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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 %
AAIM
526
American Assets Investment Management
California
$3.52M – – –
BG
527
Bahl & Gaynor
Ohio
$3.52M -$162K -1,501 -4%
SCM
528
Schnieders Capital Management
California
$3.51M +$36.5K +339 +1%
FB
529
Fulton Bank
Pennsylvania
$3.51M -$323 -3 -0%
LFAS
530
Level Four Advisory Services
Texas
$3.51M +$67.7K +628 +2%
Nomura Holdings
531
Nomura Holdings
Japan
$3.5M +$3.5M +32,454 New
TAM
532
Townsend Asset Management
North Carolina
$3.48M +$22.7K +211 +0.7%
RIL
533
Rothschild Investment LLC
Illinois
$3.48M -$38.6K -358 -1%
AWM
534
Axxcess Wealth Management
California
$3.48M +$328K +3,042 +10%
OAC
535
OMERS Administration Corp
Ontario, Canada
$3.47M +$591K +5,485 +21%
MIS
536
Morningstar Investment Services
Illinois
$3.47M -$34.8M -323,102 -91%
SFS
537
Sowell Financial Services
Arkansas
$3.46M -$120K -1,114 -3%
FWP
538
FAS Wealth Partners
Kansas
$3.46M +$94.3K +875 +3%
PT
539
Plimoth Trust
Massachusetts
$3.46M -$5.39K -50 -0.2%
B
540
Bailard
California
$3.44M +$338K +3,139 +11%
IMC Chicago
541
IMC Chicago
Illinois
$3.42M +$3.42M +31,750 New
CA
542
Carson Advisory
Georgia
$3.41M -$45.1K -419 -1%
Lazard Asset Management
543
Lazard Asset Management
New York
$3.4M +$2.92M +27,077 +597%
WAM
544
Wolverine Asset Management
Illinois
$3.38M +$3.38M +31,418 New
LA
545
Lynch & Associates
Indiana
$3.38M -$23.9K -222 -0.7%
WSFS
546
Wilmington Savings Fund Society
Delaware
$3.38M +$10K +93 +0.3%
GRP
547
Global Retirement Partners
California
$3.37M -$65.1K -604 -2%
PI
548
PFG Investments
New York
$3.37M -$36.3K -337 -1%
CC
549
Constitution Capital
Connecticut
$3.37M +$386K +3,580 +13%
RIA
550
Regal Investment Advisors
Michigan
$3.36M -$339K -3,147 -9%
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