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Duke Energy
DUK

Overview Fund Activity

2,052 hedge funds and large institutions have $58.6B invested in Duke Energy in 2024 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 788 increasing their positions, 779 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+95
Holders Change %
+4.85%
% of All Funds
29.68%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.27%
New
198
Increased
788
Reduced
779
Closed
79
Calls
$696M
Puts
$537M
Net Calls
+$159M
Net Calls Change
+$21.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$229M
2
GQG Partners
GQG Partners
Florida
+$207M
3
State Street
State Street
Massachusetts
+$194M
4
Citadel Advisors
Citadel Advisors
Florida
+$187M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$170M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$268M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$193M
3
American Century Companies
American Century Companies
Missouri
-$176M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$127M
5
APG Asset Management
APG Asset Management
Netherlands
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
1576
Kohmann Bosshard Financial Services
Ohio
$291K – – –
V
1577
VeraBank
Texas
$291K -$4.61K -40 -2%
LCM
1578
LCM Capital Management
Illinois
$290K -$7.84K -68 -3%
CAWM
1579
Capital Advisors Wealth Management
Washington
$290K +$3.46K +30 +1%
FMC
1580
First Merchants Corp
Indiana
$289K +$289K +2,507 New
SW
1581
Schulz Wealth
Texas
$289K – – –
WTA
1582
Washington Trust Advisors
Massachusetts
$289K – – –
SJL
1583
Shayne & Jacobs LLC
Tennessee
$288K – – –
MAV
1584
Mason & Associates (Virginia)
Virginia
$287K -$7.73K -67 -3%
RZH
1585
Relyea Zuckerberg Hanson
Connecticut
$287K -$17.4K -151 -6%
RWI
1586
Red Wave Investments
Pennsylvania
$287K +$2.54K +22 +0.9%
GD
1587
Grandfield & Dodd
New York
$287K – – –
SPWG
1588
Syntegra Private Wealth Group
Missouri
$287K – – –
MCM
1589
Mainstay Capital Management
Michigan
$285K -$1.27K -11 -0.4%
CWM
1590
Calamos Wealth Management
Illinois
$285K -$9.57K -83 -3%
CH
1591
Cromwell Holdings
Wyoming
$285K – – –
EIP
1592
Ellis Investment Partners
Pennsylvania
$285K +$1.27K +11 +0.4%
WAM
1593
Weatherly Asset Management
California
$284K +$34.7K +301 +14%
MAM
1594
McLean Asset Management
Virginia
$283K -$57.5K -504 -17%
FFWA
1595
FRG Family Wealth Advisors
Washington
$282K – – –
GI
1596
Gradient Investments
Minnesota
$282K +$2.54K +22 +0.9%
AFGAS
1597
Allegiance Financial Group Advisory Services
Virginia
$279K – – –
WQ
1598
Wealth Quarterback
New Jersey
$279K -$3.57K -31 -1%
LCM
1599
Lazari Capital Management
California
$279K +$3.69K +32 +1%
RCWM
1600
Royal Capital Wealth Management
Indiana
$279K – – –
62 63
64
65 66