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Duke Energy
DUK

Overview Fund Activity

2,052 hedge funds and large institutions have $58.6B invested in Duke Energy in 2024 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 788 increasing their positions, 779 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+95
Holders Change %
+4.85%
% of All Funds
29.68%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.27%
New
198
Increased
788
Reduced
779
Closed
79
Calls
$696M
Puts
$537M
Net Calls
+$159M
Net Calls Change
+$21.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$229M
2
GQG Partners
GQG Partners
Florida
+$207M
3
State Street
State Street
Massachusetts
+$194M
4
Citadel Advisors
Citadel Advisors
Florida
+$187M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$170M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$268M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$193M
3
American Century Companies
American Century Companies
Missouri
-$176M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$127M
5
APG Asset Management
APG Asset Management
Netherlands
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1201
Prosperity Capital Advisors
Ohio
$591K +$203K +1,757 +52%
CAG
1202
Crestwood Advisors Group
Massachusetts
$588K -$16.8K -146 -3%
KC
1203
Kingfisher Capital
North Carolina
$586K +$5.77K +50 +1%
NL
1204
NWAM LLC
Washington
$586K +$586K +5,082 New
MG
1205
Mather Group
Illinois
$586K -$999K -8,667 -63%
BFA
1206
Bill Few Associates
Pennsylvania
$585K – – –
JWA
1207
JFS Wealth Advisors
Pennsylvania
$584K +$570K +4,942 +3,922%
HI
1208
Hendershot Investments
Virginia
$583K – – –
GFP
1209
Gryphon Financial Partners
Ohio
$583K +$45.3K +393 +8%
CHA
1210
Carmichael Hill & Associates
Maryland
$583K +$922 +8 +0.2%
NAG
1211
Northstar Advisory Group
New Jersey
$583K +$3.92K +34 +0.7%
AIM
1212
Aspen Investment Management
Michigan
$582K -$1.5K -13 -0.3%
PFA
1213
Petra Financial Advisors
Colorado
$582K +$66.4K +576 +13%
AAIM
1214
Asset Advisors Investment Management
Georgia
$582K – – –
FWP
1215
Firethorn Wealth Partners
Georgia
$581K -$36.1K -313 -6%
GL
1216
Graypoint LLC
New York
$579K +$24.1K +209 +4%
MA
1217
MBA Advisors
Pennsylvania
$578K +$60.6K +526 +12%
GWAG
1218
Garrett Wealth Advisory Group
Texas
$577K -$13K -113 -2%
FHC
1219
First Heartland Consultants
Missouri
$577K -$261K -2,267 -31%
CCA
1220
Clearwater Capital Advisors
Illinois
$576K +$576K +4,997 New
CI
1221
Conning Inc
Connecticut
$575K -$7.61K -66 -1%
XF
1222
XML Financial
Maryland
$572K -$22.8K -198 -4%
WAM
1223
Walker Asset Management
Missouri
$569K +$3.92K +34 +0.7%
PA
1224
Probity Advisors
Texas
$568K -$81.4K -706 -13%
CB
1225
CNB Bank
Pennsylvania
$565K -$69.9K -606 -11%
47 48
49
50 51