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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 %
ClearBridge Investments
776
ClearBridge Investments
New York
$1.38M -$531K -5,301 -28%
CCT
777
Chemung Canal Trust
New York
$1.38M -$53.7K -536 -4%
MWM
778
Meridian Wealth Management
Kentucky
$1.38M +$1.38M +13,764 New
WAP
779
Wealthcare Advisory Partners
Pennsylvania
$1.37M +$61.8K +617 +5%
SA
780
SpiderRock Advisors
Delaware
$1.37M -$755K -7,530 -35%
VFA
781
Voya Financial Advisors
Connecticut
$1.37M +$11.3K +112 +0.8%
VIM
782
Vinva Investment Management
Australia
$1.37M +$214K +2,125 +19%
SIM
783
Studio Investment Management
Illinois
$1.36M -$501 -5 -0%
NWM
784
Northcape Wealth Management
New York
$1.35M +$22.1K +220 +2%
BHBT
785
Burke & Herbert Bank & Trust
Virginia
$1.35M +$901K +8,988 +199%
CA
786
Cullinan Associates
Kentucky
$1.35M -$377K -3,759 -22%
BHA
787
Beech Hill Advisors
New York
$1.35M -$45.6K -455 -3%
SAG
788
SageView Advisory Group
California
$1.34M +$59.1K +593 +5%
MIM
789
MTM Investment Management
South Carolina
$1.34M -$98.1K -979 -7%
FIA
790
Foundations Investment Advisors
Arizona
$1.34M +$174K +1,736 +15%
Allianz Asset Management
791
Allianz Asset Management
Germany
$1.34M +$658K +6,561 +97%
MHIC
792
Marble Harbor Investment Counsel
Massachusetts
$1.34M -$4.11K -41 -0.3%
MG
793
Mather Group
Illinois
$1.33M +$356K +3,686 +37%
SOS
794
Silver Oak Securities
Tennessee
$1.33M -$108K -1,078 -8%
MYIA
795
Mount Yale Investment Advisors
Colorado
$1.33M +$129K +1,287 +11%
FFN
796
Focus Financial Network
Minnesota
$1.32M -$8.92K -83 -0.7%
PIM
797
Pullen Investment Management
Florida
$1.32M -$41.3K -412 -3%
GAM
798
Grandview Asset Management
Pennsylvania
$1.32M -$19.5K -195 -1%
B
799
Bellecapital
Switzerland
$1.31M -$308K -3,077 -19%
TIA
800
Trust Investment Advisors
Indiana
$1.31M +$10K +100 +0.8%
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