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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 %
GFP
1226
Gryphon Financial Partners
Ohio
$468K +$68.5K +683 +17%
CAMV
1227
Concord Asset Management (Virginia)
Virginia
$465K -$29K -289 -6%
UBG
1228
United Bank (Georgia)
Georgia
$465K -$13K -130 -3%
ATC
1229
Adirondack Trust Company
New York
$464K -$6.82K -68 -1%
LWA
1230
Lantern Wealth Advisors
New York
$463K +$702 +7 +0.2%
GIA
1231
Gateway Investment Advisers
Ohio
$462K -$3.01K -30 -0.6%
GIP
1232
Greatmark Investment Partners
Georgia
$461K – – –
PSFG
1233
Prairie Sky Financial Group
Illinois
$461K – – –
ORC
1234
O'Rourke & Company
Massachusetts
$460K +$11.4K +114 +3%
FLPIM
1235
F.L. Putnam Investment Management
Massachusetts
$457K +$49K +489 +12%
SL
1236
Salomon & Ludwin
Virginia
$455K -$171K -1,707 -27%
TIA
1237
Tiemann Investment Advisors
California
$453K -$2.01K -20 -0.4%
CAM
1238
Campion Asset Management
Virginia
$451K -$4.01K -40 -0.9%
HCM
1239
Hodges Capital Management
Texas
$451K -$10K -100 -2%
3IP
1240
3Chopt Investment Partners
Virginia
$450K +$450K +4,493 New
MA
1241
MBA Advisors
Pennsylvania
$449K +$902 +9 +0.2%
HFAS
1242
Hummer Financial Advisory Services
Illinois
$448K -$13.3K -133 -3%
PFA
1243
Petra Financial Advisors
Colorado
$448K +$13K +130 +3%
ILI
1244
Invesco LLC (Illinois)
Illinois
$447K – – –
TGAM
1245
TBH Global Asset Management
Tennessee
$447K -$173K -1,727 -28%
FRM
1246
Fox Run Management
Connecticut
$446K +$446K +4,454 New
MCM
1247
McDonough Capital Management
Florida
$446K +$10.6K +106 +2%
TWM
1248
Trueblood Wealth Management
Ohio
$445K -$7.62K -76 -2%
SAM
1249
SignalPoint Asset Management
Missouri
$444K -$1.4K -14 -0.3%
CWM
1250
Cordatus Wealth Management
Pennsylvania
$444K +$5.51K +55 +1%
48 49
50
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