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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 %
EFMC
576
Empire Financial Management Company
New York
$3M +$2.54K +22 +0.1%
VNIM
577
Vaughan Nelson Investment Management
Texas
$2.98M – – –
ET
578
Equitable Trust
Tennessee
$2.98M +$646K +5,599 +28%
CCG
579
Cypress Capital Group
Florida
$2.96M -$763K -6,620 -21%
WANY
580
Wealthspire Advisors (New York)
New York
$2.95M -$74.3K -644 -2%
NGA
581
Naples Global Advisors
Florida
$2.95M +$45.8K +397 +2%
IMCOOI
582
Investment Management Corp of Ontario (IMCO)
Canada
$2.95M +$969K +8,400 +49%
EWM
583
Evercore Wealth Management
New York
$2.95M -$167K -1,450 -5%
LOPW
584
Live Oak Private Wealth
North Carolina
$2.94M +$172K +1,492 +6%
TL
585
Tradewinds LLC
North Carolina
$2.91M +$33.6K +291 +1%
AG
586
Ascent Group
Virginia
$2.88M -$248K -2,154 -8%
FPAS
587
Focus Partners Advisor Solutions
Missouri
$2.88M +$220K +1,909 +8%
HAG
588
HighPoint Advisor Group
Illinois
$2.87M -$390K -3,382 -12%
APC
589
Aspire Private Capital
North Carolina
$2.87M -$48.4K -420 -2%
FHWM
590
Fox Hill Wealth Management
Massachusetts
$2.86M +$657K +5,694 +30%
TI
591
Tidal Investments
Wisconsin
$2.86M +$82.9K +719 +3%
RB
592
Rodgers Brothers
Pennsylvania
$2.86M – – –
ISB
593
Iowa State Bank
Iowa
$2.85M -$207K -1,791 -7%
IG
594
ING Group
Netherlands
$2.82M +$2.82M +24,499 New
FSA
595
Franklin Street Advisors
North Carolina
$2.82M -$16.7K -145 -0.6%
NMIMC
596
Northwestern Mutual Investment Management Company
Wisconsin
$2.82M -$10.7K -93 -0.4%
JFL
597
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.81M – – –
SM
598
Sciencast Management
New Jersey
$2.8M +$1.67M +14,493 +148%
BBVA
599
Banco Bilbao Vizcaya Argentaria
Spain
$2.79M +$122K +1,056 +5%
OCM
600
Orleans Capital Management
Louisiana
$2.78M +$89.7K +778 +3%
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