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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 %
WAG
1451
Wiser Advisor Group
Arizona
$308K +$21.5K +215 +8%
PIM
1452
Plato Investment Management
Australia
$308K – – –
RSWM
1453
Robertson Stephens Wealth Management
California
$307K +$2.91K +29 +1%
LIA
1454
LSP Investment Advisors
New York
$307K – – –
MAM
1455
McLean Asset Management
Virginia
$307K +$43.9K +427 +17%
BBNB
1456
Baker Boyer National Bank
Washington
$306K – – –
EB
1457
Exchange Bank
California
$305K – – –
BSSFA
1458
Baron Silver Stevens Financial Advisors
Florida
$305K -$16.8K -168 -5%
JWM
1459
Jackson Wealth Management
Florida
$305K – – –
BFA
1460
Buttonwood Financial Advisors
Maryland
$305K -$100K -1,000 -25%
LC
1461
Lindbrook Capital
California
$305K +$96.8K +966 +47%
CW
1462
Channel Wealth
California
$303K -$13.1K -131 -4%
JE
1463
JMAC Enterprises
Pennsylvania
$303K -$49.7K -496 -14%
SF
1464
Slagle Financial
Illinois
$302K -$26K -259 -8%
EIA
1465
Edgemoor Investment Advisors
Maryland
$302K +$54.4K +543 +22%
SXL
1466
Summit X LLC
Missouri
$302K +$58.1K +574 +24%
DIA
1467
Davidson Investment Advisors
Montana
$301K +$301K +3,000 New
TAM
1468
Titleist Asset Management
Texas
$300K +$300K +2,996 New
SEIA
1469
Signature Estate & Investment Advisors
California
$300K +$300K +2,990 New
HWA
1470
Heartwood Wealth Advisors
Virginia
$299K +$299K +2,987 New
BTW
1471
Boston Trust Walden
Massachusetts
$299K – – –
MSWMA
1472
Market Street Wealth Management Advisors
Indiana
$297K -$9.32K -93 -3%
ICP
1473
Interchange Capital Partners
Pennsylvania
$297K +$297K +2,962 New
NHT
1474
New Hampshire Trust
New Hampshire
$297K -$8.42K -84 -3%
CCA
1475
Cravens & Co Advisors
Tennessee
$296K -$22.8K -227 -7%
57 58
59
60 61