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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 %
JWBC
1476
J.W. Burns & Co
New York
$355K – – –
ECM
1477
Evergreen Capital Management
Washington
$355K +$922 +8 +0.3%
SIC
1478
Sigma Investment Counselors
Michigan
$355K – – –
MGAM
1479
McGowan Group Asset Management
Texas
$354K +$346 +3 +0.1%
USB
1480
Union Savings Bank
Connecticut
$354K +$55.8K +484 +19%
LIA
1481
LSP Investment Advisors
New York
$353K – – –
LAM
1482
L2 Asset Management
Massachusetts
$353K +$11.9K +103 +3%
WA1
1483
Wimmer Associates 1
California
$352K -$6.34K -55 -2%
BBNB
1484
Baker Boyer National Bank
Washington
$352K – – –
SQA
1485
Simon Quick Advisors
New Jersey
$351K +$36K +312 +11%
CW
1486
Channel Wealth
California
$351K +$2.54K +22 +0.7%
EB
1487
Exchange Bank
California
$351K – – –
BSSFA
1488
Baron Silver Stevens Financial Advisors
Florida
$351K – – –
JWM
1489
Jackson Wealth Management
Florida
$351K – – –
UCI
1490
Uncommon Cents Investing
Wisconsin
$347K +$14.4K +125 +4%
CWM
1491
Centurion Wealth Management
Virginia
$346K +$346K +3,001 New
DIA
1492
Davidson Investment Advisors
Montana
$346K – – –
HWA
1493
Heartwood Wealth Advisors
Virginia
$344K – – –
NSIM
1494
North Star Investment Management
Illinois
$344K +$4.38K +38 +1%
MSWMA
1495
Market Street Wealth Management Advisors
Indiana
$343K +$1.61K +14 +0.5%
DJSG
1496
D.J. St. Germain
Massachusetts
$342K -$38.4K -333 -10%
ICP
1497
Interchange Capital Partners
Pennsylvania
$341K -$346 -3 -0.1%
TAM
1498
Tucker Asset Management
Colorado
$341K -$101K -879 -23%
TCA
1499
Transcend Capital Advisors
New Jersey
$340K -$28.5K -247 -8%
IAMOG
1500
Investors Asset Management of Georgia
Georgia
$340K – – –
58 59
60
61 62