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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 %
HSA
851
HBK Sorce Advisory
Pennsylvania
$1.08M +$32.8K +339 +3%
BCM
852
Bayesian Capital Management
New York
$1.07M +$1.07M +11,100 New
MAM
853
Mystic Asset Management
Rhode Island
$1.07M +$77.4K +800 +8%
WJWM
854
Williams Jones Wealth Management
New York
$1.07M -$48.4K -500 -4%
FDS
855
First Dallas Securities
Texas
$1.07M -$35.7K -369 -3%
SWS
856
SYSTM Wealth Solutions
Illinois
$1.06M +$122K +1,261 +13%
LWP
857
LMG Wealth Partners
Louisiana
$1.06M – – –
BOH
858
Bank of Hawaii
Hawaii
$1.06M -$137K -1,419 -11%
PWG
859
Portside Wealth Group
Utah
$1.06M +$144K +1,489 +16%
SFG
860
SevenBridge Financial Group
Pennsylvania
$1.05M +$183K +1,827 +21%
JAG
861
Journey Advisory Group
Kentucky
$1.05M +$77K +796 +8%
AIA
862
Arbor Investment Advisors
North Carolina
$1.05M +$1.16K +12 +0.1%
SCI
863
Stableford Capital II
Arizona
$1.04M +$64K +662 +7%
CB
864
CNB Bank
Pennsylvania
$1.03M +$14.7K +152 +1%
RFA
865
Resurgent Financial Advisors
Georgia
$1.03M +$340K +3,517 +49%
IF
866
Intrua Financial
Texas
$1.03M -$343K -3,549 -25%
FTIS
867
First Trust Investment Solutions
Florida
$1.03M +$537K +5,557 +109%
1SB
868
1ST Source Bank
Indiana
$1.03M -$6.96K -72 -0.7%
BL
869
BFSG LLC
California
$1.03M +$30K +310 +3%
CFG
870
Cooper Financial Group
California
$1.03M +$368K +3,803 +56%
First Manhattan
871
First Manhattan
New York
$1.02M -$33.3K -344 -3%
TCOTS
872
Trust Company of the South
North Carolina
$1.02M -$120K -1,238 -10%
EARNEST Partners
873
EARNEST Partners
Georgia
$1.02M -$527K -5,454 -34%
HIP
874
HUB Investment Partners
Texas
$1.01M +$634K +6,555 +169%
CWS
875
Confluence Wealth Services
Pennsylvania
$1.01M -$18.6K -192 -2%
33 34
35
36 37