DUK icon

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 %
CC
551
Constitution Capital
Connecticut
$2.72M -$210K -2,094 -7%
EH
552
Equitable Holdings
New York
$2.72M +$288K +2,878 +12%
AG
553
Ascent Group
Virginia
$2.72M -$480K -4,790 -15%
EWM
554
Evercore Wealth Management
New York
$2.71M -$145K -1,443 -5%
ONST
555
Old North State Trust
North Carolina
$2.7M +$26.4K +263 +1%
CC
556
Cornerstone Capital
California
$2.7M -$366K -3,648 -12%
OAC
557
OMERS Administration Corp
Ontario, Canada
$2.68M +$2.68M +26,709 New
MCM
558
Mill Capital Management
North Carolina
$2.67M -$33.4K -333 -1%
ANTB
559
AMG National Trust Bank
Colorado
$2.67M +$1.09M +10,892 +69%
ISB
560
Iowa State Bank
Iowa
$2.66M +$60.4K +603 +2%
IIM
561
INTECH Investment Management
Florida
$2.66M -$105K -1,052 -4%
NB
562
Norinchukin Bank
Japan
$2.64M +$69.5K +693 +3%
RP
563
Rowlandmiller & Partners
Georgia
$2.64M -$5.71K -57 -0.2%
SIG
564
Stonegate Investment Group
Alabama
$2.64M +$53.9K +538 +2%
WANY
565
Wealthspire Advisors (New York)
New York
$2.63M -$27.8K -277 -1%
RCM
566
Raleigh Capital Management
North Carolina
$2.62M -$218K -2,170 -8%
RBA
567
Richard Bernstein Advisors
New York
$2.61M – – –
EFMC
568
Empire Financial Management Company
New York
$2.61M +$489K +4,875 +23%
B
569
Bailard
California
$2.6M +$12.8K +128 +0.5%
EF
570
Empirical Finance
Pennsylvania
$2.6M -$177K -1,762 -6%
VNIM
571
Vaughan Nelson Investment Management
Texas
$2.59M – – –
Acadian Asset Management
572
Acadian Asset Management
Massachusetts
$2.59M +$2.59M +25,822 New
GC
573
Guardian Capital
Ontario, Canada
$2.58M – – –
MFFIA
574
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.57M +$100 +1 +0%
JWCA
575
J.W. Cole Advisors
Florida
$2.57M -$5.31K -53 -0.2%
21 22
23
24 25