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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 %
MRCM
1551
M&R Capital Management
New Jersey
$256K – – –
MAV
1552
Mason & Associates (Virginia)
Virginia
$256K +$256K +2,556 New
HB
1553
HTLF Bank
Colorado
$256K -$17.1K -171 -6%
CWM
1554
Calamos Wealth Management
Illinois
$256K +$45.2K +451 +21%
SN
1555
Sittner & Nelson
Oregon
$256K – – –
BWCS
1556
Beirne Wealth Consulting Services
Connecticut
$254K +$802 +8 +0.3%
KBFS
1557
Kohmann Bosshard Financial Services
Ohio
$253K – – –
HVP
1558
Hudson Value Partners
Florida
$253K – – –
AFG
1559
Allegheny Financial Group
Pennsylvania
$252K +$8.42K +84 +3%
MHR
1560
Matthew Hamilton Rosenberg
$251K -$29.2K -294 -10%
O
1561
Ossiam
France
$251K -$63.1K -630 -20%
WTA
1562
Washington Trust Advisors
Massachusetts
$251K -$137K -1,366 -35%
SW
1563
Schulz Wealth
Texas
$251K – – –
SJL
1564
Shayne & Jacobs LLC
Tennessee
$251K – – –
OPPS
1565
Obsidian Personal Planning Solutions
Maryland
$251K +$1.3K +13 +0.5%
RMAM
1566
Raab & Moskowitz Asset Management
New Jersey
$249K -$168K -1,674 -40%
MCM
1567
Mainstay Capital Management
Michigan
$249K +$1.1K +11 +0.4%
CAWM
1568
Capital Advisors Wealth Management
Washington
$249K -$35.7K -356 -13%
GD
1569
Grandfield & Dodd
New York
$249K – – –
SPWG
1570
Syntegra Private Wealth Group
Missouri
$249K +$249K +2,485 New
BRG
1571
Bay Rivers Group
Virginia
$248K +$7.02K +70 +3%
PBK
1572
Peoples Bank (Kansas)
Kansas
$248K -$301 -3 -0.1%
CH
1573
Cromwell Holdings
Wyoming
$247K +$247K +2,469 New
RWI
1574
Red Wave Investments
Pennsylvania
$247K – – –
EIP
1575
Ellis Investment Partners
Pennsylvania
$246K +$246K +2,457 New
61 62
63
64 65