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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 %
ONSWM
601
Old North State Wealth Management
North Carolina
$2.74M +$196K +1,814 +8%
AF
602
Apollon Financial
South Carolina
$2.73M +$2.73M +25,360 New
ET
603
Equitable Trust
Tennessee
$2.73M -$55.6K -516 -2%
1832 Asset Management
604
1832 Asset Management
Ontario, Canada
$2.72M +$391K +3,625 +17%
IIM
605
INTECH Investment Management
Florida
$2.7M -$877K -8,141 -25%
LOPW
606
Live Oak Private Wealth
North Carolina
$2.7M -$49.5K -459 -2%
ECM
607
Everence Capital Management
Indiana
$2.69M -$474K -4,400 -15%
EWM
608
Evercore Wealth Management
New York
$2.69M -$62.9K -584 -2%
TWC
609
TD Waterhouse Canada
Ontario, Canada
$2.69M +$316K +2,935 +13%
JFL
610
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.68M +$53.9K +500 +2%
APC
611
Aspire Private Capital
North Carolina
$2.67M -$6.14K -57 -0.2%
SFG
612
SevenBridge Financial Group
Pennsylvania
$2.67M +$911K +7,805 +52%
DAS
613
Dynamic Advisor Solutions
Arizona
$2.66M -$186K -1,722 -7%
NMIMC
614
Northwestern Mutual Investment Management Company
Wisconsin
$2.64M +$6.25K +58 +0.2%
FFP
615
FourThought Financial Partners
Florida
$2.64M +$342K +3,170 +15%
TI
616
Tidal Investments
Wisconsin
$2.64M -$33.7K -313 -1%
SWP
617
Sagespring Wealth Partners
Tennessee
$2.64M +$2.64M +24,465 New
CA
618
CGN Advisors
Kansas
$2.63M +$37.5K +348 +1%
SIG
619
Stonegate Investment Group
Alabama
$2.62M -$243K -2,251 -8%
BFG
620
Bleakley Financial Group
New Jersey
$2.62M +$62.7K +582 +2%
ISB
621
Iowa State Bank
Iowa
$2.61M -$53.8K -499 -2%
WANY
622
Wealthspire Advisors (New York)
New York
$2.6M -$160K -1,488 -6%
CV
623
Counterweight Ventures
North Carolina
$2.6M +$55.8K +518 +2%
BBA
624
BLB&B Advisors
Pennsylvania
$2.58M +$291K +2,703 +13%
AG
625
Ascent Group
Virginia
$2.58M -$110K -1,020 -4%
23 24
25
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