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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 %
JGUA
1051
John G. Ullman & Associates
New York
$697K – – –
BHCM
1052
Brevan Howard Capital Management
Jersey
$694K +$694K +6,921 New
CAM
1053
Costello Asset Management
Pennsylvania
$688K +$18.2K +182 +3%
WFI
1054
West Family Investments
California
$684K – – –
VSQM
1055
V-Square Quantitative Management
Illinois
$681K +$17.9K +179 +3%
NP
1056
Nilsine Partners
Colorado
$677K -$5.51K -55 -0.8%
CSC
1057
Caldwell Sutter Capital
California
$675K +$31.1K +310 +5%
AWA
1058
Adapt Wealth Advisors
Georgia
$675K +$129K +1,285 +24%
BIA
1059
Bigelow Investment Advisors
Maine
$670K -$401 -4 -0.1%
RGF
1060
Retirement Guys Formula
Ohio
$670K -$20.1K -201 -3%
AIC
1061
Archer Investment Corporation
Indiana
$668K +$13.6K +136 +2%
SWM
1062
Spire Wealth Management
Virginia
$668K -$245K -2,443 -27%
KCPG
1063
Kavar Capital Partners Group
Kansas
$668K – – –
WBCM
1064
Wilson & Boucher Capital Management
California
$666K -$11.7K -117 -2%
CA
1065
Cornerstone Advisory
Maryland
$664K -$114K -1,133 -15%
CI Investments Inc
1066
CI Investments Inc
Ontario, Canada
$664K +$13.3K +133 +2%
PAG
1067
Powers Advisory Group
Illinois
$663K +$4.41K +44 +0.7%
WFG
1068
Wills Financial Group
Virginia
$662K +$32.8K +327 +5%
PWP
1069
Phillips Wealth Planners
Mississippi
$661K -$6.07K -59 -0.9%
SC
1070
Sapient Capital
Indiana
$659K +$8.52K +85 +1%
DBRC
1071
D.B. Root & Company
Pennsylvania
$657K -$487K -4,855 -43%
KCM
1072
Kanawha Capital Management
Virginia
$651K -$1.2K -12 -0.2%
CAM
1073
Cidel Asset Management
Ontario, Canada
$650K – – –
MCM
1074
Manchester Capital Management
Vermont
$649K +$17.1K +171 +3%
CS
1075
Crescent Sterling
Louisiana
$647K -$104K -1,034 -14%
41 42
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