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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 %
FFN
876
Focus Financial Network
Minnesota
$1.31M +$2.69K +25 +0.2%
MHIC
877
Marble Harbor Investment Counsel
Massachusetts
$1.31M -$77.5K -719 -6%
TBA
878
Tower Bridge Advisors
Pennsylvania
$1.31M +$369K +3,425 +39%
SAM
879
Smartleaf Asset Management
Massachusetts
$1.3M +$232K +2,157 +22%
MCA
880
MSH Capital Advisors
Arizona
$1.3M +$183K +1,694 +16%
GSB
881
Greenfield Savings Bank
Massachusetts
$1.3M – – –
LIA
882
LS Investment Advisors
Michigan
$1.29M +$30.2K +280 +2%
ITC
883
Inspire Trust Company
Nevada
$1.29M +$269K +2,500 +26%
MYIA
884
Mount Yale Investment Advisors
Colorado
$1.29M +$42.3K +393 +3%
EWM
885
Evermay Wealth Management
Virginia
$1.28M +$113K +1,047 +10%
SOS
886
Silver Oak Securities
Tennessee
$1.28M -$23.2K -215 -2%
BO
887
Bank OZK
Arkansas
$1.28M -$77.9K -723 -6%
JSL
888
JT Stratford LLC
Georgia
$1.28M -$10.6K -98 -0.8%
CG
889
Caprock Group
Idaho
$1.27M +$139K +1,291 +12%
ClearBridge Investments
890
ClearBridge Investments
New York
$1.26M – – –
VFA
891
Voya Financial Advisors
Connecticut
$1.26M -$120K -1,111 -9%
MWM
892
Modern Wealth Management
Kansas
$1.25M +$286K +2,654 +30%
AIM
893
Aigen Investment Management
New York
$1.25M -$801K -7,430 -39%
GI
894
GAMMA Investing
California
$1.25M +$185K +1,718 +17%
BL
895
BFSG LLC
California
$1.24M +$111K +1,032 +10%
BFO
896
Biltmore Family Office
North Carolina
$1.24M -$6.9K -64 -0.6%
RF
897
Roxbury Financial
New Jersey
$1.24M +$1.24M +10,583 New
AWM
898
Allen Wealth Management
North Carolina
$1.24M -$86.2K -800 -7%
FNFDCM
899
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.23M -$5.39K -50 -0.4%
BFS
900
Burkett Financial Services
South Carolina
$1.23M -$19.9K -185 -2%
34 35
36
37 38