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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 %
RCM
926
Radnor Capital Management
Pennsylvania
$1.12M +$221K +1,915 +25%
CIAS
927
CFS Investment Advisory Services
New Jersey
$1.11M -$1.15K -10 -0.1%
UBV
928
United Bank (Virginia)
Virginia
$1.11M +$22.1K +192 +2%
KWA
929
Kellett Wealth Advisors
Ohio
$1.11M -$346 -3 -0%
BSTWA
930
Blake Schutter Theil Wealth Advisors
Ohio
$1.11M +$1.11M +9,601 New
SCI
931
Stableford Capital II
Arizona
$1.1M -$123K -1,075 -10%
SLI
932
Sumitomo Life Insurance
Japan
$1.1M +$30.2K +262 +3%
CFG
933
Cooper Financial Group
California
$1.1M -$322K -2,789 -23%
WFS
934
Widmann Financial Services
Maryland
$1.1M – – –
ITC
935
Inspire Trust Company
Nevada
$1.1M -$40K -347 -4%
FC
936
FCA Corp
Texas
$1.09M +$771K +6,689 +239%
CS
937
Capital Square
Tennessee
$1.09M +$67.6K +586 +7%
WCM
938
Winthrop Capital Management
Indiana
$1.09M +$75.1K +651 +7%
IB
939
Intrust Bank
Kansas
$1.08M -$106K -923 -9%
PFSC
940
Peoples Financial Services Corp
Pennsylvania
$1.08M -$13.4K -116 -1%
KFS
941
Keynote Financial Services
Connecticut
$1.08M -$8.19K -71 -0.8%
CFCI
942
Comprehensive Financial Consultants Institutional
Indiana
$1.08M +$12.3K +107 +1%
BFA
943
Beacon Financial Advisory
Ohio
$1.07M -$4.96K -43 -0.5%
MSS
944
Mitchell Sinkler & Starr
Pennsylvania
$1.07M +$110K +1,222 +11%
APP
945
Avantax Planning Partners
Iowa
$1.07M -$829K -7,194 -44%
OF
946
Outfitter Financial
Maine
$1.07M -$28.8K -250 -3%
SKK
947
Shepherd Kaplan Krochuk
Massachusetts
$1.06M -$145K -1,256 -12%
JAG
948
Journey Advisory Group
Kentucky
$1.05M +$25.2K +251 +2%
GC
949
Grimes & Company
Massachusetts
$1.05M +$108K +938 +11%
MIM
950
Morningstar Investment Management
Illinois
$1.05M -$7.37K -64 -0.7%
36 37
38
39 40