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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 %
FC
1501
FCA Corp
Texas
$280K – – –
MSFP
1502
Mark Sheptoff Financial Planning
Connecticut
$279K – – –
WP
1503
WMS Partners
Maryland
$279K +$279K +2,785 New
CNBTD
1504
Citizens National Bank Trust Department
Mississippi
$279K +$20.5K +205 +8%
DAS
1505
Diversify Advisory Services
Utah
$278K -$98.7K -978 -26%
BIA
1506
Beacon Investment Advisors
Maryland
$278K -$1.8K -18 -0.6%
FFWA
1507
FRG Family Wealth Advisors
Washington
$277K – – –
BWM
1508
Blossom Wealth Management
California
$277K -$3.51K -35 -1%
SAW
1509
Signal Advisors Wealth
Michigan
$276K +$276K +2,758 New
SCA
1510
Stokes Capital Advisors
South Carolina
$276K -$48.3K -482 -15%
BW
1511
BIP Wealth
Georgia
$276K +$12K +120 +5%
VCAM
1512
Van Cleef Asset Management
Ohio
$276K – – –
BTWM
1513
Brass Tax Wealth Management
Ohio
$275K +$1.2K +12 +0.4%
CRI
1514
Colonial River Investments
Virginia
$275K -$142K -1,417 -34%
SQA
1515
Simon Quick Advisors
New Jersey
$274K +$274K +2,736 New
TWA
1516
TCI Wealth Advisors
Arizona
$274K +$274K +2,735 New
EWM
1517
Executive Wealth Management
Michigan
$274K +$18.4K +184 +7%
FFC
1518
First Financial Corp
Indiana
$273K -$95.2K -950 -26%
CPSC
1519
Carl P. Sherr & Co
Massachusetts
$273K – – –
AW
1520
Alaethes Wealth
Nevada
$273K – – –
CBT
1521
Central Bank & Trust
Kentucky
$272K +$18.4K +184 +7%
NAMNJ
1522
NorthStar Asset Management (New Jersey)
New Jersey
$271K +$1.8K +18 +0.7%
OBWG
1523
Onyx Bridge Wealth Group
New York
$271K +$802 +8 +0.3%
AWM
1524
Aprio Wealth Management
Georgia
$270K +$270K +2,696 New
BTWM
1525
Baker Tilly Wealth Management
Wisconsin
$270K -$1.23M -12,281 -82%
59 60
61
62 63