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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 %
MG
1176
Mather Group
Illinois
$644K +$96.9K +899 +18%
SWM
1177
SeaCrest Wealth Management
New York
$644K +$14.7K +136 +2%
GIA
1178
Gladstone Institutional Advisory
Florida
$643K -$8.73K -81 -1%
NAS
1179
NWF Advisory Services
California
$643K +$643K +5,967 New
NW
1180
NewEdge Wealth
Pennsylvania
$641K +$16.8K +156 +3%
P
1181
Pitcairn
Pennsylvania
$641K -$7.33K -68 -1%
EB
1182
Eastern Bank
Massachusetts
$641K +$71.8K +666 +13%
SWM
1183
Silverlake Wealth Management
Vermont
$641K +$323 +3 +0.1%
AF
1184
Advisornet Financial
Minnesota
$640K +$74.7K +693 +13%
AFP
1185
Ausdal Financial Partners
Iowa
$640K +$24.5K +227 +4%
CI
1186
CX Institutional
Indiana
$637K +$263K +2,440 +70%
PA
1187
Persium Advisors
Georgia
$637K +$637K +5,914 New
CT
1188
Chicago Trust
Illinois
$637K +$170K +1,575 +36%
AWS
1189
Aspen Wealth Strategies
Colorado
$636K +$61.2K +568 +11%
CPSAC
1190
Chas P. Smith & Associates (CPS)
Florida
$635K +$108 +1 +0%
LFA
1191
Legacy Financial Advisors
Kentucky
$634K -$2.8K -26 -0.4%
MSFS
1192
Main Street Financial Solutions
Pennsylvania
$634K +$128K +1,184 +25%
GIA
1193
Guyasuta Investment Advisors
Pennsylvania
$632K – – –
UBG
1194
United Bank (Georgia)
Georgia
$631K +$118K +1,097 +23%
BONH
1195
Bank of New Hampshire
New Hampshire
$630K – – –
WTC
1196
WhitTier Trust Company
Nevada
$628K +$117K +1,082 +23%
PSB
1197
Passumpsic Savings Bank
Vermont
$627K +$8.51K +79 +1%
AWM
1198
Aegis Wealth Management
Maryland
$625K +$625K +5,803 New
GBT
1199
Grove Bank & Trust
Florida
$625K +$31.2K +290 +5%
GEA
1200
Glen Eagle Advisors
New Jersey
$624K +$3.88K +36 +0.6%
46 47
48
49 50