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Duke Energy
DUK

Overview Fund Activity

2,052 hedge funds and large institutions have $58.6B invested in Duke Energy in 2024 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 788 increasing their positions, 779 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+95
Holders Change %
+4.85%
% of All Funds
29.68%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.27%
New
198
Increased
788
Reduced
779
Closed
79
Calls
$696M
Puts
$537M
Net Calls
+$159M
Net Calls Change
+$21.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$229M
2
GQG Partners
GQG Partners
Florida
+$207M
3
State Street
State Street
Massachusetts
+$194M
4
Citadel Advisors
Citadel Advisors
Florida
+$187M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$170M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$268M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$193M
3
American Century Companies
American Century Companies
Missouri
-$176M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$127M
5
APG Asset Management
APG Asset Management
Netherlands
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
APG
1026
Abacus Planning Group
South Carolina
$877K -$5.3K -46 -0.6%
DFG
1027
Delta Financial Group
New Jersey
$874K -$6.23K -54 -0.7%
FFWM
1028
Future Financial Wealth Management
Ohio
$874K -$4.73K -41 -0.5%
FG
1029
Fiduciary Group
Georgia
$870K -$17.3K -150 -2%
NB
1030
Northwest Bancshares
Pennsylvania
$864K -$30.7K -266 -3%
DI
1031
Diligent Investors
California
$861K +$115 +1 +0%
DWT
1032
Dorsey & Whitney Trust
South Dakota
$859K +$368K +3,191 +75%
USCWA
1033
U.S. Capital Wealth Advisors
Texas
$855K -$10.4K -90 -1%
KIA
1034
KCM Investment Advisors
California
$853K +$692 +6 +0.1%
HPC
1035
HM Payson & Co
Maine
$847K -$29.4K -255 -3%
ESB
1036
Essex Savings Bank
Connecticut
$847K -$115 -1 -0%
RCAG
1037
Rehmann Capital Advisory Group
Michigan
$845K +$2.65K +23 +0.3%
KA
1038
KLCM Advisors
Wisconsin
$845K +$146K +1,267 +21%
CFS
1039
Cannon Financial Strategists
Georgia
$844K +$204K +1,769 +32%
LJAC
1040
L.J. Altfest & Co
New York
$843K +$843K +7,314 New
AWM
1041
Avior Wealth Management
Nebraska
$842K -$10.5K -91 -1%
MM
1042
MQS Management
New York
$841K +$841K +7,297 New
WFI
1043
West Family Investments
California
$840K +$52.6K +456 +7%
CCP
1044
Cassia Capital Partners
North Carolina
$840K -$61.7K -535 -7%
IIM
1045
InTrack Investment Management
Vermont
$836K -$57.7K -500 -6%
QCG
1046
Quadrant Capital Group
Ohio
$833K -$49.5K -429 -6%
PA
1047
Prossimo Advisors
California
$830K +$2.88K +25 +0.3%
PJSIMP
1048
P.J. Schmidt Investment Management (PJS)
Wisconsin
$825K -$34.6K -300 -4%
VSQM
1049
V-Square Quantitative Management
Illinois
$823K +$39.7K +344 +5%
CCM
1050
Chiron Capital Management
Florida
$822K -$80.4K -697 -9%
40 41
42
43 44