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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 %
AB
901
Atlas Brown
Kentucky
$1.19M -$112K -975 -9%
SC
902
Schulhoff & Co
Ohio
$1.18M – – –
JCFM
903
JBR Co Financial Management
Oklahoma
$1.18M – – –
HSA
904
HBK Sorce Advisory
Pennsylvania
$1.17M -$56.6K -491 -5%
CC
905
Chicago Capital
Illinois
$1.17M +$10.7K +93 +0.9%
TCOTS
906
Trust Company of the South
North Carolina
$1.17M – – –
WPP
907
Whalerock Point Partners
Rhode Island
$1.17M -$5.53K -48 -0.5%
FDCDDQ
908
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16M +$20.1K +174 +2%
VCM
909
Violich Capital Management
California
$1.16M – – –
NFSG
910
Newbridge Financial Services Group
Florida
$1.15M +$924K +8,016 +402%
SAM
911
Smartleaf Asset Management
Massachusetts
$1.15M +$182K +1,571 +19%
FDS
912
First Dallas Securities
Texas
$1.14M -$107K -924 -9%
PWP
913
Precedent Wealth Partners
Texas
$1.14M +$162K +1,409 +17%
PA
914
Procyon Advisors
Connecticut
$1.14M -$211K -1,827 -16%
SCM
915
Sollinda Capital Management
Florida
$1.14M -$66.1K -573 -5%
ECG
916
Edge Capital Group
Georgia
$1.14M -$29.5K -256 -3%
GI
917
GAMMA Investing
California
$1.14M +$300K +2,605 +36%
DFA
918
Delta Financial Advisors
Louisiana
$1.13M -$20.5K -178 -2%
FTWA
919
Fifth Third Wealth Advisors
Ohio
$1.13M +$301K +2,613 +36%
MLA
920
My Legacy Advisors
Oregon
$1.13M -$232K -2,016 -17%
VA
921
Valmark Advisers
Ohio
$1.13M +$25.4K +220 +2%
HKIM
922
Hayek Kallen Investment Management
Alabama
$1.12M +$6.23K +54 +0.6%
FRM
923
Fox Run Management
Connecticut
$1.12M +$609K +5,285 +119%
CW
924
CreativeOne Wealth
Kansas
$1.12M +$403K +3,492 +56%
Grantham, Mayo, Van Otterloo & Co (GMO)
925
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.12M +$1.12M +9,727 New
35 36
37
38 39