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Duke Energy
DUK

Overview Fund Activity

2,052 hedge funds and large institutions have $58.6B invested in Duke Energy in 2024 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 788 increasing their positions, 779 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+95
Holders Change %
+4.85%
% of All Funds
29.68%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.27%
New
198
Increased
788
Reduced
779
Closed
79
Calls
$696M
Puts
$537M
Net Calls
+$159M
Net Calls Change
+$21.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$229M
2
GQG Partners
GQG Partners
Florida
+$207M
3
State Street
State Street
Massachusetts
+$194M
4
Citadel Advisors
Citadel Advisors
Florida
+$187M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$170M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$268M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$193M
3
American Century Companies
American Century Companies
Missouri
-$176M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$127M
5
APG Asset Management
APG Asset Management
Netherlands
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBWA
1426
William B. Walkup & Associates
South Carolina
$387K – – –
TPWA
1427
TRUE Private Wealth Advisors
Oregon
$385K -$7.27K -63 -2%
SLT
1428
St Louis Trust
Missouri
$384K -$216K -1,874 -36%
MA
1429
MJP Associates
Connecticut
$383K +$56.4K +489 +17%
DSC
1430
Duncker Streett & Co
Missouri
$383K -$16.8K -146 -4%
4WM
1431
44 Wealth Management
Oregon
$382K +$382K +3,167 New
HGA
1432
Hobbs Group Advisors
South Carolina
$382K +$9.46K +82 +3%
ABWM
1433
Alpine Bank Wealth Management
Colorado
$382K +$382K +3,309 New
MWA
1434
Muirfield Wealth Advisors
North Carolina
$381K +$3.46K +30 +0.9%
NAS
1435
Nicolet Advisory Services
Wisconsin
$381K -$57.2K -494 -13%
MAM
1436
MWA Asset Management
Massachusetts
$380K +$1.73K +15 +0.5%
MCM
1437
Marathon Capital Management
Maryland
$380K – – –
CIA
1438
Cladis Investment Advisory
Montana
$379K – – –
CIM
1439
CIM Investment Management
Pennsylvania
$379K -$11.9K -103 -3%
CIS
1440
Connors Investor Services
Pennsylvania
$379K – – –
JC
1441
JB Capital
Connecticut
$378K -$69.1K -599 -15%
ACP
1442
Aveo Capital Partners
Colorado
$378K -$32.4K -281 -8%
RWP
1443
Revolve Wealth Partners
New Jersey
$378K +$14.4K +125 +4%
QC
1444
Quent Capital
New York
$377K -$12K -104 -3%
NPF
1445
Norris Perne & French
Michigan
$377K -$20.4K -177 -5%
SIC
1446
Sterling Investment Counsel
New York
$376K – – –
MA
1447
MCF Advisors
Kentucky
$376K +$7.26K +63 +2%
PP
1448
PDS Planning
Ohio
$375K +$6.8K +59 +2%
AFAS
1449
Acorn Financial Advisory Services
Virginia
$374K +$115 +1 +0%
LIA
1450
LBMC Investment Advisors
Tennessee
$374K +$115 +1 +0%
56 57
58
59 60