DUK icon

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 %
ST
1301
Spinnaker Trust
Maine
$519K -$3.45K -32 -0.7%
TWP
1302
Tyche Wealth Partners
Texas
$519K – – –
WFM
1303
Wolff Financial Management
Michigan
$518K – – –
AP
1304
Americana Partners
Texas
$518K +$14.5K +135 +3%
HI
1305
Hendershot Investments
Virginia
$518K -$27.5K -255 -5%
RMDI
1306
R.M. Davis Inc
Maine
$516K +$105K +971 +25%
OHWA
1307
Oak Hill Wealth Advisors
Virginia
$514K +$514K +4,773 New
BHWM
1308
Bar Harbor Wealth Management
New Hampshire
$514K -$3.88K -36 -0.7%
MCWS
1309
McKinley Carter Wealth Services
West Virginia
$513K +$8.3K +77 +2%
SIMG
1310
Sonora Investment Management Group
Arizona
$510K +$94.1K +873 +23%
FLPIM
1311
F.L. Putnam Investment Management
Massachusetts
$507K +$13.9K +129 +3%
FDDB
1312
Fidelity D&D Bancorp
Pennsylvania
$507K -$49.9K -463 -9%
GS
1313
GTS Securities
New York
$506K -$1.39M -12,896 -73%
SS
1314
Sunbelt Securities
Texas
$506K +$86.8K +806 +21%
MS
1315
Maven Securities
Jersey
$505K +$505K +4,691 New
QT
1316
Quantbot Technologies
New York
$504K +$504K +4,678 New
AAIM
1317
Asset Advisors Investment Management
Georgia
$503K -$40K -371 -7%
TVM
1318
True Vision MN
Minnesota
$502K -$7.11K -66 -1%
CCM
1319
Chiron Capital Management
Florida
$501K -$267K -2,479 -35%
TIA
1320
Traphagen Investment Advisors
New Jersey
$500K -$24.2K -225 -5%
PWAM
1321
Pinnacle West Asset Management
Wyoming
$500K +$10.8K +100 +2%
RAG
1322
RIA Advisory Group
Iowa
$500K +$11.7K +109 +2%
DJSG
1323
D.J. St. Germain
Massachusetts
$498K +$178K +1,651 +56%
PAMG
1324
Patton Albertson Miller Group
Tennessee
$496K -$10K -93 -2%
PCM
1325
Princeton Capital Management
New Jersey
$495K +$36.1K +335 +8%
51 52
53
54 55