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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 %
MAM
876
Mystic Asset Management
Rhode Island
$1.28M +$692 +6 +0.1%
FCM
877
Fourpath Capital Management
Oklahoma
$1.27M -$189K -1,636 -13%
1SB
878
1ST Source Bank
Indiana
$1.27M -$15.9K -138 -1%
LWP
879
LMG Wealth Partners
Louisiana
$1.27M – – –
FNC
880
First National Corp
Massachusetts
$1.26M -$99.4K -862 -7%
EWM
881
Evermay Wealth Management
Virginia
$1.25M -$22.7K -197 -2%
FNA
882
First National Advisers
Nebraska
$1.25M +$276K +2,395 +28%
CF
883
Convergence Financial
Missouri
$1.24M +$177K +1,538 +17%
BCG
884
BayBridge Capital Group
California
$1.24M +$1.24M +10,794 New
PWG
885
Portside Wealth Group
Utah
$1.23M +$66.8K +579 +6%
VLKIM
886
Van Lanschot Kempen Investment Management
Netherlands
$1.22M +$1.22M +10,586 New
PWM
887
Perigon Wealth Management
California
$1.22M +$252K +2,184 +26%
TG
888
TCW Group
California
$1.22M -$29.1K -252 -2%
FTIS
889
First Trust Investment Solutions
Florida
$1.22M +$231K +2,004 +23%
CG
890
Caprock Group
Idaho
$1.21M +$244K +2,115 +25%
BL
891
BFSG LLC
California
$1.21M -$27.1K -235 -2%
BAM
892
Belpointe Asset Management
Nevada
$1.21M +$407K +3,525 +50%
IAS
893
Insigneo Advisory Services
Florida
$1.21M +$47.5K +412 +4%
BC
894
Bridgefront Capital
Texas
$1.21M +$1.21M +10,476 New
WWA
895
WCG Wealth Advisors
Nevada
$1.21M +$1.21M +10,453 New
ACG
896
Allen Capital Group
Nebraska
$1.2M -$33.4K -290 -3%
SFA
897
Souders Financial Advisors
Ohio
$1.19M +$3.57K +31 +0.3%
MCA
898
MSH Capital Advisors
Arizona
$1.19M +$346 +3 +0%
KFGK
899
Keystone Financial Group (Kentucky)
Kentucky
$1.19M +$78.1K +677 +7%
ONB
900
Old National Bancorp
Indiana
$1.19M -$77.5K -672 -6%
34 35
36
37 38