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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 %
CSPIA
601
Cary Street Partners Investment Advisory
Virginia
$2.39M -$46.8K -467 -2%
BTC
602
Bank & Trust Company
Illinois
$2.38M +$2.38M +23,779 New
SFA
603
Sequoia Financial Advisors
Ohio
$2.38M -$4.99M -49,742 -68%
KWA
604
Kingswood Wealth Advisors
California
$2.38M +$442K +4,411 +23%
FC
605
Forte Capital
New York
$2.36M -$26.4K -263 -1%
HWAM
606
Hennion & Walsh Asset Management
New Jersey
$2.36M -$98.4K -982 -4%
CA
607
CGN Advisors
Kansas
$2.35M +$109K +1,089 +5%
RMC
608
Resources Management Corp
Connecticut
$2.35M -$101K -1,005 -4%
WA
609
Wealth Alliance
New York
$2.34M +$128K +1,275 +6%
OCM
610
Orleans Capital Management
Louisiana
$2.34M -$23.4K -233 -1%
BBVA
611
Banco Bilbao Vizcaya Argentaria
Spain
$2.32M -$255K -2,543 -10%
WCAMG
612
Woodard & Company Asset Management Group
North Carolina
$2.31M -$1.06M -10,617 -32%
FPAS
613
Focus Partners Advisor Solutions
Missouri
$2.31M -$17.1K -171 -0.7%
CFD
614
Creative Financial Designs
Indiana
$2.3M -$11.6K -116 -0.5%
USAA
615
United Services Automobile Association
Texas
$2.28M -$168K -1,678 -7%
WG
616
Wealth Group
North Carolina
$2.27M -$7.72K -77 -0.3%
NHC
617
Nicholas Hoffman & Company
Georgia
$2.26M +$4.31K +43 +0.2%
HVIA
618
Hudson Valley Investment Advisors
New York
$2.24M +$458K +4,610 +26%
BBA
619
BLB&B Advisors
Pennsylvania
$2.23M -$98.1K -979 -4%
FTDI
620
First Trust Direct Indexing
Massachusetts
$2.23M +$459K +4,576 +26%
EFS
621
Essex Financial Services
Connecticut
$2.22M +$672K +5,980 +43%
SW
622
SVB Wealth
Massachusetts
$2.22M -$131K -1,304 -6%
TAIM
623
Te Ahumairangi Investment Management
New Zealand
$2.22M -$125K -1,250 -5%
IGAM
624
iA Global Asset Management
Quebec, Canada
$2.21M +$1.71M +17,084 +343%
LDB
625
Lee, Danner & Bass
Tennessee
$2.21M +$2.21M +22,028 New
23 24
25
26 27