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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 %
SIC
626
Shoker Investment Counsel
Ohio
$2.58M +$40.6K +377 +2%
FPAS
627
Focus Partners Advisor Solutions
Missouri
$2.55M -$137K -1,268 -5%
HFBOT
628
Home Federal Bank of Tennessee
Tennessee
$2.54M -$26.9K -250 -1%
SBH
629
Segall Bryant & Hamill
Illinois
$2.54M – – –
IA
630
IFP Advisors
Florida
$2.54M -$557K -5,166 -18%
RB
631
Rodgers Brothers
Pennsylvania
$2.53M -$140K -1,300 -5%
BTC
632
Bank & Trust Company
Illinois
$2.5M -$45.9K -426 -2%
LDB
633
Lee, Danner & Bass
Tennessee
$2.5M +$33.3K +309 +1%
AC
634
Allstate Corporation
Illinois
$2.49M +$2.49M +23,078 New
RMC
635
Resources Management Corp
Connecticut
$2.47M -$11.4K -106 -0.5%
WG
636
Wealth Group
North Carolina
$2.46M -$3.12K -29 -0.1%
HCM
637
Hall Capital Management
Rhode Island
$2.46M +$2.46M +22,812 New
KTC
638
Kentucky Trust Company
Kentucky
$2.46M +$2.46M +22,804 New
EH
639
Equitable Holdings
New York
$2.46M +$62.4K +579 +3%
LWL
640
Leo Wealth LLC
Texas
$2.45M +$492K +4,565 +25%
KF
641
KKM Financial
Illinois
$2.45M +$122K +1,134 +5%
FC
642
Forte Capital
New York
$2.44M -$25.6K -238 -1%
CC
643
Cornerstone Capital
California
$2.44M -$454K -4,217 -16%
SFS
644
Stiles Financial Services
Minnesota
$2.43M +$107K +990 +5%
MMHP
645
Murphy Middleton Hinkle & Parker
Georgia
$2.43M -$124K -1,152 -5%
SVWAG
646
Sound View Wealth Advisors Group
Georgia
$2.42M +$33.5K +311 +1%
CFD
647
Creative Financial Designs
Indiana
$2.42M +$8.08K +75 +0.3%
Kovitz Investment Group Partners
648
Kovitz Investment Group Partners
Illinois
$2.41M +$112K +1,042 +5%
GW
649
Griffith & Werner
Georgia
$2.41M +$2.41M +22,331 New
Bank Julius Baer & Co
650
Bank Julius Baer & Co
Switzerland
$2.4M +$2.4M +22,300 New
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