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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 %
KWA
676
Kingswood Wealth Advisors
California
$2.19M -$1.21M -11,261 -36%
JIP
677
Jaffetilchin Investment Partners
Florida
$2.18M +$257K +2,386 +13%
CCP
678
Clarkston Capital Partners
Michigan
$2.18M +$2.16K +20 +0.1%
VRM
679
Vectors Research Management
New York
$2.17M +$344K +3,197 +19%
AW
680
Apricus Wealth
South Carolina
$2.16M +$16.2K +150 +0.8%
MBTD
681
Mechanics Bank - Trust Department
California
$2.15M -$6.14K -57 -0.3%
CLOS
682
Compagnie Lombard Odier SCmA
Switzerland
$2.13M – – –
WIA
683
World Investment Advisors
California
$2.12M +$1.17M +10,816 +122%
SP
684
Successful Portfolios
Florida
$2.12M – – –
MSAM
685
Moloney Securities Asset Management
Missouri
$2.12M -$6.36K -59 -0.3%
CCG
686
Cypress Capital Group
Florida
$2.11M -$648K -6,015 -23%
AAS
687
Ameritas Advisory Services
Nebraska
$2.11M +$160K +1,481 +8%
PFS
688
Physicians Financial Services
North Carolina
$2.11M +$5.71K +53 +0.3%
QCM
689
Qsemble Capital Management
New York
$2.11M +$2.11M +19,570 New
WP
690
WealthShield Partners
North Carolina
$2.1M -$20.1K -187 -0.9%
HCA
691
Harbor Capital Advisors
Illinois
$2.1M +$51.4K +477 +3%
HA
692
Hamel Associates
New Jersey
$2.1M -$7.65K -71 -0.4%
EF
693
Empowered Funds
Pennsylvania
$2.09M +$298K +2,764 +17%
AAMA
694
Advanced Asset Management Advisors
Ohio
$2.08M – – –
VFA
695
Valeo Financial Advisors
Indiana
$2.08M -$6.9K -64 -0.3%
CAC
696
Certified Advisory Corp
Florida
$2.08M +$30K +278 +1%
IWM
697
IHT Wealth Management
Illinois
$2.07M -$327K -3,036 -14%
FIA
698
Foundations Investment Advisors
Arizona
$2.07M +$241K +2,237 +13%
GT
699
Glenview Trust
Kentucky
$2.07M -$32.8K -304 -2%
BW
700
Bison Wealth
Georgia
$2.06M -$944K -8,762 -31%
26 27
28
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