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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 %
BIP
1276
Blueprint Investment Partners
North Carolina
$423K +$423K +4,216 New
BCA
1277
Bray Capital Advisors
Florida
$421K – – –
HW
1278
Hancock Whitney
Mississippi
$421K -$15.6K -156 -4%
NFG
1279
Nations Financial Group
Iowa
$420K +$2.41K +24 +0.6%
FBC
1280
Fairfield, Bush & Co
Connecticut
$420K +$45.1K +450 +12%
WEG
1281
World Equity Group
Illinois
$419K -$24.3K -242 -5%
IPAM
1282
Investment Partners Asset Management
New Jersey
$419K – – –
BWM
1283
Birchcreek Wealth Management
Ohio
$417K – – –
VP
1284
Verum Partners
North Carolina
$417K +$17.6K +176 +4%
BFAG
1285
Blackston Financial Advisory Group
Florida
$417K +$417K +4,161 New
KS
1286
Karpas Strategies
Connecticut
$417K +$902 +9 +0.2%
WLIM
1287
White Lighthouse Investment Management
Massachusetts
$417K – – –
LA
1288
Latitude Advisors
Florida
$417K +$16.9K +169 +4%
CGH
1289
CMG Global Holdings
Texas
$416K – – –
KIA
1290
Knollwood Investment Advisory
Maryland
$415K +$415K +4,142 New
SP
1291
Symmetry Partners
Connecticut
$414K -$65.7K -655 -14%
AC
1292
ASB Consultores
Florida
$413K -$36.9K -368 -8%
JIC
1293
Joel Isaacson & Co
New York
$413K +$18.9K +189 +5%
NRC
1294
New Republic Capital
North Carolina
$411K +$63.3K +632 +18%
ZIM
1295
Zacks Investment Management
Illinois
$411K +$158K +1,575 +62%
BHPW
1296
Beverly Hills Private Wealth
California
$409K -$49.7K -496 -11%
AIA
1297
Arbor Investment Advisors
North Carolina
$406K -$679K -6,772 -63%
MSA
1298
Marathon Strategic Advisors
Pennsylvania
$406K +$406K +4,050 New
WP
1299
Westmount Partners
California
$406K +$4.87K +49 +1%
KWAG
1300
Kiely Wealth Advisory Group
North Carolina
$405K +$903 +8 +0.2%
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