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Duke Energy
DUK

Overview Fund Activity

2,175 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, 881 increasing their positions, 724 reducing their positions, and 117 closing their positions.

Holders
2,175
Holders Change
+123
Holders Change %
+5.99%
% of All Funds
28.97%
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
881
Reduced
724
Closed
117
Calls
$495M
Puts
$414M
Net Calls
+$80.4M
Net Calls Change
-$79M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.24B
2
BlackRock
2
BlackRock
New York
$6.74B
3
Millennium Management
3
Millennium Management
New York
$175M
4
ECM
4
ExodusPoint Capital Management
New York
$164M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$202M

Top Sellers

1
PFA
1
Pathway Financial Advisers
Indiana
$6.28M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$604M
3
GQG Partners
3
GQG Partners
Florida
$6.14M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.73B
5
Bank of America
5
Bank of America
North Carolina
$807M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPIM
76
Duff & Phelps Investment Management
Illinois
$95.7M +$56.4M +523,251 +143%
Verition Fund Management
77
Verition Fund Management
Connecticut
$93.2M +$17.2M +159,990 +23%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$91.4M -$14.9M -138,364 -14%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$90.2M -$21.5K -200 -0%
AllianceBernstein
80
AllianceBernstein
Tennessee
$85.9M -$410K -3,809 -0.5%
CI
81
Cincinnati Insurance
Ohio
$85.6M – – –
BC
82
Brookfield Corp
Ontario, Canada
$84.7M -$23.4M -216,910 -22%
Renaissance Technologies
83
Renaissance Technologies
New York
$84.5M +$50.5M +468,549 +148%
HighTower Advisors
84
HighTower Advisors
Illinois
$82.1M +$19.5M +180,939 +31%
Truist Financial
85
Truist Financial
North Carolina
$80.1M +$850K +7,893 +1%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$78.3M -$3.95M -36,645 -5%
Stifel Financial
87
Stifel Financial
Missouri
$77.2M +$1.19M +11,031 +2%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$76.5M +$2.61M +24,269 +4%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$76.1M +$7.86M +72,984 +12%
AQR Capital Management
90
AQR Capital Management
Connecticut
$75.8M -$15.6M -145,204 -17%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$69.7M -$1.97M -18,256 -3%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$69.1M -$832K -7,725 -1%
Korea Investment Corp
93
Korea Investment Corp
South Korea
$67.5M -$13.5M -125,716 -17%
BCWM
94
Bartlett & Co Wealth Management
Ohio
$66M -$817K -7,579 -1%
MMA
95
Mizuho Markets Americas
New York
$64.6M +$64.6M +600,000 New
Allspring Global Investments
96
Allspring Global Investments
North Carolina
$64.4M +$15.8M +146,089 +32%
SEI Investments
97
SEI Investments
Pennsylvania
$63.4M -$8.2M -76,117 -11%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$63.1M +$761K +7,060 +1%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$61.8M -$2.34M -21,733 -4%
BNP Paribas Asset Management
100
BNP Paribas Asset Management
France
$61.3M +$47.4M +440,081 +342%
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4
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