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Duke Energy
DUK

Overview Fund Activity

2,052 hedge funds and large institutions have $58.6B invested in Duke Energy in 2024 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 788 increasing their positions, 779 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+95
Holders Change %
+4.85%
% of All Funds
29.68%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.27%
New
198
Increased
788
Reduced
779
Closed
79
Calls
$696M
Puts
$537M
Net Calls
+$159M
Net Calls Change
+$21.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$229M
2
GQG Partners
GQG Partners
Florida
+$207M
3
State Street
State Street
Massachusetts
+$194M
4
Citadel Advisors
Citadel Advisors
Florida
+$187M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$170M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$268M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$193M
3
American Century Companies
American Century Companies
Missouri
-$176M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$127M
5
APG Asset Management
APG Asset Management
Netherlands
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFP
801
Meridian Financial Partners
Virginia
$1.57M +$6.57K +57 +0.4%
DA
802
Dover Advisors
Virginia
$1.56M +$173K +1,500 +12%
PIM
803
Pullen Investment Management
Florida
$1.55M +$28.8K +250 +2%
PG
804
Patten Group
Tennessee
$1.54M +$73.2K +635 +5%
GAM
805
Grandview Asset Management
Pennsylvania
$1.53M +$12.3K +107 +0.8%
CA
806
Claro Advisors
Massachusetts
$1.52M +$27.8K +241 +2%
CICI
807
Capital Investment Counsel Inc
North Carolina
$1.52M +$65.8K +571 +5%
WIS
808
Wright Investors Service
Connecticut
$1.52M -$607K -5,263 -29%
BHBT
809
Burke & Herbert Bank & Trust
Virginia
$1.51M -$47.8K -415 -3%
HIP
810
HUB Investment Partners
Texas
$1.51M +$259K +2,245 +21%
MIM
811
MTM Investment Management
South Carolina
$1.51M -$14.8K -130 -1%
B
812
Bellecapital
Switzerland
$1.51M – – –
GWA
813
Gibson Wealth Advisors
Texas
$1.5M – – –
MAS
814
Meeder Advisory Services
Ohio
$1.5M +$81.6K +708 +6%
LHC
815
Little House Capital
Massachusetts
$1.5M -$141K -1,224 -9%
MHIC
816
Marble Harbor Investment Counsel
Massachusetts
$1.48M -$51.8K -449 -3%
VFA
817
Voya Financial Advisors
Connecticut
$1.48M -$95.6K -824 -6%
GCM
818
Gables Capital Management
Florida
$1.48M -$1.85K -16 -0.1%
AOWM
819
Alpha Omega Wealth Management
Virginia
$1.48M -$162K -1,409 -10%
ATPW
820
Ashton Thomas Private Wealth
Arizona
$1.46M -$151K -1,306 -9%
Aviva
821
Aviva
United Kingdom
$1.46M +$49.8K +432 +4%
RCM
822
RNC Capital Management
California
$1.46M – – –
LWM
823
LongView Wealth Management
Georgia
$1.46M +$458K +3,972 +46%
CWM
824
Cornerstone Wealth Management
Missouri
$1.46M -$14.1K -122 -1%
BMA
825
Brooks Moore & Associates
Tennessee
$1.45M +$1.38K +12 +0.1%
31 32
33
34 35