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Duke Energy
DUK

Overview Fund Activity

1,901 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 735 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.55%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
735
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$108M
2
ECM
ExodusPoint Capital Management
New York
+$106M
3
Cohen & Steers
Cohen & Steers
New York
+$103M
4
Marshall Wace
Marshall Wace
United Kingdom
+$94.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$83.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$955M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$327M
3
State Street
State Street
Massachusetts
-$313M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$249M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFC
1326
First Citizens Financial Corp
Iowa
$365K – – –
NAS
1327
Nicolet Advisory Services
Wisconsin
$364K +$150K +1,542 +70%
FBC
1328
Fairfield, Bush & Co
Connecticut
$362K +$140K +1,450 +63%
CASC
1329
Coppell Advisory Solutions Corp
Texas
$361K +$361K +3,736 New
AF
1330
Aldebaran Financial
$360K -$31.4K -325 -8%
RMCM
1331
Reynders McVeigh Capital Management
Massachusetts
$360K +$15.5K +160 +4%
PWMG
1332
Pinnacle Wealth Management Group
Michigan
$360K +$48.4K +500 +16%
EGM
1333
Engineers Gate Manager
New York
$360K +$360K +3,719 New
WKSWA
1334
White Knight Strategic Wealth Advisors
New Jersey
$359K +$11.6K +120 +3%
PGF
1335
Plan Group Financial
Oklahoma
$359K +$359K +3,714 New
DAS
1336
Diversify Advisory Services
Utah
$359K +$359K +3,734 New
JC
1337
JB Capital
Connecticut
$358K +$2.8K +29 +0.8%
AF
1338
Advisornet Financial
Minnesota
$358K +$150K +1,556 +73%
AWM
1339
Accel Wealth Management
Iowa
$357K -$2.42K -25 -0.7%
SIMG
1340
Sonora Investment Management Group
Arizona
$357K -$290 -3 -0.1%
FFC
1341
First Financial Corp
Indiana
$355K -$152K -1,575 -30%
BFM
1342
Boston Financial Management
Massachusetts
$355K -$67K -693 -16%
KWAG
1343
Kiely Wealth Advisory Group
North Carolina
$354K +$790 +8 +0.2%
OS
1344
Objectivity Squared
South Carolina
$354K +$14.8K +155 +4%
DWM
1345
Darwin Wealth Management
Florida
$354K +$193 +2 +0.1%
WA
1346
Waddell & Associates
Tennessee
$353K -$101K -1,044 -22%
FWTB
1347
First Western Trust Bank
Colorado
$353K +$5.61K +58 +2%
FWM
1348
ForthRight Wealth Management
Georgia
$353K +$2.03K +21 +0.6%
IPW
1349
IronBridge Private Wealth
Texas
$353K – – –
MM
1350
MQS Management
New York
$353K +$353K +3,647 New
52 53
54
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