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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 %
CB
1151
CNB Bank
Pennsylvania
$552K -$519K -5,174 -48%
RCM
1152
RB Capital Management
Nevada
$552K -$8.42K -84 -2%
RFA
1153
Register Financial Advisors
Georgia
$550K +$12.7K +127 +2%
BB
1154
Busey Bank
Illinois
$549K -$11.8K -118 -2%
CWP
1155
Concord Wealth Partners
Virginia
$548K -$126K -1,257 -19%
AIM
1156
Aigen Investment Management
New York
$548K +$548K +5,466 New
RWM
1157
Ritholtz Wealth Management
New York
$545K +$29.2K +291 +6%
CA
1158
Crewe Advisors
Utah
$542K +$3.81K +38 +0.7%
WA
1159
WBH Advisory
Maryland
$541K -$37.3K -372 -6%
VWM
1160
Venturi Wealth Management
Texas
$539K +$401K +4,002 +290%
FWP
1161
Firethorn Wealth Partners
Georgia
$536K -$50K -499 -9%
RPCONE
1162
Retirement Planning Company of New England
Rhode Island
$535K -$34.4K -343 -6%
CPSAC
1163
Chas P. Smith & Associates (CPS)
Florida
$534K +$1K +10 +0.2%
GCIM
1164
Gunn & Company Investment Management
Florida
$534K +$534K +5,332 New
CF
1165
Centaurus Financial
California
$531K +$10.6K +106 +2%
SWM
1166
Silverlake Wealth Management
Vermont
$530K +$71.8K +716 +16%
WCM
1167
Washington Capital Management
Washington
$529K -$14K -140 -3%
GS
1168
GTS Securities
New York
$528K +$528K +5,264 New
CAG
1169
Crestwood Advisors Group
Massachusetts
$526K -$46.1K -460 -8%
DWM
1170
Diversify Wealth Management
Utah
$524K +$524K +4,724 New
SLT
1171
St Louis Trust
Missouri
$522K – – –
SCM
1172
Saxony Capital Management
Missouri
$522K +$45.5K +454 +10%
AF
1173
Apexium Financial
Texas
$519K +$4.31K +43 +0.8%
HI
1174
Hudock Inc
Pennsylvania
$518K +$39K +389 +8%
CFO
1175
CVA Family Office
Colorado
$518K +$5.61K +56 +1%
45 46
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