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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 %
BFAG
1501
Blackston Financial Advisory Group
Florida
$364K -$56.6K -525 -13%
TFO
1502
Timonier Family Office
North Carolina
$363K +$363K +3,372 New
UF
1503
Univest Financial
Pennsylvania
$362K – – –
CFS
1504
CRA Financial Services
New Jersey
$362K +$21.5K +200 +6%
JWBC
1505
J.W. Burns & Co
New York
$362K +$29.5K +274 +9%
SWA
1506
Strategies Wealth Advisors
Michigan
$361K +$361K +3,106 New
MA
1507
MKT Advisors
California
$360K -$21.5K -197 -6%
WBWA
1508
William B. Walkup & Associates
South Carolina
$360K -$1.83K -17 -0.5%
CFS
1509
Commonwealth Financial Services
West Virginia
$360K +$22.2K +206 +7%
CT
1510
Clearstead Trust
Maine
$360K -$18.5K -172 -5%
SIA
1511
Soltis Investment Advisors
Utah
$359K -$36.3K -337 -9%
SLT
1512
St Louis Trust
Missouri
$359K – – –
FRA
1513
Front Row Advisors
California
$357K -$10.7K -99 -3%
CFA
1514
CWS Financial Advisors
Michigan
$356K -$70K -650 -16%
ECM
1515
Evergreen Capital Management
Washington
$356K +$24.5K +227 +7%
BMC
1516
Beaton Management Company
Massachusetts
$356K -$10.7K -99 -3%
TPWA
1517
TRUE Private Wealth Advisors
Oregon
$356K -$4.53K -42 -1%
FBT
1518
First Bankers Trust
Kentucky
$355K -$7.65K -71 -2%
MWA
1519
Muirfield Wealth Advisors
North Carolina
$355K -$1.29K -12 -0.4%
AG
1520
AmeriFlex Group
Nevada
$355K +$355K +3,166 New
MFWP
1521
Mosaic Family Wealth Partners
Missouri
$354K -$11.1K -103 -3%
CIA
1522
Cladis Investment Advisory
Montana
$354K – – –
SAM
1523
Sawgrass Asset Management
Florida
$353K -$16.3K -151 -4%
MCM
1524
Marathon Capital Management
Maryland
$353K -$2.69K -25 -0.8%
FPW
1525
Fairvoy Private Wealth
Alabama
$353K +$353K +3,272 New
59 60
61
62 63