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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 %
PIMG
1451
Patriot Investment Management Group
Tennessee
$396K – – –
DAS
1452
Diversify Advisory Services
Utah
$396K +$70.2K +663 +22%
ACM
1453
Alethea Capital Management
Washington
$395K +$395K +3,662 New
GB
1454
Goepper Burkhardt
South Carolina
$394K -$168K -1,563 -30%
OS
1455
Objectivity Squared
South Carolina
$393K +$212 +2 +0.1%
FWTB
1456
First Western Trust Bank
Colorado
$393K – – –
SQA
1457
Simon Quick Advisors
New Jersey
$393K +$64.3K +597 +20%
MWP
1458
Meriwether Wealth & Planning
Louisiana
$392K +$392K +3,641 New
SAM
1459
Smith Asset Management
Florida
$392K +$392K +3,636 New
BWM
1460
Birchcreek Wealth Management
Ohio
$392K – – –
PG
1461
Prostatis Group
Maryland
$391K +$45K +418 +13%
WPA
1462
West Paces Advisors
Georgia
$391K -$7.54K -70 -2%
AC
1463
Aldebaran Capital
Indiana
$388K – – –
JIC
1464
Joel Isaacson & Co
New York
$388K -$35.9K -333 -8%
VWA
1465
VSM Wealth Advisory
Maryland
$388K +$388K +3,597 New
AIS
1466
AM Investment Strategies
Tennessee
$387K -$971 -9 -0.3%
QCIG
1467
Quad-Cities Investment Group
Iowa
$387K -$862 -8 -0.2%
BW
1468
BXM Wealth
Colorado
$387K +$387K +3,588 New
MIP
1469
Marietta Investment Partners
Wisconsin
$386K – – –
CS
1470
Cannell & Spears
New York
$385K +$385K +3,574 New
FCA
1471
FLC Capital Advisors
California
$385K -$69.8K -648 -15%
FBFS
1472
First Business Financial Services
Wisconsin
$384K +$384K +3,566 New
AWE
1473
Avidian Wealth Enterprises
Texas
$383K +$158K +1,469 +70%
WPW
1474
Waldron Private Wealth
Pennsylvania
$382K +$12K +111 +3%
AF
1475
Aldebaran Financial
$382K +$2.48K +23 +0.7%
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