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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 %
DFG
1001
Delta Financial Group
New Jersey
$765K +$1.6K +16 +0.2%
SF
1002
Summit Financial
New Jersey
$765K +$200K +1,995 +35%
FFWM
1003
Future Financial Wealth Management
Ohio
$764K +$97.9K +977 +15%
STA
1004
Summit Trail Advisors
New York
$762K +$216K +2,156 +40%
HPC
1005
HM Payson & Co
Maine
$762K +$9.12K +91 +1%
USCWA
1006
U.S. Capital Wealth Advisors
Texas
$752K -$61.3K -612 -8%
OFS
1007
OneAscent Financial Services
Alabama
$751K +$56.4K +563 +8%
TPI
1008
Trust Point Inc
Wisconsin
$750K -$54K -539 -7%
DI
1009
Diligent Investors
California
$748K +$110K +1,100 +17%
PJSIMP
1010
P.J. Schmidt Investment Management (PJS)
Wisconsin
$747K -$283K -2,819 -27%
D.E. Shaw & Co
1011
D.E. Shaw & Co
New York
$746K -$5.84M -58,221 -89%
RIA
1012
Realta Investment Advisors
Delaware
$742K -$72.1K -719 -9%
AWM
1013
Avior Wealth Management
Nebraska
$741K +$13.4K +134 +2%
KIA
1014
KCM Investment Advisors
California
$741K – – –
FAIM
1015
Financial Advocates Investment Management
Washington
$737K -$88K -878 -11%
ESB
1016
Essex Savings Bank
Connecticut
$736K +$27.3K +272 +4%
RCAG
1017
Rehmann Capital Advisory Group
Michigan
$734K -$4.41K -44 -0.6%
FPGT
1018
Financial Partners Group (Tennessee)
Tennessee
$732K +$3.01K +30 +0.4%
AAG
1019
Armstrong Advisory Group
Massachusetts
$731K +$5.01K +50 +0.7%
CA
1020
Continuum Advisory
Idaho
$731K -$3.11K -31 -0.4%
RFA
1021
Resurgent Financial Advisors
Georgia
$731K -$337K -3,362 -32%
PGF
1022
Plan Group Financial
Oklahoma
$729K +$356K +3,555 +96%
GI
1023
GAMMA Investing
California
$727K +$399K +3,985 +122%
EFG
1024
Everhart Financial Group
Ohio
$726K +$111K +1,110 +18%
EI
1025
Ethic Inc
New York
$724K +$155K +1,551 +27%
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