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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 %
ECU
676
Eisler Capital (UK)
United Kingdom
$1.85M -$2.45M -24,481 -57%
WIS
677
Wright Investors Service
Connecticut
$1.85M -$548K -5,472 -23%
HFM
678
Hartford Financial Management
Connecticut
$1.84M -$9.32K -93 -0.5%
GLA
679
Good Life Advisors
Pennsylvania
$1.84M +$46.8K +467 +3%
WorldQuant Millennium Advisors
680
WorldQuant Millennium Advisors
New York
$1.83M – – –
GT
681
Glenview Trust
Kentucky
$1.82M +$29.1K +290 +2%
AIA
682
Armor Investment Advisors
North Carolina
$1.81M -$269K -2,681 -13%
RC
683
Randolph Company
Ohio
$1.8M -$16.6K -166 -0.9%
HFM
684
Hartford Funds Management
Pennsylvania
$1.8M +$198K +1,979 +12%
GT
685
Greenleaf Trust
Michigan
$1.8M +$29.7K +296 +2%
IIM
686
Ipswich Investment Management
Massachusetts
$1.8M -$19.8K -198 -1%
GLLW
687
Graves Light Lenhart Wealth
Virginia
$1.79M +$2.68K +27 +0.1%
OPA
688
Old Port Advisors
Maine
$1.79M +$114K +1,139 +7%
SF
689
Symphony Financial
Texas
$1.78M -$44.6K -443 -2%
CPIA
690
Cornell Pochily Investment Advisors
New York
$1.78M +$18.2K +182 +1%
TCMG
691
TSP Capital Management Group
New Jersey
$1.77M -$200K -1,992 -10%
MWA
692
MFA Wealth Advisors
Pennsylvania
$1.77M -$73.6K -734 -4%
WBC
693
Westpac Banking Corp
Australia
$1.75M +$158K +1,575 +10%
BSW
694
Buckingham Strategic Wealth
Missouri
$1.75M +$42.8K +427 +3%
LWA
695
Ledgewood Wealth Advisors
New Hampshire
$1.74M – – –
JIP
696
Jaffetilchin Investment Partners
Florida
$1.74M -$64.7K -645 -4%
YIH
697
Y-Intercept (HK)
Hong Kong
$1.73M +$1.73M +17,306 New
MSA
698
Marino Stram & Associates
Massachusetts
$1.73M -$4.51K -45 -0.3%
HDIM
699
Hanson & Doremus Investment Management
Vermont
$1.72M -$29.8K -297 -2%
IMCOOI
700
Investment Management Corp of Ontario (IMCO)
Canada
$1.72M +$471K +4,700 +38%
26 27
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