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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 %
CA
601
CGN Advisors
Kansas
$2.78M +$69.6K +604 +3%
BBHC
602
Brown Brothers Harriman & Co
New York
$2.77M -$67.3K -584 -2%
MCM
603
MAI Capital Management
Ohio
$2.76M -$740K -6,415 -21%
HFBOT
604
Home Federal Bank of Tennessee
Tennessee
$2.75M -$536K -4,650 -16%
PA
605
Pinnacle Associates
New York
$2.74M -$469K -4,830 -15%
BFG
606
Bleakley Financial Group
New Jersey
$2.73M -$61.3K -532 -2%
MMHP
607
Murphy Middleton Hinkle & Parker
Georgia
$2.73M -$99K -859 -3%
BTC
608
Bank & Trust Company
Illinois
$2.73M -$12.1K -105 -0.4%
ONSWM
609
Old North State Wealth Management
North Carolina
$2.72M -$142K -1,227 -5%
CV
610
Counterweight Ventures
North Carolina
$2.72M +$1.61M +13,976 +145%
SBH
611
Segall Bryant & Hamill
Illinois
$2.72M +$2.72M +23,583 New
SIC
612
Shoker Investment Counsel
Ohio
$2.71M -$78.1K -677 -3%
DWM
613
Dakota Wealth Management
Florida
$2.7M +$205K +1,781 +8%
HH
614
Hilltop Holdings
Texas
$2.7M +$1M +8,699 +59%
TAIM
615
Te Ahumairangi Investment Management
New Zealand
$2.68M +$143K +1,250 +6%
RMC
616
Resources Management Corp
Connecticut
$2.66M -$48.2K -418 -2%
LDB
617
Lee, Danner & Bass
Tennessee
$2.64M +$104K +900 +4%
WG
618
Wealth Group
North Carolina
$2.64M +$23.6K +205 +0.9%
FC
619
Forte Capital
New York
$2.64M -$83.2K -722 -3%
KRSITF
620
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.64M -$235K -2,036 -8%
IGAM
621
iA Global Asset Management
Quebec, Canada
$2.61M +$67.8K +588 +3%
CFD
622
Creative Financial Designs
Indiana
$2.58M -$63K -546 -2%
IWM
623
IHT Wealth Management
Illinois
$2.57M +$387K +3,354 +18%
MWM
624
Modera Wealth Management
New Jersey
$2.56M +$68.4K +593 +3%
MA
625
Mutual Advisors
Nebraska
$2.56M -$227K -1,909 -8%
23 24
25
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