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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 %
PWP
726
Private Wealth Partners
California
$1.54M +$33.8K +350 +2%
HAM
727
Harmony Asset Management
Arizona
$1.54M -$28.2K -292 -2%
BMSSC
728
B. Metzler seel. Sohn & Co
Germany
$1.53M +$104K +1,074 +7%
ANTB
729
AMG National Trust Bank
Colorado
$1.52M +$580 +6 +0%
ONB
730
Old National Bancorp
Indiana
$1.52M -$66.6K -689 -4%
CC
731
Courier Capital
New York
$1.51M -$531K -5,493 -26%
RA
732
RFG Advisory
Alabama
$1.51M +$97 +1 +0%
AA
733
Advisory Alpha
Michigan
$1.5M +$457K +4,726 +44%
LA
734
LVW Advisors
New York
$1.5M +$626K +6,470 +72%
OHWP
735
Oak Harbor Wealth Partners
North Carolina
$1.49M +$580 +6 +0%
CCP
736
Cunning Capital Partners
North Carolina
$1.49M – – –
FPFS
737
First Personal Financial Services
North Carolina
$1.48M +$722K +7,464 +95%
BI
738
Ballast Inc
Kentucky
$1.48M +$42.2K +436 +3%
ATPW
739
Ashton Thomas Private Wealth
Arizona
$1.48M +$28.2K +292 +2%
BSA
740
Bull Street Advisors
Georgia
$1.48M -$12.1K -125 -0.8%
Capstone Investment Advisors
741
Capstone Investment Advisors
New York
$1.47M +$1.33M +13,711 +907%
BFS
742
Bradley Foster & Sargent
Connecticut
$1.46M -$27.2K -281 -2%
PTC
743
Private Trust Company
Ohio
$1.45M +$77.3K +799 +6%
BTWM
744
Baker Tilly Wealth Management
Wisconsin
$1.45M +$212K +2,195 +17%
ANBTV
745
American National Bank & Trust (Virginia)
Virginia
$1.45M +$1.45M +14,969 New
TCOV
746
Trust Company of Vermont
Vermont
$1.45M +$113K +1,164 +8%
CRC
747
Curi RMB Capital
Illinois
$1.44M +$1.44M +14,873 New
NSEDCP
748
NJ State Employees Deferred Compensation Plan
New Jersey
$1.42M – – –
ISL
749
Ingalls & Snyder LLC
New York
$1.41M -$30.5K -315 -2%
DCM
750
Donaldson Capital Management
Indiana
$1.4M -$97 -1 -0%
28 29
30
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