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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 %
CPIA
701
Cornell Pochily Investment Advisors
New York
$2.01M -$37K -321 -2%
MSA
702
Marino Stram & Associates
Massachusetts
$2.01M +$17.2K +149 +0.9%
MWM
703
Mission Wealth Management
California
$2M +$264K +2,292 +15%
WBC
704
Westpac Banking Corp
Australia
$2M -$20.8K -180 -1%
FCB
705
First County Bank
Connecticut
$1.99M -$515K -4,464 -21%
MWA
706
MFA Wealth Advisors
Pennsylvania
$1.97M -$65K -564 -3%
AA
707
Argent Advisors
Louisiana
$1.97M +$17.8K +154 +0.9%
FIA
708
Foundations Investment Advisors
Arizona
$1.96M +$422K +3,656 +27%
SF
709
Symphony Financial
Texas
$1.96M -$97.5K -841 -5%
JWM
710
Jeppson Wealth Management
California
$1.96M +$12.1K +105 +0.6%
LCOV
711
London Company of Virginia
Virginia
$1.96M – – –
VRM
712
Vectors Research Management
New York
$1.95M +$134K +1,161 +7%
AAMA
713
Advanced Asset Management Advisors
Ohio
$1.94M – – –
AA
714
Advisory Alpha
Michigan
$1.94M +$190K +1,651 +11%
MMPW
715
Mitchell McLeod Pugh & Williams
Alabama
$1.94M +$1.27K +11 +0.1%
SG Americas Securities
716
SG Americas Securities
New York
$1.93M -$20.8M -180,177 -92%
EFS
717
Essex Financial Services
Connecticut
$1.92M -$445K -3,716 -19%
HAM
718
Harmony Asset Management
Arizona
$1.92M +$107K +932 +6%
AIA
719
Armor Investment Advisors
North Carolina
$1.92M -$158K -1,372 -8%
SP
720
SWS Partners
Ohio
$1.92M -$862K -7,477 -31%
EF
721
Empowered Funds
Pennsylvania
$1.91M +$165K +1,432 +9%
MYAM
722
Meiji Yasuda Asset Management
Japan
$1.91M +$8.65K +75 +0.5%
PTP
723
Platform Technology Partners
New York
$1.91M +$16.1K +140 +0.9%
GAM
724
Groupama Asset Management
France
$1.91M – – –
FNT
725
First National Trust
Pennsylvania
$1.89M -$40.8K -354 -2%
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