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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 %
GCA
551
Greenwood Capital Associates
South Carolina
$3.35M +$159K +1,480 +5%
ACM
552
Argyle Capital Management
Pennsylvania
$3.32M +$65.3K +606 +2%
SGC
553
Slocum, Gordon & Co
Rhode Island
$3.32M – – –
TSWM
554
Triangle Securities Wealth Management
North Carolina
$3.3M +$110K +1,020 +3%
CSP
555
Cary Street Partners
Virginia
$3.28M +$3.28M +30,484 New
NB
556
Norinchukin Bank
Japan
$3.26M +$84.6K +785 +3%
IWC
557
Integrated Wealth Concepts
Massachusetts
$3.25M -$657K -6,100 -17%
CCM
558
Cohen Capital Management
California
$3.25M – – –
BPC
559
Banque Pictet & Cie
Switzerland
$3.23M – – –
PFM
560
Premier Fund Managers
United Kingdom
$3.23M -$539K -5,000 -14%
Holocene Advisors
561
Holocene Advisors
New York
$3.23M +$3.23M +29,984 New
FNB
562
Farmers National Bank
Kentucky
$3.21M +$3.21M +29,802 New
SCA
563
Snowden Capital Advisors
New York
$3.21M -$2.28M -21,116 -41%
CWC
564
Carolinas Wealth Consulting
North Carolina
$3.2M -$101K -942 -3%
BCM
565
Birmingham Capital Management
Alabama
$3.19M -$89.7K -833 -3%
HWAM
566
Hennion & Walsh Asset Management
New Jersey
$3.17M +$298K +2,769 +10%
BAMF
567
BI Asset Management Fondsmaeglerselskab
Denmark
$3.12M -$1.52M -14,097 -33%
MA
568
Montag & Associates
Georgia
$3.11M -$143K -1,329 -4%
PCIA
569
Prime Capital Investment Advisors
Kansas
$3.11M -$460K -4,267 -13%
FWM
570
Fairhaven Wealth Management
Illinois
$3.11M +$19.6K +182 +0.6%
PD
571
Point72 (DIFC)
United Arab Emirates
$3.11M +$1.59M +14,779 +105%
SFP
572
Shepherd Financial Partners
Massachusetts
$3.1M +$30.9K +287 +1%
TNBTD
573
Trustmark National Bank Trust Department
Mississippi
$3.1M -$66.4K -616 -2%
AWM
574
AE Wealth Management
Kansas
$3.09M +$17.7K +164 +0.6%
AC
575
Asio Capital
Kentucky
$3.08M -$32.1K -298 -1%
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