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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 %
FPL
951
Fortress Private Ledger
North Carolina
$1.08M +$1.08M +10,019 New
DFA
952
Delta Financial Advisors
Louisiana
$1.08M +$17.3K +161 +2%
VA
953
Valmark Advisers
Ohio
$1.08M +$24.1K +224 +2%
ECG
954
Edge Capital Group
Georgia
$1.06M +$862 +8 +0.1%
SCM
955
Sollinda Capital Management
Florida
$1.06M +$323 +3 +0%
SFI
956
SPC Financial Inc
Maryland
$1.06M +$162K +1,501 +18%
VCM
957
Violich Capital Management
California
$1.06M -$19.7K -183 -2%
RFA
958
Rollins Financial Advisors
New York
$1.06M +$451K +4,182 +74%
JAG
959
Journey Advisory Group
Kentucky
$1.05M – – –
WCM
960
Winthrop Capital Management
Indiana
$1.05M +$32.3K +300 +3%
DA
961
Doliver Advisors
Texas
$1.05M +$153K +1,423 +17%
CWM
962
Crowley Wealth Management
Delaware
$1.05M +$1.05M +9,715 New
CIAS
963
CFS Investment Advisory Services
New Jersey
$1.04M -$2.37K -22 -0.2%
OF
964
Outfitter Financial
Maine
$1.04M +$40.4K +375 +4%
MLA
965
My Legacy Advisors
Oregon
$1.04M -$5.75K -54 -0.6%
EI
966
Ethic Inc
New York
$1.03M +$422K +3,919 +69%
PWM
967
Pines Wealth Management
North Carolina
$1.03M +$1.03M +9,744 New
WFS
968
Widmann Financial Services
Maryland
$1.03M +$6.03K +56 +0.6%
PA
969
Procyon Advisors
Connecticut
$1.03M -$33.7K -313 -3%
UBV
970
United Bank (Virginia)
Virginia
$1.03M -$9.91K -92 -1%
CCP
971
Cassia Capital Partners
North Carolina
$1.03M +$243K +2,253 +31%
JCFM
972
JBR Co Financial Management
Oklahoma
$1.03M -$72.8K -676 -7%
KWA
973
Kellett Wealth Advisors
Ohio
$1.02M -$12.6K -117 -1%
SCI
974
Stableford Capital II
Arizona
$1.02M -$16.6K -154 -2%
BSTWA
975
Blake Schutter Theil Wealth Advisors
Ohio
$1.02M -$13.7K -127 -1%
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