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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 %
WWM
801
Wagner Wealth Management
South Carolina
$1.59M +$52.3K +485 +3%
PPW
802
Parcion Private Wealth
Washington
$1.59M – – –
NSEDCP
803
NJ State Employees Deferred Compensation Plan
New Jersey
$1.59M – – –
MGWM
804
Marks Group Wealth Management
Minnesota
$1.58M -$537K -4,985 -25%
PFT
805
Providence First Trust
Arizona
$1.58M +$1.34M +12,441 +566%
FHB
806
First Hawaiian Bank
Hawaii
$1.58M +$643K +5,967 +69%
WAP
807
Wealthcare Advisory Partners
Pennsylvania
$1.57M -$44.4K -412 -3%
HI
808
Horizon Investments
North Carolina
$1.57M +$41.6K +386 +3%
CG
809
Corundum Group
Colorado
$1.57M +$1.57M +14,531 New
WDG
810
Wealth Dimensions Group
Ohio
$1.56M +$5.71K +53 +0.4%
CFB
811
Cullen/Frost Bankers
Texas
$1.55M +$69.3K +643 +5%
CAM
812
Cresset Asset Management
Illinois
$1.54M -$4.01M -37,234 -72%
CCT
813
Chemung Canal Trust
New York
$1.54M +$12.4K +115 +0.8%
A
814
AlphaQuest
New York
$1.52M -$49.8K -462 -3%
CWM
815
Cornerstone Wealth Management
Missouri
$1.52M +$155K +1,436 +11%
FAM
816
Formidable Asset Management
Ohio
$1.51M -$40.5K -376 -3%
GAM
817
Grandview Asset Management
Pennsylvania
$1.51M +$84.4K +783 +6%
DCM
818
Donaldson Capital Management
Indiana
$1.5M +$970 +9 +0.1%
PAM
819
Paradigm Asset Management
New York
$1.49M -$119K -1,100 -7%
STA
820
Summit Trail Advisors
New York
$1.49M +$588K +5,458 +66%
NWM
821
Northcape Wealth Management
New York
$1.48M -$11K -102 -0.7%
QI
822
Qtron Investments
Massachusetts
$1.48M – – –
MWM
823
Meridian Wealth Management
Kentucky
$1.48M -$1.08K -10 -0.1%
MFP
824
Meridian Financial Partners
Virginia
$1.47M +$4.63K +43 +0.3%
TCOV
825
Trust Company of Vermont
Vermont
$1.47M -$41.6K -386 -3%
31 32
33
34 35