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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 %
CAC
701
Certified Advisory Corp
Florida
$1.72M -$115K -1,151 -6%
LA
702
LVW Advisors
New York
$1.71M +$158K +1,575 +10%
CFGS
703
Concourse Financial Group Securities
Alabama
$1.7M -$97.3K -971 -5%
LCOV
704
London Company of Virginia
Virginia
$1.7M -$230K -2,290 -12%
LWL
705
Leo Wealth LLC
Texas
$1.7M -$45.8K -458 -3%
AA
706
Argent Advisors
Louisiana
$1.7M -$102K -1,019 -6%
JWM
707
Jeppson Wealth Management
California
$1.69M -$2.41K -24 -0.1%
Citadel Advisors
708
Citadel Advisors
Florida
$1.68M -$3.02M -30,139 -64%
MMPW
709
Mitchell McLeod Pugh & Williams
Alabama
$1.68M +$401 +4 +0%
FNT
710
First National Trust
Pennsylvania
$1.68M -$130K -1,301 -7%
PWW
711
Pettyjohn Wood & White
Virginia
$1.67M – – –
S
712
SignatureFD
Georgia
$1.66M +$17.1K +171 +1%
MYAM
713
Meiji Yasuda Asset Management
Japan
$1.66M -$63.1K -630 -4%
CBTWT
714
Community Bank & Trust (Waco, Texas)
Texas
$1.65M -$2.41K -24 -0.1%
APP
715
Avantax Planning Partners
Iowa
$1.65M -$1.38M -13,730 -45%
PTP
716
Platform Technology Partners
New York
$1.64M +$1.64M +16,411 New
RC
717
Resolution Capital
Australia
$1.64M -$27.3K -272 -2%
ACM
718
Adalta Capital Management
New York
$1.64M +$38.8K +387 +2%
TCPW
719
Twin City Private Wealth
North Carolina
$1.64M -$58.9K -588 -3%
WWM
720
Wolff Wiese Magana
California
$1.64M -$37.5K -374 -2%
NI
721
Nepsis Inc
Minnesota
$1.63M -$34.2K -341 -2%
PNC
722
Park National Corp
Ohio
$1.63M -$36.8K -367 -2%
CK
723
Cohen Klingenstein
New York
$1.62M – – –
WA
724
WealthTrust Axiom
Pennsylvania
$1.62M +$6.62K +66 +0.4%
IAN
725
Integrated Advisors Network
Texas
$1.62M -$739K -7,369 -31%
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