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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 %
BCG
926
BayBridge Capital Group
California
$1.16M +$862 +8 +0.1%
CWM
927
Challenger Wealth Management
California
$1.16M +$1.16M +10,787 New
Grantham, Mayo, Van Otterloo & Co (GMO)
928
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16M +$113K +1,048 +11%
AB
929
Atlas Brown
Kentucky
$1.16M +$50.1K +465 +5%
SGI
930
Summit Global Investments
Utah
$1.16M -$568K -5,270 -33%
CI
931
Cherokee Insurance
Michigan
$1.15M +$1.15M +10,700 New
CW
932
CreativeOne Wealth
Kansas
$1.15M +$103K +958 +10%
THCM
933
Taylor Hoffman Capital Management
Virginia
$1.15M -$95.1K -883 -8%
ONB
934
Old National Bancorp
Indiana
$1.15M +$34.9K +324 +3%
FC
935
Farringdon Capital
United Kingdom
$1.14M +$1.14M +10,604 New
ACG
936
Allen Capital Group
Nebraska
$1.13M +$3.77K +35 +0.3%
CFG
937
Citizens Financial Group
Rhode Island
$1.12M +$204K +1,896 +22%
HKIM
938
Hayek Kallen Investment Management
Alabama
$1.12M +$64.8K +601 +6%
AF
939
AGP Franklin
Tennessee
$1.11M +$1.11M +10,329 New
KFGK
940
Keystone Financial Group (Kentucky)
Kentucky
$1.11M -$539 -5 -0%
CC
941
Chicago Capital
Illinois
$1.11M +$10.8K +100 +1%
DA
942
Drake & Associates
Wisconsin
$1.1M +$1.1M +9,596 New
SC
943
Schulhoff & Co
Ohio
$1.1M – – –
CFG
944
Cooper Financial Group
California
$1.1M +$75K +696 +7%
WPP
945
Whalerock Point Partners
Rhode Island
$1.09M – – –
WWA
946
WCG Wealth Advisors
Nevada
$1.09M -$36.6K -340 -3%
CWM
947
Congress Wealth Management
Massachusetts
$1.09M +$400K +3,737 +58%
FDS
948
First Dallas Securities
Texas
$1.08M +$16.3K +151 +2%
TCOTS
949
Trust Company of the South
North Carolina
$1.08M -$10K -93 -0.9%
PWP
950
Precedent Wealth Partners
Texas
$1.08M +$15.5K +144 +1%
36 37
38
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