SCP
550
Stamos Capital Partners
California
$3.3M -$1.17M -10,150 -26%
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