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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 %
GWA
801
Gibson Wealth Advisors
Texas
$1.3M – – –
CA
802
Claro Advisors
Massachusetts
$1.3M +$34.2K +341 +3%
MHI
803
Miller Howard Investments
New York
$1.29M -$8.42K -84 -0.6%
GCM
804
Gables Capital Management
Florida
$1.29M +$20K +200 +2%
CWM
805
Cornerstone Wealth Management
Missouri
$1.28M +$84.4K +842 +7%
HT
806
Heritage Trust
Oklahoma
$1.28M +$23.8K +237 +2%
EWA
807
EverSource Wealth Advisors
Alabama
$1.28M +$381K +3,490 +43%
FNFDCM
808
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.28M -$67.2K -670 -5%
PG
809
Patten Group
Tennessee
$1.27M +$21.9K +218 +2%
FCM
810
Fourpath Capital Management
Oklahoma
$1.27M -$41K -409 -3%
GVAG
811
Great Valley Advisor Group
Delaware
$1.27M +$254K +2,532 +25%
CICI
812
Capital Investment Counsel Inc
North Carolina
$1.26M +$7.62K +76 +0.6%
BMA
813
Brooks Moore & Associates
Tennessee
$1.26M – – –
BO
814
Bank OZK
Arkansas
$1.25M -$141K -1,407 -10%
NL
815
NVWM LLC
Pennsylvania
$1.25M +$43.3K +432 +4%
EM
816
Excalibur Management
Massachusetts
$1.25M +$11.9K +119 +1%
TPA
817
Trivium Point Advisory
Connecticut
$1.25M -$46.8K -467 -4%
RCA
818
Ranch Capital Advisors
Florida
$1.25M +$1.25M +12,430 New
NFC
819
Northeast Financial Consultants
Connecticut
$1.24M – – –
WG
820
Welch Group
Alabama
$1.24M +$117K +1,169 +10%
CFG
821
Cooper Financial Group
California
$1.23M +$169K +1,691 +16%
MAS
822
Meeder Advisory Services
Ohio
$1.23M +$405K +4,038 +49%
Aviva
823
Aviva
United Kingdom
$1.23M +$21.3K +213 +2%
RFA
824
ROI Financial Advisors
Oregon
$1.22M -$56.9K -568 -4%
AWM
825
Allen Wealth Management
North Carolina
$1.21M +$47.8K +477 +4%
31 32
33
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