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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 %
GM
726
GeoWealth Management
Illinois
$1.61M +$329K +3,283 +26%
NSB
727
Norway Savings Bank
Maine
$1.61M -$82.4K -822 -5%
PWP
728
Private Wealth Partners
California
$1.59M -$1.2K -12 -0.1%
GFS
729
GYL Financial Synergies
Connecticut
$1.59M -$60.1K -600 -4%
BMSSC
730
B. Metzler seel. Sohn & Co
Germany
$1.59M – – –
BI
731
Ballast Inc
Kentucky
$1.58M +$42.9K +428 +3%
VRM
732
Vectors Research Management
New York
$1.58M -$51.5K -514 -3%
HAM
733
Harmony Asset Management
Arizona
$1.58M -$13.5K -135 -0.9%
SIM
734
Stratos Investment Management
Ohio
$1.57M -$427K -4,262 -21%
EWA
735
Exencial Wealth Advisors
Oklahoma
$1.56M +$307K +3,063 +24%
RA
736
RFG Advisory
Alabama
$1.56M -$9.42K -94 -0.6%
BFS
737
Bradley Foster & Sargent
Connecticut
$1.55M +$42.5K +424 +3%
CCP
738
Cunning Capital Partners
North Carolina
$1.55M – – –
SFG
739
SevenBridge Financial Group
Pennsylvania
$1.55M +$364K +3,220 +31%
OHWP
740
Oak Harbor Wealth Partners
North Carolina
$1.55M -$2.81K -28 -0.2%
CWS
741
Confluence Wealth Services
Pennsylvania
$1.54M +$496K +4,947 +47%
BSA
742
Bull Street Advisors
Georgia
$1.53M -$2.51K -25 -0.2%
Luther King Capital Management (LKCM)
743
Luther King Capital Management (LKCM)
Texas
$1.52M +$196K +1,958 +15%
CRC
744
Curi RMB Capital
Illinois
$1.52M +$29.7K +296 +2%
EF
745
Empowered Funds
Pennsylvania
$1.52M +$165K +1,645 +12%
AA
746
Advisory Alpha
Michigan
$1.52M -$40.2K -401 -3%
MWM
747
Mission Wealth Management
California
$1.51M -$150K -1,492 -9%
PE
748
Point72 Europe
United Kingdom
$1.5M +$1.5M +15,000 New
PAM
749
Paradigm Asset Management
New York
$1.49M +$1.49M +14,900 New
BCA
750
Bay Colony Advisors
Massachusetts
$1.49M +$47.3K +472 +3%
28 29
30
31 32