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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 %
CG
951
Caprock Group
Idaho
$844K +$411K +4,098 +95%
FNA
952
First National Advisers
Nebraska
$844K -$57.2K -571 -6%
PWM
953
Perigon Wealth Management
California
$839K -$38.3K -382 -4%
SAM
954
Smartleaf Asset Management
Massachusetts
$838K +$216K +2,152 +35%
OC
955
Oakworth Capital
Alabama
$836K +$39.5K +394 +5%
CB
956
Cadence Bank
Mississippi
$834K -$49.6K -495 -6%
HTIM
957
Harbour Trust & Investment Management
Indiana
$833K -$17.2K -172 -2%
PFGIA
958
Patriot Financial Group Insurance Agency
Massachusetts
$833K +$17.5K +175 +2%
CFG
959
Citizens Financial Group
Rhode Island
$831K +$125K +1,247 +18%
BP
960
Ballentine Partners
Massachusetts
$829K +$99.8K +996 +14%
HCP
961
Hexagon Capital Partners
Arkansas
$827K -$8.22K -82 -1%
PP
962
Paloma Partners
Connecticut
$826K +$266K +2,656 +48%
FNBTCON
963
First National Bank & Trust Co of Newtown
Pennsylvania
$824K -$33.4K -333 -4%
RWP
964
RWA Wealth Partners
Massachusetts
$822K +$69K +688 +9%
GC
965
Grimes & Company
Massachusetts
$822K -$69.2K -690 -8%
VAM
966
Verity Asset Management
North Carolina
$820K +$902 +9 +0.1%
SWM
967
Segment Wealth Management
Texas
$818K – – –
DA
968
Doliver Advisors
Texas
$815K +$214K +2,131 +36%
AMBIA
969
Allen Mooney & Barnes Investment Advisors
Georgia
$814K -$108K -1,076 -12%
ACS
970
Archford Capital Strategies
Illinois
$812K -$5.21K -52 -0.6%
BP
971
BNP Paribas
France
$812K – – –
MS
972
Maven Securities
Jersey
$811K +$811K +8,091 New
IAIM
973
International Assets Investment Management
Florida
$810K -$301 -3 -0%
HNWAG
974
High Net Worth Advisory Group
Florida
$809K – – –
MWM
975
Modern Wealth Management
Kansas
$807K -$2.91K -29 -0.4%
37 38
39
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