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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 %
WCM
851
Weaver Capital Management
Georgia
$1.38M +$52.5K +455 +4%
JSL
852
JT Stratford LLC
Georgia
$1.38M +$33.8K +293 +3%
SBIA
853
Sheaff Brock Investment Advisors
Indiana
$1.37M +$4.96K +43 +0.4%
EWA
854
EverSource Wealth Advisors
Alabama
$1.37M +$26.6K +231 +2%
TPA
855
Trivium Point Advisory
Connecticut
$1.36M -$24.2K -217 -2%
LIA
856
LS Investment Advisors
Michigan
$1.35M -$20.8K -180 -2%
AO
857
Advisor OS
Illinois
$1.35M +$82.2K +713 +6%
ClearBridge Investments
858
ClearBridge Investments
New York
$1.35M -$242K -2,096 -15%
BFS
859
Burkett Financial Services
South Carolina
$1.34M +$217K +1,879 +19%
BFO
860
Biltmore Family Office
North Carolina
$1.33M +$2.31K +20 +0.2%
THCM
861
Taylor Hoffman Capital Management
Virginia
$1.33M +$1.33M +11,574 New
MYIA
862
Mount Yale Investment Advisors
Colorado
$1.33M -$195K -1,690 -13%
NCM
863
Novare Capital Management
North Carolina
$1.33M +$6.11K +53 +0.5%
FNFDCM
864
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.33M -$140K -1,216 -10%
WPC
865
Wedmont Private Capital
Pennsylvania
$1.32M +$169K +1,530 +15%
LC
866
LCNB Corp
Ohio
$1.32M -$7.61K -66 -0.6%
FCCM
867
First City Capital Management
Georgia
$1.3M -$64.6K -560 -5%
First Manhattan
868
First Manhattan
New York
$1.29M +$64.7K +561 +5%
SIA
869
Schechter Investment Advisors
Michigan
$1.29M -$5.77K -50 -0.4%
SC
870
Sawyer & Company
Massachusetts
$1.29M -$35.2K -305 -3%
MC
871
Machina Capital
France
$1.29M +$1.29M +11,168 New
AIA
872
Arbor Investment Advisors
North Carolina
$1.28M +$817K +7,086 +175%
ISL
873
Ingalls & Snyder LLC
New York
$1.28M -$355K -3,082 -22%
AWA
874
Arkadios Wealth Advisors
Georgia
$1.28M +$201K +1,747 +19%
FT
875
Fiduciary Trust
Massachusetts
$1.28M -$3.11K -27 -0.2%
33 34
35
36 37