Duke Energy
DUK
2,200 hedge funds and large institutions have $55B invested in Duke Energy in 2024 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 887 increasing their positions, 727 reducing their positions, and 117 closing their positions.
138% more first-time investments, than exits
New positions opened: 278 | Existing positions closed: 117
22% more repeat investments, than reductions
Existing positions increased: 887 | Existing positions reduced: 727
21% more funds holding in top 10
Funds holding in top 10: 19 → 23 (+4)
19% more call options, than puts
Call options by funds: $495M | Put options by funds: $414M
6% more funds holding
Funds holding: 2,069 → 2,200 (+131)
0.78% less ownership
Funds ownership: 66.92% → 66.13% (-0.78%)
6% less capital invested
Capital invested by funds: $58.7B → $55B (-$3.62B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$466M |
| 2 |
BlackRock
New York
|
+$237M |
| 3 |
Millennium Management
New York
|
+$176M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
+$172M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
-$761M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$523M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$491M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$196M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$137M |
DUK Hedge Fund Activity: Q4 2024 in Review
2,200 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2024, worth a combined $55B — down 6.2% from $58.7B a quarter earlier.
Buyers outnumbered sellers: 278 funds opened new DUK positions and 117 closed out — a net gain of 161 holders — while 887 added to existing stakes and 727 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $466M. The largest seller was Pathway Financial Advisers, cutting an estimated $761M.
- 2,200 institutional investors held Duke Energy (DUK) as of Q4 2024, up from 2,069 in Q3 2024.
- Funds reported $55B of Duke Energy stock for Q4 2024, down 6.2% quarter-over-quarter.
- 278 funds opened new Duke Energy positions in Q4 2024 and 117 closed out, a net change of +161 holders.
- The largest Duke Energy buyer in Q4 2024 was Fidelity Investments, an estimated $466M added.
- The largest Duke Energy seller in Q4 2024 was Pathway Financial Advisers, an estimated $761M sold.
Based on aggregated 13F filings for Q4 2024.