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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 %
LOIP
1601
Live Oak Investment Partners
Texas
$314K – – –
RBWA
1602
RFG - Bristol Wealth Advisors
Massachusetts
$313K +$313K +2,909 New
QC
1603
Quent Capital
New York
$313K -$39.2K -364 -11%
MSWMA
1604
Market Street Wealth Management Advisors
Indiana
$313K -$7.54K -70 -2%
CWM
1605
Centurion Wealth Management
Virginia
$313K -$10.4K -97 -3%
FC
1606
FORA Capital
Florida
$312K +$312K +2,897 New
RSWM
1607
Robertson Stephens Wealth Management
California
$312K +$4.96K +46 +2%
BCMO
1608
Buckingham Capital Management (Ohio)
Ohio
$312K +$3.56K +33 +1%
TAM
1609
Titleist Asset Management
Texas
$311K +$2.37K +22 +0.8%
JC
1610
JB Capital
Connecticut
$309K -$44.4K -412 -13%
XT
1611
XTX Topco
Cayman Islands
$309K +$309K +2,869 New
ISFAN
1612
Investor's Fiduciary Advisor Network
Washington
$309K +$309K +2,874 New
BWM
1613
Baron Wealth Management
Michigan
$308K +$14.2K +132 +5%
HF
1614
Holcombe Financial
Georgia
$307K +$307K +2,853 New
FH
1615
FWG Holdings
Florida
$306K +$679 +6 +0.2%
CWM
1616
Calamos Wealth Management
Illinois
$305K +$38.7K +359 +15%
FHC
1617
First Heartland Consultants
Missouri
$304K -$236K -2,187 -44%
HIS
1618
Horizon Investment Services
Indiana
$303K -$130K -1,208 -30%
ASC
1619
Atalanta Sosnoff Capital
New York
$303K -$13.8K -128 -4%
MAV
1620
Mason & Associates (Virginia)
Virginia
$303K +$34.5K +320 +13%
UAS
1621
United Asset Strategies
New York
$302K -$3.45K -32 -1%
RZH
1622
Relyea Zuckerberg Hanson
Connecticut
$302K +$34.4K +319 +13%
RMAM
1623
Raab & Moskowitz Asset Management
New Jersey
$301K – – –
HWA
1624
Heartwood Wealth Advisors
Virginia
$300K -$21.5K -200 -7%
GCM
1625
Generation Capital Management
New York
$300K +$300K +2,785 New
63 64
65
66 67