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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 %
SMC
676
Smith, Moore & Co
Missouri
$2.13M -$23.3K -202 -1%
AssetMark Inc
677
AssetMark Inc
California
$2.13M -$3.33M -28,924 -61%
LWA
678
Ledgewood Wealth Advisors
New Hampshire
$2.12M +$115K +1,000 +6%
ANTB
679
AMG National Trust Bank
Colorado
$2.11M -$957K -8,300 -31%
LWL
680
Leo Wealth LLC
Texas
$2.1M +$138K +1,198 +7%
HFM
681
Hartford Financial Management
Connecticut
$2.1M -$19.7K -171 -0.9%
NG
682
Norden Group
Utah
$2.09M +$1.26M +10,949 +152%
BTI
683
Blue Trust Inc
Georgia
$2.09M +$629K +6,278 +43%
RCM
684
Raleigh Capital Management
North Carolina
$2.09M -$922K -7,995 -31%
AAS
685
Ameritas Advisory Services
Nebraska
$2.09M -$273K -2,371 -12%
GLLW
686
Graves Light Lenhart Wealth
Virginia
$2.08M -$5.3K -46 -0.3%
RC
687
Randolph Company
Ohio
$2.07M – – –
IIM
688
Ipswich Investment Management
Massachusetts
$2.07M +$1.73K +15 +0.1%
LA
689
LVW Advisors
New York
$2.07M +$101K +873 +5%
HWMO
690
Heritage Wealth Management (Ohio)
Ohio
$2.07M -$122K -1,054 -6%
JIP
691
Jaffetilchin Investment Partners
Florida
$2.06M +$61.3K +532 +3%
GM
692
GeoWealth Management
Illinois
$2.04M +$195K +1,690 +11%
ACM
693
Aster Capital Management
United Arab Emirates
$2.04M +$2.04M +17,707 New
OPA
694
Old Port Advisors
Maine
$2.04M -$19.4K -168 -0.9%
WA
695
Wealth Alliance
New York
$2.04M -$660K -5,728 -24%
GS
696
GTS Securities
New York
$2.03M +$1.42M +12,327 +234%
TCMG
697
TSP Capital Management Group
New Jersey
$2.03M -$14.6K -127 -0.7%
IFU
698
iSAM Funds (UK)
United Kingdom
$2.03M +$2.03M +17,570 New
CIM
699
Chiron Investment Management
New York
$2.02M +$2.02M +17,484 New
VF
700
Virtu Financial
New York
$2.01M +$2.01M +17,455 New
26 27
28
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