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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 %
ACM
651
Adalta Capital Management
New York
$2.29M +$401K +3,476 +21%
GLA
652
Good Life Advisors
Pennsylvania
$2.29M +$172K +1,491 +8%
AF
653
Allworth Financial
California
$2.28M -$78.5K -681 -3%
CLOS
654
Compagnie Lombard Odier SCmA
Switzerland
$2.28M – – –
WP
655
WealthShield Partners
North Carolina
$2.27M -$81.5K -707 -3%
MSAM
656
Moloney Securities Asset Management
Missouri
$2.27M -$85.1K -738 -4%
SP
657
Successful Portfolios
Florida
$2.27M -$8.76K -76 -0.4%
MGWM
658
Marks Group Wealth Management
Minnesota
$2.27M -$27.4K -238 -1%
CC
659
Centiva Capital
New York
$2.26M +$2.26M +19,613 New
HA
660
Hamel Associates
New Jersey
$2.25M -$31.7K -275 -1%
PFS
661
Physicians Financial Services
North Carolina
$2.25M -$80.6K -699 -3%
GT
662
Glenview Trust
Kentucky
$2.25M +$153K +1,327 +7%
VFA
663
Valeo Financial Advisors
Indiana
$2.24M +$25.8K +224 +1%
CWMS
664
Cannon Wealth Management Services
North Carolina
$2.22M +$2.22M +19,265 New
CAC
665
Certified Advisory Corp
Florida
$2.2M +$220K +1,904 +11%
AIM
666
Aigen Investment Management
New York
$2.19M +$1.56M +13,557 +248%
HCA
667
Harbor Capital Advisors
Illinois
$2.19M +$11K +95 +0.5%
CNBT
668
Canandaigua National Bank & Trust
New York
$2.19M -$82.1K -712 -4%
FPFS
669
First Personal Financial Services
North Carolina
$2.19M +$58.5K +507 +3%
DIP
670
Davis Investment Partners
North Carolina
$2.19M +$1.4K +12 +0.1%
GT
671
Greenleaf Trust
Michigan
$2.18M +$110K +958 +5%
CHC
672
City Holding Co
West Virginia
$2.17M -$46.6K -404 -2%
SGCA
673
Steel Grove Capital Advisors
Tennessee
$2.16M -$74.7K -644 -3%
HCP
674
Hardin Capital Partners
South Carolina
$2.15M +$7.19K +65 +0.3%
USAA
675
United Services Automobile Association
Texas
$2.15M -$474K -4,113 -18%
25 26
27
28 29