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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 %
CCFM
1601
Clear Creek Financial Management
Washington
$279K +$10.7K +93 +4%
SLG
1602
Stanley-Laman Group
Pennsylvania
$278K -$431K -3,738 -61%
NAMNJ
1603
NorthStar Asset Management (New Jersey)
New Jersey
$278K -$34.2K -297 -11%
PP
1604
Patron Partners
Texas
$278K +$26.1K +226 +10%
CA
1605
Calton & Associates
Florida
$277K +$277K +2,402 New
LFG
1606
Lockerman Financial Group
California
$277K -$2.65K -23 -0.9%
AA
1607
Apriem Advisors
California
$277K – – –
PMAM
1608
Penn Mutual Asset Management
Pennsylvania
$277K – – –
BST
1609
Bath Savings Trust
Maine
$276K -$5.77K -50 -2%
IC
1610
Iconiq Capital
California
$276K +$276K +2,391 New
HWM
1611
Howard Wealth Management
Connecticut
$275K +$346 +3 +0.1%
AFG
1612
Argent Financial Group
Louisiana
$275K +$275K +2,388 New
GG
1613
Gleason Group
Kentucky
$274K +$2.42K +21 +0.9%
CFO
1614
Callan Family Office
Pennsylvania
$273K +$13.5K +117 +5%
BWP
1615
Barlow Wealth Partners
Kentucky
$272K – – –
SFO
1616
Stokes Family Office
Louisiana
$272K -$57.2K -496 -17%
TFP
1617
Tilia Fiduciary Partners
North Carolina
$272K +$18K +156 +7%
LIG
1618
Lokken Investment Group
Delaware
$271K +$1.38K +12 +0.5%
PFA
1619
Pure Financial Advisors
California
$271K -$7.38K -64 -3%
PBK
1620
Peoples Bank (Kansas)
Kansas
$271K -$14.4K -125 -5%
JF
1621
Joule Financial
Kentucky
$270K +$115 +1 +0%
1WM
1622
1900 Wealth Management
Texas
$270K +$7.61K +66 +3%
HNB
1623
Hilltop National Bank
Wyoming
$269K -$8.3K -72 -3%
EIA
1624
Edgemoor Investment Advisors
Maryland
$269K -$78.8K -683 -23%
AWM
1625
Aprio Wealth Management
Georgia
$269K -$41.7K -362 -13%
63 64
65
66 67