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Duke Energy
DUK

Overview Fund Activity

1,901 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 735 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.55%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
735
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$108M
2
ECM
ExodusPoint Capital Management
New York
+$106M
3
Cohen & Steers
Cohen & Steers
New York
+$103M
4
Marshall Wace
Marshall Wace
United Kingdom
+$94.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$83.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$955M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$327M
3
State Street
State Street
Massachusetts
-$313M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$249M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
826
Mount Yale Investment Advisors
Colorado
$1.16M +$297K +3,074 +35%
THWM
827
Taylor Hoffman Wealth Management
Virginia
$1.16M +$21.5K +222 +2%
LC
828
LCNB Corp
Ohio
$1.16M +$4.84K +50 +0.4%
CWM
829
Cornerstone Wealth Management
Missouri
$1.15M +$158K +1,635 +16%
TSS
830
Two Sigma Securities
New York
$1.15M +$518K +5,356 +82%
MFIM
831
Mesirow Financial Investment Management
Illinois
$1.15M +$105K +1,088 +10%
FNC
832
First National Corp
Massachusetts
$1.15M – – –
AB
833
Atlas Brown
Kentucky
$1.14M -$71.1K -735 -6%
SC
834
Sawyer & Company
Massachusetts
$1.13M -$11K -114 -1%
BS
835
Banco Santander
Spain
$1.12M +$271K +2,804 +32%
AWM
836
Allen Wealth Management
North Carolina
$1.12M – – –
FIA
837
Foundations Investment Advisors
Arizona
$1.12M -$51.4K -531 -4%
BFO
838
Biltmore Family Office
North Carolina
$1.12M -$9.96K -103 -0.9%
MLA
839
My Legacy Advisors
Oregon
$1.11M -$3.58K -37 -0.3%
VIM
840
Vinva Investment Management
Australia
$1.11M +$250K +2,581 +29%
PCMF
841
Private Capital Management (Florida)
Florida
$1.11M +$88.6K +916 +9%
DBRC
842
D.B. Root & Company
Pennsylvania
$1.1M -$124K -1,282 -10%
JSL
843
JT Stratford LLC
Georgia
$1.1M -$207K -2,139 -16%
AFG
844
Atomi Financial Group
New York
$1.1M +$508K +5,253 +86%
GWANC
845
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.1M +$107K +1,108 +11%
LWA
846
Lineweaver Wealth Advisors
Ohio
$1.1M +$120K +1,238 +12%
SIA
847
Schechter Investment Advisors
Michigan
$1.09M +$13.6K +141 +1%
WG
848
Welch Group
Alabama
$1.08M -$1.26K -13 -0.1%
EWM
849
Evermay Wealth Management
Virginia
$1.08M -$484 -5 -0%
SKK
850
Shepherd Kaplan Krochuk
Massachusetts
$1.08M +$27.6K +285 +3%
32 33
34
35 36