DUK icon

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 %
WJWM
851
Williams Jones Wealth Management
New York
$1.14M +$35.1K +350 +3%
SIA
852
Schechter Investment Advisors
Michigan
$1.13M +$3.71K +37 +0.3%
AB
853
Atlas Brown
Kentucky
$1.13M -$53.9K -538 -5%
FRA
854
Frank Rimerman Advisors
California
$1.12M +$1.12M +11,203 +160,043%
1SB
855
1ST Source Bank
Indiana
$1.12M +$56.2K +561 +5%
IAS
856
Insigneo Advisory Services
Florida
$1.12M -$29.5K -266 -3%
FT
857
Fiduciary Trust
Massachusetts
$1.11M +$80.8K +806 +8%
EWM
858
Evermay Wealth Management
Virginia
$1.11M -$9.52K -95 -0.9%
MSS
859
Mitchell Sinkler & Starr
Pennsylvania
$1.11M -$351K -3,364 -24%
MAM
860
Mystic Asset Management
Rhode Island
$1.11M – – –
WPC
861
Wedmont Private Capital
Pennsylvania
$1.11M +$124K +1,177 +13%
AO
862
Advisor OS
Illinois
$1.1M +$159K +1,588 +17%
ONB
863
Old National Bancorp
Indiana
$1.1M -$470K -4,686 -30%
LWP
864
LMG Wealth Partners
Louisiana
$1.1M – – –
HIP
865
HUB Investment Partners
Texas
$1.09M +$41K +409 +4%
FDS
866
First Dallas Securities
Texas
$1.09M -$18.3K -183 -2%
TG
867
TCW Group
California
$1.08M +$41.5K +414 +4%
BL
868
BFSG LLC
California
$1.08M +$14.2K +142 +1%
ACG
869
Allen Capital Group
Nebraska
$1.08M +$136K +1,353 +14%
BS
870
Banco Santander
Spain
$1.07M -$93.5K -933 -8%
HSA
871
HBK Sorce Advisory
Pennsylvania
$1.07M -$46.4K -463 -4%
First Manhattan
872
First Manhattan
New York
$1.07M +$8.92K +89 +0.8%
HIMC
873
Heritage Investors Management Corp
Maryland
$1.06M -$217K -2,160 -17%
SKK
874
Shepherd Kaplan Krochuk
Massachusetts
$1.05M -$71K -708 -6%
SCM
875
Sollinda Capital Management
Florida
$1.05M +$90.3K +901 +9%
33 34
35
36 37