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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 %
CAS
1426
CTC Alternative Strategies
Illinois
$321K +$85.2K +850 +36%
TCA
1427
Transcend Capital Advisors
New Jersey
$320K -$19.2K -192 -6%
PP
1428
PDS Planning
Ohio
$320K +$32.7K +326 +11%
CFS
1429
Commonwealth Financial Services
West Virginia
$318K -$164K -1,631 -34%
AC
1430
Apella Capital
Connecticut
$318K +$84.2K +834 +36%
LBA
1431
Letko, Brosseau & Associates
Quebec, Canada
$318K +$6.92K +69 +2%
CFS
1432
CRA Financial Services
New Jersey
$317K – – –
SAM
1433
Summit Asset Management
Tennessee
$316K +$3.61K +36 +1%
WIM
1434
WealthPlan Investment Management
Nebraska
$316K – – –
RWP
1435
Revolve Wealth Partners
New Jersey
$316K -$11.4K -114 -3%
FA
1436
Fagan Associates
New York
$316K +$17K +170 +6%
STA
1437
Smith Thornton Advisors
Alabama
$316K +$316K +3,149 New
CI
1438
CX Institutional
Indiana
$314K +$17.4K +174 +6%
SSA
1439
Sierra Summit Advisors
Nevada
$314K +$35.1K +350 +13%
XWM
1440
Xcel Wealth Management
Florida
$312K +$60.1K +600 +24%
S
1441
Sunpointe
Missouri
$312K -$99.9K -997 -24%
WA1
1442
Wimmer Associates 1
California
$312K -$6.62K -66 -2%
MWP
1443
Meridian Wealth Partners
Pennsylvania
$311K +$6.82K +68 +2%
CCG
1444
Catalina Capital Group
California
$311K +$67.2K +670 +28%
WC
1445
Westhampton Capital
North Carolina
$310K -$102K -1,014 -25%
ACI
1446
Alpha Cubed Investments
California
$310K -$4.81K -48 -2%
JWBC
1447
J.W. Burns & Co
New York
$309K – – –
SIC
1448
Sigma Investment Counselors
Michigan
$308K – – –
ECM
1449
Evergreen Capital Management
Washington
$308K +$44.2K +441 +17%
MGAM
1450
McGowan Group Asset Management
Texas
$308K +$3.71K +37 +1%
56 57
58
59 60