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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 %
BWM
1551
BKM Wealth Management
Wisconsin
$341K +$63.3K +587 +23%
SEIA
1552
Signature Estate & Investment Advisors
California
$341K -$3.56K -33 -1%
WMA
1553
West Michigan Advisors
Michigan
$340K +$53.8K +499 +19%
YLHM
1554
Yelin Lapidot Holdings Management
Israel
$340K +$138K +1,282 +69%
TCA
1555
Transcend Capital Advisors
New Jersey
$339K +$21.5K +200 +7%
XWM
1556
Xcel Wealth Management
Florida
$338K – – –
EFSCE
1557
Enterprise Financial Services Corp (EFSC)
Missouri
$337K -$48.1K -446 -12%
WOC
1558
West Oak Capital
California
$337K – – –
BHPW
1559
Beverly Hills Private Wealth
California
$334K -$11.5K -107 -3%
EAM
1560
Everstar Asset Management
North Carolina
$334K +$29.1K +270 +10%
WC
1561
Westhampton Capital
North Carolina
$334K – – –
QWP
1562
Quotient Wealth Partners
Texas
$334K +$28.7K +266 +9%
NCFG
1563
New Century Financial Group
New Jersey
$333K +$84.2K +781 +34%
AWA
1564
AmeriServ Wealth Advisors
Pennsylvania
$333K +$333K +3,091 New
TBT
1565
Texas Bank & Trust
Texas
$332K +$332K +3,085 New
FAN
1566
Financial Advisors Network
California
$332K +$332K +3,080 New
SIC
1567
Sigma Investment Counselors
Michigan
$332K – – –
MGAM
1568
McGowan Group Asset Management
Texas
$331K +$216 +2 +0.1%
CCA
1569
Childress Capital Advisors
Texas
$331K -$15.5K -144 -4%
USB
1570
Union Savings Bank
Connecticut
$331K – – –
CW
1571
Channel Wealth
California
$331K +$2.69K +25 +0.8%
GWA
1572
GGM Wealth Advisors
Maryland
$331K -$54.2K -503 -14%
CL
1573
CVFG LLC
Indiana
$330K +$330K +3,064 New
LIA
1574
LSP Investment Advisors
New York
$330K – – –
AWM
1575
Accel Wealth Management
Iowa
$330K -$77.8K -722 -19%
61 62
63
64 65