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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 %
DWM
651
Dakota Wealth Management
Florida
$2.4M -$119K -1,109 -5%
MIM
652
Marshall Investment Management
Colorado
$2.39M +$2.39M +20,761 New
PHK
653
Point72 Hong Kong
Hong Kong
$2.38M +$2.38M +22,115 New
VIM
654
Vinva Investment Management
Australia
$2.37M +$1.05M +9,726 +79%
PMIA
655
Patrick Mauro Investment Advisor
Illinois
$2.36M +$5.5K +51 +0.2%
MWM
656
Modera Wealth Management
New Jersey
$2.34M -$60.4K -561 -3%
FMWA
657
Forvis Mazars Wealth Advisors
Missouri
$2.33M -$59.2K -549 -2%
MPWT
658
MassMutual Private Wealth & Trust
Connecticut
$2.33M -$20.3K -188 -0.9%
MA
659
Mutual Advisors
Nebraska
$2.29M -$55.6K -510 -2%
WCAMG
660
Woodard & Company Asset Management Group
North Carolina
$2.28M +$20.4K +189 +0.9%
HI
661
Harbour Investments
Wisconsin
$2.28M -$13.1K -122 -0.6%
BCP
662
Berkeley Capital Partners
Georgia
$2.26M +$14.9K +138 +0.7%
HCP
663
Hardin Capital Partners
South Carolina
$2.26M +$165K +1,535 +8%
MRP
664
Measured Risk Portfolios
California
$2.26M +$2.26M +20,950 New
SCP
665
Stamos Capital Partners
California
$2.25M -$829K -7,690 -27%
BBHC
666
Brown Brothers Harriman & Co
New York
$2.25M -$342K -3,173 -13%
TT
667
TI-Trust
Illinois
$2.24M -$4.2K -39 -0.2%
CWG
668
Cornerstone Wealth Group
North Carolina
$2.24M +$65.7K +610 +3%
USWG
669
U.S. Wealth Group
New York
$2.24M +$2.24M +20,793 New
SB
670
Strategic Blueprint
Georgia
$2.23M +$68.1K +632 +3%
SW
671
SVB Wealth
Massachusetts
$2.23M +$2.23M +20,713 New
CWMS
672
Cannon Wealth Management Services
North Carolina
$2.21M +$30K +265 +1%
TAIM
673
Te Ahumairangi Investment Management
New Zealand
$2.2M -$312K -2,900 -12%
ACM
674
Adalta Capital Management
New York
$2.2M +$64.6K +600 +3%
NHC
675
Nicholas Hoffman & Company
Georgia
$2.19M -$74.6K -692 -3%
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