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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 %
RCM
826
RNC Capital Management
California
$1.47M -$99.6K -924 -6%
TIA
827
Trust Investment Advisors
Indiana
$1.47M +$168K +1,563 +13%
LWA
828
Lineweaver Wealth Advisors
Ohio
$1.47M +$144K +1,341 +11%
WCM
829
Weaver Capital Management
Georgia
$1.47M +$178K +1,656 +14%
WPC
830
Wedmont Private Capital
Pennsylvania
$1.47M +$193K +1,826 +15%
JCM
831
Jacobi Capital Management
Pennsylvania
$1.46M -$31.8K -295 -2%
DA
832
Dover Advisors
Virginia
$1.45M -$5.6K -52 -0.4%
CICI
833
Capital Investment Counsel Inc
North Carolina
$1.44M +$22.8K +212 +2%
TCPW
834
Twin City Private Wealth
North Carolina
$1.44M -$224K -2,080 -14%
AFG
835
Atomi Financial Group
New York
$1.43M +$98.6K +915 +7%
PWM
836
Perigon Wealth Management
California
$1.42M +$272K +2,491 +24%
MIM
837
MTM Investment Management
South Carolina
$1.42M -$3.88K -36 -0.3%
FTWA
838
Fifth Third Wealth Advisors
Ohio
$1.41M +$356K +3,305 +34%
ZIC
839
ZWJ Investment Counsel
Georgia
$1.41M -$90K -835 -6%
AOWM
840
Alpha Omega Wealth Management
Virginia
$1.4M +$22.1K +205 +2%
AO
841
Advisor OS
Illinois
$1.4M +$140K +1,299 +11%
MAS
842
Meeder Advisory Services
Ohio
$1.4M +$754 +7 +0.1%
GWA
843
Gibson Wealth Advisors
Texas
$1.4M – – –
NFSG
844
Newbridge Financial Services Group
Florida
$1.4M +$320K +2,971 +30%
HIP
845
HUB Investment Partners
Texas
$1.4M -$12.6K -117 -0.9%
UOTTAIMCU
846
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.4M +$1.4M +12,959 New
PG
847
Patten Group
Tennessee
$1.39M -$45.9K -426 -3%
BHBT
848
Burke & Herbert Bank & Trust
Virginia
$1.39M -$23.5K -218 -2%
KCM
849
Kennondale Capital Management
Virginia
$1.39M +$1.39M +12,865 New
EWA
850
EverSource Wealth Advisors
Alabama
$1.38M +$102K +946 +8%
32 33
34
35 36