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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 %
WBCM
1126
Wilson & Boucher Capital Management
California
$716K – – –
ACGA
1127
Atlanta Consulting Group Advisors
Georgia
$714K -$845K -7,843 -54%
CSC
1128
Caldwell Sutter Capital
California
$710K +$3.77K +35 +0.5%
SC
1129
Sapient Capital
Indiana
$709K +$2.48K +23 +0.4%
CCM
1130
Canal Capital Management
Virginia
$709K -$6.93M -64,275 -91%
BIA
1131
Bigelow Investment Advisors
Maine
$706K -$14.1K -131 -2%
SS
1132
SBI Securities
Japan
$705K +$705K +6,547 New
KCM
1133
Kanawha Capital Management
Virginia
$703K -$6.68K -62 -0.9%
KFA
1134
Kapstone Financial Advisors
Ohio
$703K – – –
RC
1135
Rithm Capital
New York
$700K +$700K +6,500 New
OKSA
1136
O'Keefe Stevens Advisory
New York
$700K +$205K +1,905 +41%
CAM
1137
Cidel Asset Management
Ontario, Canada
$698K – – –
MCM
1138
Manchester Capital Management
Vermont
$698K +$323 +3 +0%
CS
1139
Crescent Sterling
Louisiana
$698K – – –
LSAG
1140
Lake Street Advisors Group
New Hampshire
$698K +$5.5K +51 +0.8%
SWM
1141
Spire Wealth Management
Virginia
$697K +$5.93K +55 +0.9%
MGIA
1142
Moneta Group Investment Advisors
Missouri
$695K +$41K +381 +6%
SWM
1143
Stockman Wealth Management
Montana
$693K +$51.9K +482 +8%
AAG
1144
Armstrong Advisory Group
Massachusetts
$689K -$23.5K -218 -3%
DP
1145
Dearborn Partners
Illinois
$688K +$3.99K +37 +0.6%
AIMA
1146
Ables Iannone Moore & Associates
Georgia
$680K -$13K -121 -2%
NB
1147
Northwest Bancshares
Pennsylvania
$680K -$128K -1,189 -16%
Edgewood Management
1148
Edgewood Management
Connecticut
$679K – – –
FB
1149
Finward Bancorp
Indiana
$679K +$679K +6,300 New
CWP
1150
Concord Wealth Partners
Virginia
$676K +$64.2K +596 +10%
44 45
46
47 48