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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 %
GSB
826
Greenfield Savings Bank
Massachusetts
$1.21M -$21.2K -212 -2%
AFG
827
Atomi Financial Group
New York
$1.21M +$69.5K +693 +6%
PAA
828
Peregrine Asset Advisers
Oregon
$1.21M -$7.86M -78,392 -87%
MFIM
829
Mesirow Financial Investment Management
Illinois
$1.21M +$17.7K +177 +1%
DA
830
Dover Advisors
Virginia
$1.21M – – –
LWA
831
Lineweaver Wealth Advisors
Ohio
$1.2M +$60.6K +604 +5%
SOAMC
832
Spirit of America Management Corp
New York
$1.2M -$30.1K -300 -2%
CAM
833
Columbia Asset Management
Michigan
$1.2M -$178K -1,776 -13%
LIA
834
LS Investment Advisors
Michigan
$1.19M +$356K +3,554 +43%
SBIA
835
Sheaff Brock Investment Advisors
Indiana
$1.19M -$158K -1,573 -12%
WIA
836
World Investment Advisors
California
$1.19M +$1.19M +11,864 New
THWM
837
Taylor Hoffman Wealth Management
Virginia
$1.19M – – –
FNC
838
First National Corp
Massachusetts
$1.19M +$2.01K +20 +0.2%
VA
839
Vident Advisory
Georgia
$1.19M -$2.41M -24,054 -67%
FCCM
840
First City Capital Management
Georgia
$1.19M -$46.2K -461 -4%
MLA
841
My Legacy Advisors
Oregon
$1.18M +$28.1K +280 +2%
PA
842
Procyon Advisors
Connecticut
$1.17M -$41K -409 -3%
JSL
843
JT Stratford LLC
Georgia
$1.17M +$24.2K +241 +2%
HTC
844
Haverford Trust Company
Pennsylvania
$1.17M +$149K +1,485 +15%
BFO
845
Biltmore Family Office
North Carolina
$1.16M – – –
LC
846
LCNB Corp
Ohio
$1.15M -$43.6K -435 -4%
NCM
847
Novare Capital Management
North Carolina
$1.15M -$87K -868 -7%
SCI
848
Stableford Capital II
Arizona
$1.15M -$2.26K -21 -0.2%
WCM
849
Weaver Capital Management
Georgia
$1.15M +$184K +1,833 +19%
SC
850
Sawyer & Company
Massachusetts
$1.15M -$19.5K -195 -2%
32 33
34
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