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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 %
BO
826
Bank OZK
Arkansas
$1.45M +$5.65K +49 +0.4%
GVAG
827
Great Valley Advisor Group
Delaware
$1.45M -$10.7K -93 -0.7%
HTC
828
Haverford Trust Company
Pennsylvania
$1.45M +$105K +912 +8%
FFA
829
Farther Finance Advisors
California
$1.45M +$519K +4,500 +56%
FMI
830
F/M Investments
District of Columbia
$1.44M -$159K -1,381 -10%
NFC
831
Northeast Financial Consultants
Connecticut
$1.43M +$5.77K +50 +0.4%
EM
832
Excalibur Management
Massachusetts
$1.43M -$6.23K -54 -0.4%
CAM
833
Columbia Asset Management
Michigan
$1.43M +$54.8K +475 +4%
AFG
834
Atomi Financial Group
New York
$1.43M +$35.7K +310 +3%
RFA
835
ROI Financial Advisors
Oregon
$1.43M +$18.1K +157 +1%
VT
836
Vise Technologies
New York
$1.42M +$321K +2,781 +29%
VIM
837
Vinva Investment Management
Australia
$1.42M -$155K -1,339 -10%
NL
838
NVWM LLC
Pennsylvania
$1.42M -$16.3K -141 -1%
AWM
839
Allen Wealth Management
North Carolina
$1.42M +$22.5K +195 +2%
LWA
840
Lineweaver Wealth Advisors
Ohio
$1.42M +$39.7K +344 +3%
BHA
841
Beech Hill Advisors
New York
$1.41M -$137K -1,184 -9%
MFIM
842
Mesirow Financial Investment Management
Illinois
$1.41M +$19.4K +168 +1%
WJWM
843
Williams Jones Wealth Management
New York
$1.41M +$93.3K +809 +7%
SOS
844
Silver Oak Securities
Tennessee
$1.4M -$133K -1,150 -9%
FFN
845
Focus Financial Network
Minnesota
$1.4M -$18K -156 -1%
WG
846
Welch Group
Alabama
$1.4M -$22K -191 -2%
Kovitz Investment Group Partners
847
Kovitz Investment Group Partners
Illinois
$1.39M -$15K -230 -1%
TIA
848
Trust Investment Advisors
Indiana
$1.39M -$110K -950 -7%
GSB
849
Greenfield Savings Bank
Massachusetts
$1.39M -$5.53K -48 -0.4%
SOAMC
850
Spirit of America Management Corp
New York
$1.38M +$5.77K +50 +0.4%
32 33
34
35 36