DUK icon

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 %
LAM
1476
L2 Asset Management
Massachusetts
$296K +$24.6K +245 +9%
MFWP
1477
Mosaic Family Wealth Partners
Missouri
$296K +$5.31K +53 +2%
NSIM
1478
North Star Investment Management
Illinois
$295K -$11.5K -115 -4%
IAMOG
1479
Investors Asset Management of Georgia
Georgia
$295K – – –
ASC
1480
Atalanta Sosnoff Capital
New York
$294K -$12.5K -125 -4%
CC
1481
Cadinha & Co
Hawaii
$294K – – –
Kayne Anderson Rudnick Investment Management
1482
Kayne Anderson Rudnick Investment Management
California
$292K +$601 +6 +0.2%
AMM
1483
American Money Management
California
$292K -$3.41K -34 -1%
HWMG
1484
Hurlow Wealth Management Group
Indiana
$290K -$10.5K -105 -4%
VCP
1485
Verus Capital Partners
Arizona
$289K +$18.6K +186 +7%
UCI
1486
Uncommon Cents Investing
Wisconsin
$289K +$10K +100 +4%
OFG
1487
Oxford Financial Group
Indiana
$289K +$289K +2,882 New
SIG
1488
Spinnaker Investment Group
California
$289K +$3.11K +31 +1%
WKWM
1489
Walter & Keenan Wealth Management
Indiana
$288K +$288K +2,873 New
BCMO
1490
Buckingham Capital Management (Ohio)
Ohio
$288K – – –
BCG
1491
Breakwater Capital Group
New Jersey
$287K -$4.91K -49 -2%
NW
1492
NewEdge Wealth
Pennsylvania
$287K -$57.4K -573 -17%
SFO
1493
Stokes Family Office
Louisiana
$286K +$21.1K +211 +8%
OHWA
1494
Oak Hill Wealth Advisors
Virginia
$285K +$285K +2,839 New
MA
1495
MJP Associates
Connecticut
$284K -$22K -219 -7%
EWM
1496
Elmwood Wealth Management
California
$282K -$2.51K -25 -0.9%
QWP
1497
Quotient Wealth Partners
Texas
$282K +$34.5K +344 +14%
ATS
1498
Ashton Thomas Securities
New York
$281K +$281K +3,640 New
AWE
1499
Avidian Wealth Enterprises
Texas
$281K +$51.6K +515 +23%
MSFS
1500
Main Street Financial Solutions
Pennsylvania
$280K +$42.1K +420 +18%
58 59
60
61 62