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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 %
GSWM
1401
Golden State Wealth Management
California
$436K +$436K +4,042 New
NCM
1402
NCM Capital Management
New Jersey
$434K – – –
PPC
1403
Park Place Capital
Alabama
$434K -$47.4K -440 -10%
CI
1404
Conning Inc
Connecticut
$434K -$103K -957 -19%
ZIM
1405
Zacks Investment Management
Illinois
$434K -$9.59K -89 -2%
SEP
1406
Southland Equity Partners
Missouri
$433K +$16.7K +155 +4%
OCM
1407
One Capital Management
California
$432K +$431 +4 +0.1%
MAM
1408
Marotta Asset Management
Virginia
$429K -$4.85K -45 -1%
FWCM
1409
Ferguson Wellman Capital Management
Oregon
$429K -$6.03K -56 -1%
PPWP
1410
Premier Path Wealth Partners
New Jersey
$428K +$45K +418 +12%
VP
1411
Verum Partners
North Carolina
$428K -$16.6K -154 -4%
IA
1412
IFC Advisors
California
$427K +$427K +3,964 New
SAM
1413
Summit Asset Management
Tennessee
$426K +$86.2K +800 +25%
WP
1414
Westmount Partners
California
$426K +$3.02K +28 +0.7%
NHT
1415
New Hampshire Trust
New Hampshire
$425K +$52.1K +484 +14%
CC
1416
Callan Capital
California
$425K +$115K +1,063 +37%
OCG
1417
Opus Capital Group
Ohio
$423K -$3.13K -29 -0.7%
LWA
1418
Lantern Wealth Advisors
New York
$422K – – –
SC
1419
Searle & Co
Connecticut
$421K +$107K +993 +34%
CG
1420
CFO4Life Group
Texas
$421K +$17K +158 +4%
IPW
1421
IronBridge Private Wealth
Texas
$421K – – –
PA
1422
PFG Advisors
Arizona
$419K +$6.14K +57 +1%
AIP
1423
Almanack Investment Partners
Pennsylvania
$419K – – –
KWAG
1424
Kiely Wealth Advisory Group
North Carolina
$417K +$925 +8 +0.2%
LA
1425
Latitude Advisors
Florida
$417K -$30.3K -281 -7%
55 56
57
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