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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 %
FBT
1401
First Bankers Trust
Kentucky
$338K -$2.11K -21 -0.6%
PCA
1402
Prosperity Capital Advisors
Ohio
$338K -$340K -3,391 -50%
OFS
1403
OMC Financial Services
New York
$337K +$400 +4 +0.1%
WBWA
1404
William B. Walkup & Associates
South Carolina
$337K +$337K +3,358 New
DJSG
1405
D.J. St. Germain
Massachusetts
$331K -$7.52K -75 -2%
WPW
1406
Waldron Private Wealth
Pennsylvania
$331K +$12.6K +126 +4%
MCM
1407
Marathon Capital Management
Maryland
$330K -$5.01K -50 -1%
FW
1408
FullCircle Wealth
Texas
$330K +$330K +3,036 New
CIA
1409
Cladis Investment Advisory
Montana
$330K – – –
MAM
1410
MWA Asset Management
Massachusetts
$329K -$5.01K -50 -1%
CIS
1411
Connors Investor Services
Pennsylvania
$329K – – –
MWA
1412
Muirfield Wealth Advisors
North Carolina
$328K +$3.21K +32 +1%
MFGM
1413
Marshall Financial Group (Maryland)
Maryland
$328K -$2.17M -21,659 -87%
C
1414
Certuity
Florida
$327K +$36.7K +366 +13%
SIC
1415
Sterling Investment Counsel
New York
$327K -$66.2K -660 -17%
FH
1416
FWG Holdings
Florida
$327K +$857 +8 +0.3%
OKSA
1417
O'Keefe Stevens Advisory
New York
$326K +$61.2K +611 +23%
PAI
1418
Pittenger & Anderson Inc
Nebraska
$326K – – –
AFAS
1419
Acorn Financial Advisory Services
Virginia
$325K -$401 -4 -0.1%
LIA
1420
LBMC Investment Advisors
Tennessee
$325K +$100 +1 +0%
SIG
1421
Sargent Investment Group
Maryland
$324K -$1K -10 -0.3%
HGA
1422
Hobbs Group Advisors
South Carolina
$324K +$324K +3,228 New
OWM
1423
OneAscent Wealth Management
Alabama
$323K -$220K -2,190 -40%
CIG
1424
Cascade Investment Group
Colorado
$321K -$20K -200 -6%
MA
1425
MCF Advisors
Kentucky
$321K +$18K +180 +6%
55 56
57
58 59