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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 %
CFGS
751
Concourse Financial Group Securities
Alabama
$1.77M +$53.8K +494 +3%
PNC
752
Park National Corp
Ohio
$1.76M +$13.5K +125 +0.8%
RCA
753
Ranch Capital Advisors
Florida
$1.76M +$61.4K +570 +4%
PWW
754
Pettyjohn Wood & White
Virginia
$1.76M – – –
HVIA
755
Hudson Valley Investment Advisors
New York
$1.76M +$13.8K +128 +0.8%
CHC
756
City Holding Co
West Virginia
$1.75M -$278K -2,578 -14%
CK
757
Cohen Klingenstein
New York
$1.75M – – –
SF
758
Summit Financial
New Jersey
$1.73M +$857K +7,957 +98%
SG
759
StoneX Group
New York
$1.73M +$1.73M +16,072 New
FNT
760
First National Trust
Pennsylvania
$1.73M -$38.8K -360 -2%
IAN
761
Integrated Advisors Network
Texas
$1.73M -$22.7K -211 -1%
VIA
762
Victrix Investment Advisors
Florida
$1.73M +$1.73M +16,046 New
KRSITF
763
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.73M +$148K +2,144 +9%
AA
764
Advisory Alpha
Michigan
$1.72M -$89.4K -830 -5%
BFS
765
Bradley Foster & Sargent
Connecticut
$1.72M +$19.7K +183 +1%
PTC
766
Private Trust Company
Ohio
$1.72M +$152K +1,408 +10%
BI
767
Ballast Inc
Kentucky
$1.71M +$20.8K +193 +1%
BMSSC
768
B. Metzler seel. Sohn & Co
Germany
$1.71M – – –
WA
769
WealthTrust Axiom
Pennsylvania
$1.7M -$11.1K -103 -0.6%
HAM
770
Harmony Asset Management
Arizona
$1.7M -$97.8K -908 -5%
BCA
771
Bay Colony Advisors
Massachusetts
$1.69M +$47.6K +442 +3%
RWB
772
RMR Wealth Builders
New Jersey
$1.68M +$132K +1,222 +9%
HFM
773
Hartford Funds Management
Pennsylvania
$1.68M -$29.5K -274 -2%
OHWP
774
Oak Harbor Wealth Partners
North Carolina
$1.68M +$14.4K +134 +0.9%
AIA
775
Armor Investment Advisors
North Carolina
$1.68M -$119K -1,101 -7%
29 30
31
32 33