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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 %
RCYC
926
Richard C. Young & Co
Rhode Island
$909K +$909K +9,074 New
NRS
927
Neville Rodie & Shaw
New York
$903K -$56.8K -566 -6%
QI
928
Qtron Investments
Massachusetts
$903K +$903K +9,008 New
CCA
929
Checchi Capital Advisers
California
$902K -$33.6K -335 -4%
KA
930
Kovack Advisors
Florida
$900K +$29.9K +298 +3%
AIP
931
Ameritas Investment Partners
Nebraska
$896K -$28.9K -288 -3%
WSFS
932
Wilmington Savings Fund Society
Delaware
$895K +$32.5K +324 +4%
ACM
933
Allred Capital Management
Texas
$893K -$401 -4 -0%
SC
934
Steph & Co
Wisconsin
$891K -$57.1K -570 -6%
FHB
935
First Hawaiian Bank
Hawaii
$890K +$24.4K +243 +3%
BIM
936
Baldwin Investment Management
Pennsylvania
$887K +$6.62K +66 +0.8%
TTWM
937
TCV Trust & Wealth Management
Virginia
$885K – – –
WCM
938
Winthrop Capital Management
Indiana
$881K +$14.8K +148 +2%
CTA
939
Chesley Taft & Associates
Illinois
$879K -$133K -1,325 -13%
WWM
940
Western Wealth Management
Colorado
$877K +$5.71K +57 +0.7%
TWM
941
Thrive Wealth Management
Pennsylvania
$875K +$5.71K +57 +0.7%
KMWM
942
Keudell/Morrison Wealth Management
Oregon
$872K -$28.1K -280 -3%
LWM
943
LongView Wealth Management
Georgia
$869K +$39.2K +391 +5%
JFGIW
944
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$861K +$696K +6,946 +424%
FTIS
945
First Trust Investment Solutions
Florida
$856K -$210K -2,091 -20%
ICA
946
Infrastructure Capital Advisors
New York
$852K -$10.1K -101 -1%
VH
947
Visionary Horizons
Tennessee
$850K -$4.91K -49 -0.6%
PWP
948
Precedent Wealth Partners
Texas
$849K +$93.3K +931 +12%
MW
949
Marcum Wealth
Ohio
$847K -$89.5K -893 -10%
SFI
950
SPC Financial Inc
Maryland
$846K +$16.1K +161 +2%
36 37
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