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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 %
Los Angeles Capital Management
701
Los Angeles Capital Management
California
$2.06M -$1.81M -16,814 -47%
SMC
702
Smith, Moore & Co
Missouri
$2.05M +$59.7K +554 +3%
CNBT
703
Canandaigua National Bank & Trust
New York
$2.05M +$3.12K +29 +0.2%
GT
704
Greenleaf Trust
Michigan
$2.02M -$21.4K -199 -1%
MWA
705
MFA Wealth Advisors
Pennsylvania
$2.02M +$177K +1,639 +10%
GLA
706
Good Life Advisors
Pennsylvania
$2.02M -$120K -1,112 -6%
LA
707
LVW Advisors
New York
$2.02M +$81.2K +754 +4%
First Manhattan
708
First Manhattan
New York
$2.01M +$689K +5,871 +52%
NG
709
Norden Group
Utah
$2M +$43.2K +401 +2%
USAA
710
United Services Automobile Association
Texas
$1.99M -$14.5K -135 -0.7%
DIP
711
Davis Investment Partners
North Carolina
$1.99M +$1.38K +13 +0.1%
PMWMG
712
Parr McKnight Wealth Management Group
Minnesota
$1.98M +$1.98M +18,417 New
LWA
713
Ledgewood Wealth Advisors
New Hampshire
$1.98M – – –
AIA
714
AssuredPartners Investment Advisors
Florida
$1.96M +$1.96M +18,231 New
SFI
715
Siemens Fonds Invest
Germany
$1.96M +$1.29M +11,944 +191%
HFM
716
Hartford Financial Management
Connecticut
$1.96M – – –
RC
717
Randolph Company
Ohio
$1.94M – – –
GLLW
718
Graves Light Lenhart Wealth
Virginia
$1.94M -$3.56K -33 -0.2%
VCA
719
Verdence Capital Advisors
Maryland
$1.93M +$287K +2,666 +17%
FRM
720
Fox Run Management
Connecticut
$1.93M +$880K +8,171 +84%
SGCA
721
Steel Grove Capital Advisors
Tennessee
$1.92M -$83.7K -777 -4%
HWMO
722
Heritage Wealth Management (Ohio)
Ohio
$1.92M -$7.76K -72 -0.4%
CBTWT
723
Community Bank & Trust (Waco, Texas)
Texas
$1.92M +$174K +1,619 +10%
OPA
724
Old Port Advisors
Maine
$1.92M +$8.73K +81 +0.5%
IIM
725
Ipswich Investment Management
Massachusetts
$1.91M -$20.8K -193 -1%
27 28
29
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