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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 %
HFS
976
Horizon Financial Services
North Carolina
$807K -$4.41K -44 -0.5%
CI
977
Cigna Investments
Connecticut
$806K -$5.51K -55 -0.7%
IF
978
Intrua Financial
Texas
$806K -$261K -2,608 -24%
MS
979
Madden Securities
Texas
$804K – – –
CCWM
980
Cassaday & Co Wealth Management
Virginia
$802K +$93K +928 +13%
FFA
981
Farther Finance Advisors
California
$799K +$282K +2,835 +54%
TBA
982
Tower Bridge Advisors
Pennsylvania
$797K -$535K -5,334 -40%
MFG
983
MidWestOne Financial Group
Iowa
$795K -$15.2K -152 -2%
NC
984
NovaPoint Capital
Georgia
$793K +$53.4K +533 +7%
BHIA
985
Birch Hill Investment Advisors
Massachusetts
$791K – – –
BIG
986
Brooklyn Investment Group
New York
$788K – – –
CIA
987
Cape Investment Advisory
Georgia
$786K -$29.8K -297 -4%
WT
988
Whittier Trust
California
$785K +$15.9K +159 +2%
CCM
989
Chiron Capital Management
Florida
$785K -$134K -1,332 -15%
CCP
990
Cassia Capital Partners
North Carolina
$784K -$70K -698 -8%
RCM
991
Radnor Capital Management
Pennsylvania
$781K +$17.4K +174 +2%
NB
992
Northwest Bancshares
Pennsylvania
$778K -$18K -180 -2%
IIM
993
InTrack Investment Management
Vermont
$777K -$185K -1,850 -19%
SWA
994
Stratos Wealth Advisors
Ohio
$777K +$296K +2,951 +61%
FG
995
Fiduciary Group
Georgia
$771K -$38K -379 -5%
CD
996
Chapin Davis
Maryland
$769K – – –
WHC
997
Wulff, Hansen & Co
California
$769K – – –
QCG
998
Quadrant Capital Group
Ohio
$767K +$3.61K +36 +0.5%
APG
999
Abacus Planning Group
South Carolina
$767K +$32.3K +322 +4%
PPC
1000
Park Place Capital
Alabama
$766K -$270K -2,695 -26%
38 39
40
41 42