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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 %
SVWAG
651
Sound View Wealth Advisors Group
Georgia
$2.02M -$59.3K -592 -3%
MBTD
652
Mechanics Bank - Trust Department
California
$2.02M -$65.1K -650 -3%
MGWM
653
Marks Group Wealth Management
Minnesota
$2M -$27.4K -273 -1%
WS
654
Wedbush Securities
California
$2M +$5.41K +54 +0.3%
ACP
655
Aviance Capital Partners
Florida
$1.99M +$213K +2,123 +12%
WWM
656
Wagner Wealth Management
South Carolina
$1.99M +$210K +2,093 +12%
HA
657
Hamel Associates
New Jersey
$1.99M +$118K +1,175 +6%
SP
658
Successful Portfolios
Florida
$1.98M -$91.3K -911 -4%
CLOS
659
Compagnie Lombard Odier SCmA
Switzerland
$1.98M – – –
CNBT
660
Canandaigua National Bank & Trust
New York
$1.97M -$178K -1,772 -8%
DIP
661
Davis Investment Partners
North Carolina
$1.97M -$4.11K -39 -0.2%
HCP
662
Hardin Capital Partners
South Carolina
$1.94M +$1.94M +19,356 New
AAMA
663
Advanced Asset Management Advisors
Ohio
$1.94M +$1.94M +19,349 New
SGCA
664
Steel Grove Capital Advisors
Tennessee
$1.93M -$54.8K -547 -3%
CHC
665
City Holding Co
West Virginia
$1.93M +$135K +1,350 +8%
VFA
666
Valeo Financial Advisors
Indiana
$1.92M -$212K -2,118 -10%
FHWM
667
Fox Hill Wealth Management
Massachusetts
$1.92M +$71.7K +715 +4%
HWMO
668
Heritage Wealth Management (Ohio)
Ohio
$1.91M +$1.91M +18,965 New
IWM
669
IHT Wealth Management
Illinois
$1.9M +$78.1K +779 +4%
HCA
670
Harbor Capital Advisors
Illinois
$1.9M +$3.01K +30 +0.2%
AW
671
Apricus Wealth
South Carolina
$1.89M +$51K +509 +3%
N
672
Natixis
France
$1.89M -$27.8M -277,440 -94%
IMC Chicago
673
IMC Chicago
Illinois
$1.88M +$565K +5,634 +43%
SMC
674
Smith, Moore & Co
Missouri
$1.87M -$4.71K -47 -0.3%
FPFS
675
First Personal Financial Services
North Carolina
$1.85M +$315K +3,138 +20%
25 26
27
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