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Duke Energy
DUK

Overview Fund Activity

1,901 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 735 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.55%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
735
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$108M
2
ECM
ExodusPoint Capital Management
New York
+$106M
3
Cohen & Steers
Cohen & Steers
New York
+$103M
4
Marshall Wace
Marshall Wace
United Kingdom
+$94.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$83.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$955M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$327M
3
State Street
State Street
Massachusetts
-$313M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$249M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
1151
Arlington Trust
Alabama
$516K -$1.64K -17 -0.3%
CPSAC
1152
Chas P. Smith & Associates (CPS)
Florida
$515K +$16.6K +172 +3%
EA
1153
Eudaimonia Advisors
Tennessee
$510K -$71.7K -741 -12%
AIM
1154
Aspen Investment Management
Michigan
$506K – – –
TVM
1155
True Vision MN
Minnesota
$506K +$506K +5,176 New
GAA
1156
Global Assets Advisory
Florida
$504K +$504K +48,419 New
SLT
1157
St Louis Trust
Missouri
$504K +$181K +1,874 +56%
CF
1158
Centaurus Financial
California
$503K -$21.2K -219 -4%
KA
1159
KLCM Advisors
Wisconsin
$501K +$13.9K +144 +3%
FFA
1160
Farther Finance Advisors
California
$500K +$37.4K +389 +8%
FDDB
1161
Fidelity D&D Bancorp
Pennsylvania
$500K -$3.87K -40 -0.8%
BG
1162
Benedetti & Gucer
Georgia
$499K -$96.8K -1,000 -16%
WA
1163
Wambolt & Associates
Colorado
$498K -$370K -3,855 -43%
ACM
1164
Ategra Capital Management
Virginia
$498K – – –
RWM
1165
Ritholtz Wealth Management
New York
$498K +$74.1K +766 +17%
WIC
1166
Wilkins Investment Counsel
Massachusetts
$498K +$99K +1,024 +25%
WDA
1167
Wendell David Associates
New Hampshire
$497K -$16.9K -175 -3%
KFA
1168
Krane Funds Advisors
New York
$497K +$497K +5,116 New
AF
1169
Apexium Financial
Texas
$496K – – –
CFO
1170
CVA Family Office
Colorado
$494K -$14.3K -148 -3%
FAM
1171
Flaharty Asset Management
Florida
$493K -$5.13K -53 -1%
BFA
1172
Bill Few Associates
Pennsylvania
$491K +$110K +1,140 +29%
GWAG
1173
Garrett Wealth Advisory Group
Texas
$490K +$5.22K +54 +1%
Fisher Asset Management
1174
Fisher Asset Management
Washington
$489K -$540K -5,578 -52%
PAMG
1175
Patton Albertson Miller Group
Tennessee
$488K -$125K -1,295 -20%
45 46
47
48 49