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Duke Energy
DUK

Overview Fund Activity

2,176 hedge funds and large institutions have $55B invested in Duke Energy in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 882 increasing their positions, 724 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,176
Holders Change
+124
Holders Change %
+6.04%
% of All Funds
28.96%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.31%
New
271
Increased
882
Reduced
724
Closed
117
Calls
$495M
Puts
$414M
Net Calls
+$80.4M
Net Calls Change
-$79M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$443M
2
BlackRock
BlackRock
New York
+$226M
3
Millennium Management
Millennium Management
New York
+$168M
4
ECM
ExodusPoint Capital Management
New York
+$164M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$123M

Top Sellers

1
PFA
Pathway Financial Advisers
Indiana
-$724M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$497M
3
GQG Partners
GQG Partners
Florida
-$467M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$187M
5
Bank of America
Bank of America
North Carolina
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
1076
KCM Investment Advisors
California
$795K -$1.83K -17 -0.2%
RCAG
1077
Rehmann Capital Advisory Group
Michigan
$791K -$970 -9 -0.1%
QCG
1078
Quadrant Capital Group
Ohio
$784K +$5.39K +50 +0.7%
BPC
1079
Bearing Point Capital
Minnesota
$782K +$782K +7,255 New
VSQM
1080
V-Square Quantitative Management
Illinois
$779K +$10.3K +96 +1%
KMWM
1081
Keudell/Morrison Wealth Management
Oregon
$779K +$20.1K +187 +3%
TPI
1082
Trust Point Inc
Wisconsin
$778K +$11.3K +105 +1%
WHRC
1083
W.H. Reaves & Co
New Jersey
$777K -$5.21M -48,335 -87%
RWM
1084
Ritholtz Wealth Management
New York
$777K +$18.7K +174 +2%
PA
1085
Prossimo Advisors
California
$776K +$431 +4 +0.1%
LMKC
1086
L.M. Kohn & Company
Ohio
$774K +$34.2K +317 +5%
Walleye Capital
1087
Walleye Capital
New York
$768K -$849K -7,879 -53%
CA
1088
CoreCap Advisors
Michigan
$766K +$2.37K +22 +0.3%
PJSIMP
1089
P.J. Schmidt Investment Management (PJS)
Wisconsin
$765K -$5.5K -51 -0.7%
AIC
1090
Archer Investment Corporation
Indiana
$764K +$44.2K +410 +6%
MFA
1091
Mayflower Financial Advisors
Massachusetts
$762K +$4.74K +44 +0.6%
WT
1092
Washington Trust
Rhode Island
$758K +$23.5K +218 +3%
MA
1093
McGrath & Associates
North Carolina
$758K +$758K +7,036 New
ACP
1094
Aviance Capital Partners
Florida
$757K -$1.39M -12,894 -65%
JGUA
1095
John G. Ullman & Associates
New York
$757K +$7.76K +72 +1%
WFI
1096
West Family Investments
California
$757K -$28.2K -262 -4%
OIA
1097
Optimum Investment Advisors
Illinois
$751K – – –
CA
1098
Continuum Advisory
Idaho
$750K +$3.56K +33 +0.5%
AWA
1099
Adapt Wealth Advisors
Georgia
$748K +$22.6K +210 +3%
FCAS
1100
First Command Advisory Services
Texas
$744K – – –
42 43
44
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