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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 %
GWANC
876
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.04M -$97K -968 -9%
GWA
877
Gratus Wealth Advisors
Virginia
$1.04M -$1.71K -16 -0.2%
MCA
878
MSH Capital Advisors
Arizona
$1.04M +$17.4K +174 +2%
IB
879
Intrust Bank
Kansas
$1.03M +$27.7K +276 +3%
SFA
880
Souders Financial Advisors
Ohio
$1.03M -$208K -2,076 -17%
JAG
881
Journey Advisory Group
Kentucky
$1.03M -$59.2K -591 -5%
SC
882
Schulhoff & Co
Ohio
$1.02M – – –
JCFM
883
JBR Co Financial Management
Oklahoma
$1.02M – – –
WPP
884
Whalerock Point Partners
Rhode Island
$1.02M +$17.3K +173 +2%
EARNEST Partners
885
EARNEST Partners
Georgia
$1.02M -$38.4K -383 -4%
9WM
886
9258 Wealth Management
Ohio
$1.02M – – –
TCOTS
887
Trust Company of the South
North Carolina
$1.02M -$42.5K -424 -4%
PWG
888
Portside Wealth Group
Utah
$1.01M -$81.3K -811 -7%
ECG
889
Edge Capital Group
Georgia
$1.01M +$902 +9 +0.1%
GGA
890
Granite Group Advisors
Connecticut
$1.01M -$1.8K -18 -0.2%
BOH
891
Bank of Hawaii
Hawaii
$1.01M -$85.8K -856 -8%
CC
892
Chicago Capital
Illinois
$1.01M – – –
EWM
893
EPG Wealth Management
Georgia
$1.01M -$962K -9,945 Closed
DFA
894
Delta Financial Advisors
Louisiana
$1M +$6.72K +67 +0.7%
VCM
895
Violich Capital Management
California
$1M – – –
FDCDDQ
896
Federation des caisses Desjardins du Quebec
Quebec, Canada
$993K +$928K +9,262 +1,427%
Capstone Investment Advisors
897
Capstone Investment Advisors
New York
$988K -$538K -5,365 -35%
ITC
898
Inspire Trust Company
Nevada
$987K +$486K +4,847 +97%
LNWWM
899
Laird Norton Wetherby Wealth Management
California
$983K +$1.9K +19 +0.2%
SM
900
Sciencast Management
New Jersey
$981K +$981K +9,784 New
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