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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 %
Nomura Holdings
1526
Nomura Holdings
Japan
$269K -$2.94M -29,368 -92%
BWP
1527
Barlow Wealth Partners
Kentucky
$268K – – –
ST
1528
Smithfield Trust
Pennsylvania
$268K -$14.7K -147 -5%
RDFA
1529
Ritter Daniher Financial Advisory
Ohio
$268K +$200 +2 +0.1%
WMA
1530
West Michigan Advisors
Michigan
$267K -$67.3K -671 -20%
SMH
1531
Sanders Morris Harris
Texas
$266K – – –
GHAM
1532
Gilman Hill Asset Management
Connecticut
$265K – – –
RZH
1533
Relyea Zuckerberg Hanson
Connecticut
$264K +$264K +2,638 New
BWM
1534
Baron Wealth Management
Michigan
$264K – – –
PIP
1535
Peachtree Investment Partners
Florida
$264K +$2.21K +22 +0.8%
KIA
1536
Kraematon Investment Advisors
Massachusetts
$264K -$6.42K -64 -2%
FPWM
1537
FSB Premier Wealth Management
Iowa
$263K -$18.9K -189 -7%
CAM
1538
Cozad Asset Management
Illinois
$262K -$69.5K -693 -21%
GAM
1539
Griffin Asset Management
New York
$262K +$1.3K +13 +0.5%
PWM
1540
Partnership Wealth Management
Maryland
$262K – – –
USB
1541
Union Savings Bank
Connecticut
$259K +$20.1K +201 +8%
SL
1542
Sentinus LLC
Illinois
$259K +$259K +2,587 New
RPC
1543
Rossmore Private Capital
Connecticut
$259K – – –
LCM
1544
LCM Capital Management
Illinois
$259K +$33.3K +332 +15%
RFS
1545
Richardson Financial Services
Massachusetts
$257K -$47K -469 -15%
CAL
1546
Capital Analysts LLC
Pennsylvania
$257K +$37.9K +379 +17%
V
1547
VeraBank
Texas
$257K – – –
VCM
1548
Virtue Capital Management
Tennessee
$257K -$9.92K -92 -4%
VF
1549
Vest Financial
Virginia
$257K -$6.72K -67 -3%
AWM
1550
Absher Wealth Management
North Carolina
$257K -$5.51K -55 -2%
60 61
62
63 64