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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 %
FEM
1426
Fulcrum Equity Management
Texas
$414K -$20.1K -187 -5%
CCG
1427
Catalina Capital Group
California
$413K +$34.3K +318 +9%
SC
1428
Syon Capital
California
$411K -$97.7K -907 -19%
AWA
1429
Aaron Wealth Advisors
Illinois
$410K +$166K +1,544 +68%
AGC
1430
Aspen Grove Capital
Colorado
$409K -$53.9K -500 -12%
CAAS
1431
Capital Asset Advisory Services
Michigan
$409K +$1.83K +17 +0.4%
BOPW
1432
Brandywine Oak Private Wealth
Pennsylvania
$408K +$17.3K +161 +4%
VF
1433
Virtu Financial
New York
$408K -$1.47M -13,664 -78%
AWM
1434
Aprio Wealth Management
Georgia
$407K +$156K +1,448 +62%
MAG
1435
Mayfair Advisory Group
Alabama
$407K -$23.8K -221 -6%
GPW
1436
Genesis Private Wealth
Virginia
$405K +$405K +3,759 New
AC
1437
ASB Consultores
Florida
$405K -$22.8K -212 -5%
AC
1438
AlphaCore Capital
California
$405K +$1.08K +10 +0.3%
PWMG
1439
Pinnacle Wealth Management Group
Michigan
$404K – – –
DLA
1440
Douglas Lane & Associates
New York
$404K +$33.8K +314 +9%
MIC
1441
Meridian Investment Counsel
California
$403K – – –
AL
1442
Aspiriant LLC
California
$403K -$43.6K -405 -10%
BW
1443
BIP Wealth
Georgia
$402K +$101K +942 +34%
WA
1444
Waddell & Associates
Tennessee
$401K -$3.77K -35 -0.9%
BCMLT
1445
Beacon Capital Management LLC (Tennessee)
Tennessee
$401K -$31K -288 -7%
AWM
1446
Absher Wealth Management
North Carolina
$400K -$108 -1 -0%
SCA
1447
Strathmore Capital Advisors
North Carolina
$399K +$399K +3,702 New
WKSWA
1448
White Knight Strategic Wealth Advisors
New Jersey
$399K +$199K +1,850 +100%
NRC
1449
New Republic Capital
North Carolina
$398K +$13.4K +124 +3%
EWA
1450
ERTS Wealth Advisors
Michigan
$397K -$21.2K -197 -5%
56 57
58
59 60