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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 %
LC
901
LCNB Corp
Ohio
$1.23M – – –
CF
902
Convergence Financial
Missouri
$1.23M +$66.4K +616 +6%
MSA
903
MUFG Securities Americas
New York
$1.23M +$1.23M +11,403 New
LWP
904
LMG Wealth Partners
Louisiana
$1.22M +$39.2K +364 +3%
SIM
905
Studio Investment Management
Illinois
$1.22M -$248K -2,302 -17%
HSA
906
HBK Sorce Advisory
Pennsylvania
$1.22M +$120K +1,118 +11%
SBIA
907
Sheaff Brock Investment Advisors
Indiana
$1.22M -$66.8K -620 -5%
FT
908
Fiduciary Trust
Massachusetts
$1.22M +$22.3K +207 +2%
TW
909
TrinityPoint Wealth
Connecticut
$1.21M -$1.87M -17,364 -61%
NP
910
Ninepoint Partners
Ontario, Canada
$1.21M +$229K +2,127 +23%
1SB
911
1ST Source Bank
Indiana
$1.21M +$17.8K +165 +1%
NCM
912
Novare Capital Management
North Carolina
$1.21M -$39.9K -370 -3%
HT
913
Headlands Technologies
Illinois
$1.2M +$491K +4,557 +69%
FCCM
914
First City Capital Management
Georgia
$1.2M -$13.8K -128 -1%
ISL
915
Ingalls & Snyder LLC
New York
$1.2M – – –
BAM
916
Belpointe Asset Management
Nevada
$1.2M -$2.73K -24 -0.2%
SIA
917
Schechter Investment Advisors
Michigan
$1.19M -$17.8K -165 -1%
CCIA
918
Campbell & Co Investment Adviser
Maryland
$1.19M -$959K -8,905 -45%
IAS
919
Insigneo Advisory Services
Florida
$1.18M +$48.9K +454 +4%
PWG
920
Portside Wealth Group
Utah
$1.18M +$27K +251 +2%
VF
921
Vest Financial
Virginia
$1.18M +$350K +3,250 +42%
FNC
922
First National Corp
Massachusetts
$1.17M -$6.9K -64 -0.6%
HCM
923
Highview Capital Management
Illinois
$1.17M +$1.17M +10,891 New
FCM
924
Fourpath Capital Management
Oklahoma
$1.17M -$20.7K -192 -2%
TG
925
TCW Group
California
$1.17M +$29.1K +270 +3%
35 36
37
38 39