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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 %
EH
626
Equitable Holdings
New York
$2.56M -$565K -4,903 -18%
SVWAG
627
Sound View Wealth Advisors Group
Georgia
$2.56M +$231K +2,007 +10%
FMWA
628
Forvis Mazars Wealth Advisors
Missouri
$2.56M +$72.9K +632 +3%
PMIA
629
Patrick Mauro Investment Advisor
Illinois
$2.52M -$948K -8,219 -27%
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$2.51M +$27.7K +240 +1%
SFS
631
Stiles Financial Services
Minnesota
$2.49M +$96.4K +836 +4%
KF
632
KKM Financial
Illinois
$2.49M +$161K +1,399 +7%
1832 Asset Management
633
1832 Asset Management
Ontario, Canada
$2.49M +$129K +1,119 +5%
FFP
634
FourThought Financial Partners
Florida
$2.46M +$14.2K +123 +0.6%
HI
635
Harbour Investments
Wisconsin
$2.45M +$98.7K +856 +4%
BBA
636
BLB&B Advisors
Pennsylvania
$2.45M -$117K -1,019 -5%
TWC
637
TD Waterhouse Canada
Ontario, Canada
$2.43M -$1.19M -10,777 -33%
NHC
638
Nicholas Hoffman & Company
Georgia
$2.43M -$172K -1,494 -7%
WCAMG
639
Woodard & Company Asset Management Group
North Carolina
$2.42M -$238K -2,062 -9%
TT
640
TI-Trust
Illinois
$2.4M -$115 -1 -0%
BCP
641
Berkeley Capital Partners
Georgia
$2.4M -$104K -902 -4%
CCP
642
Clarkston Capital Partners
Michigan
$2.33M – – –
CWG
643
Cornerstone Wealth Group
North Carolina
$2.33M -$17.9K -155 -0.8%
SB
644
Strategic Blueprint
Georgia
$2.32M -$151K -1,308 -6%
LSA
645
L & S Advisors
California
$2.32M -$478K -4,145 -17%
MBTD
646
Mechanics Bank - Trust Department
California
$2.31M -$13K -113 -0.6%
BGDI
647
BW Gestao de Investimentos
Brazil
$2.31M +$2.31M +20,000 New
CCIA
648
Campbell & Co Investment Adviser
Maryland
$2.3M +$2.3M +19,932 New
ACP
649
Aviance Capital Partners
Florida
$2.3M +$5.3K +46 +0.2%
AW
650
Apricus Wealth
South Carolina
$2.29M +$113K +983 +5%
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