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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 %
CSI
1076
Cross Staff Investments
New York
$782K +$38.3K +332 +5%
ADL
1077
Asset Dedication LLC
California
$780K -$330K -2,860 -30%
AWA
1078
Adapt Wealth Advisors
Georgia
$777K – – –
WMA
1079
Wealth Management Associates
New Jersey
$774K +$34.6K +300 +5%
CA
1080
Cornerstone Advisory
Maryland
$772K +$7.84K +68 +1%
EGM
1081
Engineers Gate Manager
New York
$772K +$772K +6,692 New
FA
1082
Fiduciary Alliance
South Carolina
$771K +$355K +3,080 +85%
BIA
1083
Bigelow Investment Advisors
Maine
$770K -$692 -6 -0.1%
AIC
1084
Archer Investment Corporation
Indiana
$770K +$1.04K +9 +0.1%
KCPG
1085
Kavar Capital Partners Group
Kansas
$768K – – –
CAM
1086
Costello Asset Management
Pennsylvania
$768K -$23.2K -201 -3%
PAG
1087
Powers Advisory Group
Illinois
$767K +$4.5K +39 +0.6%
CA
1088
Continuum Advisory
Idaho
$767K -$40.3K -364 -5%
WBCM
1089
Wilson & Boucher Capital Management
California
$766K – – –
FAIM
1090
Financial Advocates Investment Management
Washington
$765K -$83K -720 -10%
AAG
1091
Armstrong Advisory Group
Massachusetts
$763K -$78.6K -682 -9%
HT
1092
Headlands Technologies
Illinois
$761K +$761K +6,602 New
KCM
1093
Kanawha Capital Management
Virginia
$760K +$10.6K +92 +1%
PCMN
1094
Paradigm Capital Management (Nevada)
Nevada
$758K +$758K +6,571 New
SC
1095
Sapient Capital
Indiana
$756K -$2.19K -19 -0.3%
CSC
1096
Caldwell Sutter Capital
California
$756K -$20.9K -181 -3%
CAM
1097
Cidel Asset Management
Ontario, Canada
$747K – – –
CS
1098
Crescent Sterling
Louisiana
$747K +$2.77K +24 +0.4%
MCM
1099
Manchester Capital Management
Vermont
$747K -$231 -2 -0%
AIMA
1100
Ables Iannone Moore & Associates
Georgia
$742K -$82.8K -718 -10%
42 43
44
45 46