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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 %
VAS
1476
Vestmark Advisory Solutions
Massachusetts
$382K +$86.7K +805 +29%
PIAS
1477
PCA Investment Advisory Services
Ohio
$382K +$5.5K +51 +1%
AWAP
1478
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$382K -$52.4K -486 -12%
HS
1479
Horan Securities
United States
$381K -$37.7K -350 -9%
CFG
1480
Clayton Financial Group
Missouri
$381K +$15.7K +146 +4%
RFA
1481
Resurgent Financial Advisors
Georgia
$380K -$101K -934 -21%
FMI
1482
F/M Investments
District of Columbia
$380K -$966K -8,963 -72%
KWMG
1483
King Wealth Management Group
Florida
$379K – – –
MIC
1484
Means Investment Company
Maine
$375K +$1.94K +18 +0.5%
KSB
1485
Kennebec Savings Bank
Maine
$374K -$11.3K -106 -3%
VFP
1486
Verus Financial Partners
Virginia
$373K +$212 +2 +0.1%
PCA
1487
Pallas Capital Advisors
Massachusetts
$372K +$10.2K +95 +3%
FAM
1488
Flaharty Asset Management
Florida
$371K -$22.8K -212 -6%
LSPW
1489
Lake Street Private Wealth
Illinois
$371K -$99.7K -925 -21%
SFP
1490
Sandbox Financial Partners
Maryland
$370K -$1.51K -14 -0.4%
BTWM
1491
Brass Tax Wealth Management
Ohio
$370K +$1.83K +17 +0.5%
FBC
1492
Fairfield, Bush & Co
Connecticut
$370K – – –
FCFC
1493
First Citizens Financial Corp
Iowa
$369K – – –
API
1494
Asset Planning Inc
California
$369K +$369K +3,426 New
MA
1495
MJP Associates
Connecticut
$366K +$8.4K +78 +2%
SAI
1496
Savvy Advisors Inc
New York
$366K +$124K +1,149 +51%
BC
1497
Burney Company
Virginia
$365K – – –
C
1498
Certuity
Florida
$364K +$83K +770 +30%
OFS
1499
OMC Financial Services
New York
$364K +$755 +7 +0.2%
PP
1500
PDS Planning
Ohio
$364K +$13.7K +127 +4%
58 59
60
61 62