DUK icon

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 %
BFC
1301
Bedel Financial Consulting
Indiana
$405K +$11.3K +113 +3%
NCM
1302
NCM Capital Management
New Jersey
$404K – – –
MAM
1303
Marotta Asset Management
Virginia
$403K +$403K +4,058 New
SC
1304
Searle & Co
Connecticut
$403K +$110K +1,101 +38%
FEM
1305
Fulcrum Equity Management
Texas
$401K +$42.2K +421 +12%
WPI
1306
Walter Public Investments
Canada
$401K – – –
RMDI
1307
R.M. Davis Inc
Maine
$399K -$7.82K -78 -2%
CFA
1308
CWS Financial Advisors
Michigan
$399K +$100 +1 +0%
CAAS
1309
Capital Asset Advisory Services
Michigan
$399K -$29.2K -289 -7%
OCG
1310
Opus Capital Group
Ohio
$396K – – –
LCM
1311
LVM Capital Management
Michigan
$396K – – –
OS
1312
Objectivity Squared
South Carolina
$395K +$213 +2 +0.1%
CWS
1313
Cypress Wealth Services
California
$395K +$2.91K +29 +0.7%
HS
1314
Horan Securities
United States
$393K -$8.22K -82 -2%
MNBTD
1315
Moody National Bank Trust Division
Texas
$392K -$4.01K -40 -1%
JF
1316
Jump Financial
Illinois
$390K +$390K +3,896 New
SS
1317
Sunbelt Securities
Texas
$390K – – –
AP
1318
Americana Partners
Texas
$389K +$301 +3 +0.1%
NAS
1319
Nicolet Advisory Services
Wisconsin
$389K +$4.22K +41 +1%
JC
1320
JB Capital
Connecticut
$389K +$18.1K +181 +5%
AC
1321
Avestar Capital
New York
$389K +$49.1K +490 +14%
KP
1322
Keel Point
Alabama
$388K +$135K +1,185 +53%
DS
1323
DRW Securities
Illinois
$388K +$388K +3,877 New
FCA
1324
FLC Capital Advisors
California
$388K – – –
TW
1325
Transform Wealth
Colorado
$387K -$22.9K -228 -6%
51 52
53
54 55