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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 %
MA
576
Mutual Advisors
Nebraska
$2.55M -$608K -5,599 -19%
OQS
577
Occudo Quantitative Strategies
Florida
$2.54M +$2.54M +25,350 New
APC
578
Aspire Private Capital
North Carolina
$2.53M -$702 -7 -0%
NGA
579
Naples Global Advisors
Florida
$2.53M -$19K -190 -0.7%
AIMCA
580
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.52M +$882K +8,800 +54%
TL
581
Tradewinds LLC
North Carolina
$2.5M +$1.11M +11,080 +80%
KRSITF
582
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.5M -$55.2K -551 -2%
ONSWM
583
Old North State Wealth Management
North Carolina
$2.49M +$783K +7,807 +46%
RB
584
Rodgers Brothers
Pennsylvania
$2.48M +$50.1K +500 +2%
EWA
585
EP Wealth Advisors
California
$2.48M +$5.71K +57 +0.2%
BBHC
586
Brown Brothers Harriman & Co
New York
$2.47M +$599K +5,977 +32%
FSA
587
Franklin Street Advisors
North Carolina
$2.47M +$346K +3,450 +16%
NMIMC
588
Northwestern Mutual Investment Management Company
Wisconsin
$2.46M +$9.62K +96 +0.4%
MMHP
589
Murphy Middleton Hinkle & Parker
Georgia
$2.46M +$14.1K +141 +0.6%
JFL
590
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.44M -$1.11M -11,100 -31%
MHS
591
M Holdings Securities
Oregon
$2.44M +$2.44M +24,340 New
LSA
592
L & S Advisors
California
$2.43M +$184K +1,833 +8%
BFG
593
Bleakley Financial Group
New Jersey
$2.43M +$253K +2,529 +12%
SW
594
Simplicity Wealth
New Jersey
$2.43M +$259K +2,583 +12%
SIC
595
Shoker Investment Counsel
Ohio
$2.43M +$275K +2,747 +13%
SP
596
SWS Partners
Ohio
$2.42M -$75.7K -755 -3%
MOS
597
MGO One Seven
Ohio
$2.42M -$21.1K -211 -0.9%
TI
598
Tidal Investments
Wisconsin
$2.41M -$1.3M -12,999 -35%
LOPW
599
Live Oak Private Wealth
North Carolina
$2.4M +$45.7K +456 +2%
TA
600
Townsend & Associates
Colorado
$2.39M -$46K -426 -2%
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