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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 %
RCM
726
Raleigh Capital Management
North Carolina
$1.91M -$45.4K -421 -2%
ATPW
727
Ashton Thomas Private Wealth
Arizona
$1.9M +$537K +4,980 +39%
TCMG
728
TSP Capital Management Group
New Jersey
$1.89M +$754 +7 +0%
GS
729
GWN Securities
Florida
$1.89M +$1.89M +17,219 New
CPIA
730
Cornell Pochily Investment Advisors
New York
$1.88M +$646 +6 +0%
ANTB
731
AMG National Trust Bank
Colorado
$1.88M -$92.6K -860 -5%
MSA
732
Marino Stram & Associates
Massachusetts
$1.88M +$3.77K +35 +0.2%
WA
733
Wealth Alliance
New York
$1.88M -$27K -251 -1%
SP
734
SWS Partners
Ohio
$1.87M +$80.2K +744 +4%
S
735
SignatureFD
Georgia
$1.87M +$112K +1,035 +6%
AA
736
Argent Advisors
Louisiana
$1.87M +$29.8K +277 +2%
WBC
737
Westpac Banking Corp
Australia
$1.86M -$5.71K -53 -0.3%
VT
738
Vise Technologies
New York
$1.86M +$528K +4,904 +40%
BBVA
739
Banco Bilbao Vizcaya Argentaria
Spain
$1.84M -$768K -7,129 -29%
MWM
740
Mission Wealth Management
California
$1.83M -$41.4K -384 -2%
LCOV
741
London Company of Virginia
Virginia
$1.83M – – –
WS
742
Wedbush Securities
California
$1.83M +$134K +1,244 +8%
PTP
743
Platform Technology Partners
New York
$1.81M +$28.6K +265 +2%
EP
744
Essential Planning
New Hampshire
$1.81M +$1.81M +15,850 New
WWM
745
Wolff Wiese Magana
California
$1.8M +$37.2K +345 +2%
JWM
746
Jeppson Wealth Management
California
$1.79M -$40.2K -373 -2%
MYAM
747
Meiji Yasuda Asset Management
Japan
$1.78M -$7.54K -70 -0.4%
YIH
748
Y-Intercept (HK)
Hong Kong
$1.78M +$87.8K +815 +5%
PCG
749
Prosperity Consulting Group
Maryland
$1.77M +$112K +1,041 +7%
MMPW
750
Mitchell McLeod Pugh & Williams
Alabama
$1.77M -$40.7K -378 -2%
28 29
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