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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 %
SFP
551
Shepherd Financial Partners
Massachusetts
$3.29M +$117K +1,013 +4%
AWM
552
AE Wealth Management
Kansas
$3.29M -$1.34M -11,664 -29%
Nisa Investment Advisors
553
Nisa Investment Advisors
Missouri
$3.28M -$515K -4,466 -14%
SFA
554
Sequoia Financial Advisors
Ohio
$3.28M +$545K +4,728 +20%
AMG
555
Advisors Management Group
Wisconsin
$3.26M +$11.3K +98 +0.3%
TYCC
556
Texas Yale Capital Corp
Florida
$3.25M +$46.2K +401 +1%
ERSOT
557
Employees Retirement System of Texas
Texas
$3.22M +$3.22M +27,899 New
BW
558
Bison Wealth
Georgia
$3.21M -$831K -7,204 -21%
CC
559
Constitution Capital
Connecticut
$3.19M +$59.4K +515 +2%
MOS
560
MGO One Seven
Ohio
$3.19M +$412K +3,569 +15%
SSWM
561
Sheets Smith Wealth Management
North Carolina
$3.17M -$271K -2,354 -8%
TCOT
562
Trust Company of Toledo
Ohio
$3.16M -$18.3K -159 -0.6%
FTDI
563
First Trust Direct Indexing
Massachusetts
$3.15M +$585K +5,071 +23%
ONST
564
Old North State Trust
North Carolina
$3.13M +$19.5K +169 +0.6%
WorldQuant Millennium Advisors
565
WorldQuant Millennium Advisors
New York
$3.11M +$1.01M +8,732 +48%
CC
566
Cornerstone Capital
California
$3.09M -$14K -121 -0.4%
OAC
567
OMERS Administration Corp
Ontario, Canada
$3.08M – – –
HWAM
568
Hennion & Walsh Asset Management
New Jersey
$3.07M +$359K +3,113 +13%
SIG
569
Stonegate Investment Group
Alabama
$3.06M +$32.7K +284 +1%
GC
570
Guardian Capital
Ontario, Canada
$3.06M +$92.2K +800 +3%
EF
571
Empirical Finance
Pennsylvania
$3.05M +$65K +564 +2%
DAS
572
Dynamic Advisor Solutions
Arizona
$3.05M -$111K -966 -4%
RP
573
Rowlandmiller & Partners
Georgia
$3.03M +$1.61K +14 +0.1%
BHCM
574
Brevan Howard Capital Management
Jersey
$3.01M +$2.22M +19,213 +278%
MCM
575
Mill Capital Management
North Carolina
$3.01M -$64.6K -560 -2%
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