DUK icon

Duke Energy
DUK

Overview Fund Activity

1,901 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 735 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.55%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
735
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$108M
2
ECM
ExodusPoint Capital Management
New York
+$106M
3
Cohen & Steers
Cohen & Steers
New York
+$103M
4
Marshall Wace
Marshall Wace
United Kingdom
+$94.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$83.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$955M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$327M
3
State Street
State Street
Massachusetts
-$313M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$249M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONSWM
701
Old North State Wealth Management
North Carolina
$1.64M +$128K +1,322 +8%
TCPW
702
Twin City Private Wealth
North Carolina
$1.64M +$1.64M +16,923 New
JWM
703
Jeppson Wealth Management
California
$1.63M +$3.87K +40 +0.2%
NSB
704
Norway Savings Bank
Maine
$1.63M -$94.6K -978 -5%
MMPW
705
Mitchell McLeod Pugh & Williams
Alabama
$1.62M -$6.38K -66 -0.4%
OPA
706
Old Port Advisors
Maine
$1.62M +$173K +1,786 +12%
WWM
707
Wolff Wiese Magana
California
$1.61M -$5.32K -55 -0.3%
RC
708
Resolution Capital
Australia
$1.61M +$875K +9,043 +119%
PWW
709
Pettyjohn Wood & White
Virginia
$1.61M +$24.2K +250 +2%
NI
710
Nepsis Inc
Minnesota
$1.61M -$26.7K -276 -2%
PNC
711
Park National Corp
Ohio
$1.6M -$71.7K -741 -4%
MWM
712
Mission Wealth Management
California
$1.6M +$177K +1,834 +12%
CBTWT
713
Community Bank & Trust (Waco, Texas)
Texas
$1.6M +$870 +9 +0.1%
GFS
714
GYL Financial Synergies
Connecticut
$1.59M +$15.5K +160 +1%
S
715
SignatureFD
Georgia
$1.59M +$75.6K +782 +5%
Los Angeles Capital Management
716
Los Angeles Capital Management
California
$1.58M -$413K -4,274 -21%
AIMCA
717
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.58M – – –
VRM
718
Vectors Research Management
New York
$1.57M -$708K -7,317 -31%
CK
719
Cohen Klingenstein
New York
$1.57M – – –
B
720
Bellecapital
Switzerland
$1.56M +$225K +2,324 +17%
WA
721
WealthTrust Axiom
Pennsylvania
$1.56M – – –
HFM
722
Hartford Funds Management
Pennsylvania
$1.55M +$220K +2,278 +17%
IW
723
Imprint Wealth
South Carolina
$1.54M +$386K +4,021 +33%
ACM
724
Adalta Capital Management
New York
$1.54M +$704K +7,278 +84%
WBC
725
Westpac Banking Corp
Australia
$1.54M +$841K +8,700 +120%
27 28
29
30 31