DUK icon

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 %
PIM
851
Pullen Investment Management
Florida
$1.38M -$64.2K -596 -4%
AWA
852
Arkadios Wealth Advisors
Georgia
$1.38M +$182K +1,692 +15%
FDCDDQ
853
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.37M +$286K +2,658 +26%
LWM
854
LongView Wealth Management
Georgia
$1.37M +$6.36K +59 +0.5%
FFA
855
Farther Finance Advisors
California
$1.37M +$15.1K +140 +1%
Aviva
856
Aviva
United Kingdom
$1.37M – – –
NL
857
NVWM LLC
Pennsylvania
$1.36M +$28.7K +266 +2%
BMA
858
Brooks Moore & Associates
Tennessee
$1.36M – – –
OWM
859
Orca Wealth Management
Florida
$1.35M +$1.35M +12,534 New
GCM
860
Gables Capital Management
Florida
$1.35M -$32.9K -305 -2%
WJWM
861
Williams Jones Wealth Management
New York
$1.35M +$32.4K +301 +2%
B
862
Bellecapital
Switzerland
$1.34M -$67.4K -626 -5%
NFC
863
Northeast Financial Consultants
Connecticut
$1.34M – – –
CP
864
Cornerstone Planning
North Carolina
$1.34M +$1.34M +12,418 New
CAM
865
Columbia Asset Management
Michigan
$1.33M -$3.23K -30 -0.2%
SFA
866
Souders Financial Advisors
Ohio
$1.33M +$216K +2,005 +19%
EM
867
Excalibur Management
Massachusetts
$1.33M -$7.54K -70 -0.6%
MFIM
868
Mesirow Financial Investment Management
Illinois
$1.33M +$12K +111 +0.9%
WG
869
Welch Group
Alabama
$1.33M +$18.4K +171 +1%
TPA
870
Trivium Point Advisory
Connecticut
$1.32M +$3.99K +37 +0.3%
CA
871
Claro Advisors
Massachusetts
$1.32M -$95.3K -885 -7%
RFA
872
ROI Financial Advisors
Oregon
$1.32M -$10.8K -100 -0.8%
MAM
873
Mystic Asset Management
Rhode Island
$1.32M +$126K +1,169 +11%
BHA
874
Beech Hill Advisors
New York
$1.32M -$3.23K -30 -0.2%
CFO
875
Callan Family Office
Pennsylvania
$1.32M +$1.06M +9,856 +417%
33 34
35
36 37