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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 %
RFS
1626
Richardson Financial Services
Massachusetts
$269K +$10.1K +100 +4%
PFA
1627
Pettinga Financial Advisors
Indiana
$267K – – –
NCFG
1628
New Century Financial Group
New Jersey
$267K +$18.2K +158 +7%
VFPW
1629
Vantage Financial Partners (Wisconsin)
Wisconsin
$267K +$1.15K +10 +0.4%
BCCM
1630
Bridge Creek Capital Management
Massachusetts
$266K – – –
TA
1631
TrueWealth Advisors
Alabama
$264K +$4.96K +43 +2%
GA
1632
Geller Advisors
New York
$263K +$9.92K +86 +4%
TWM
1633
Tradition Wealth Management
Minnesota
$262K +$1.5K +13 +0.6%
MAM
1634
Mainsail Asset Management
Alabama
$262K – – –
AWS
1635
Arkfeld Wealth Strategies
Nebraska
$262K +$1.71K +15 +0.7%
LRPA
1636
L. Roy Papp & Associates
Arizona
$261K +$15.1K +131 +6%
FG
1637
Foster Group
Iowa
$261K +$9.46K +82 +4%
FMTCOCP
1638
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$261K – – –
NB
1639
Nicolet Bankshares
Wisconsin
$260K – – –
AWA
1640
Aaron Wealth Advisors
Illinois
$260K +$260K +2,257 New
CWM
1641
CarsonAllaria Wealth Management
Illinois
$260K -$14.4K -125 -5%
SAI
1642
Savvy Advisors Inc
New York
$259K +$259K +2,249 New
MPCG
1643
Matrix Private Capital Group
New York
$259K – – –
OWA
1644
Opal Wealth Advisors
New York
$259K +$14.3K +124 +6%
PIA
1645
Pinion Investment Advisors
Kansas
$258K -$7.5K -65 -3%
OL
1646
Optas LLC
Texas
$258K -$3.34K -29 -1%
MKC
1647
M. Kraus & Co
Vermont
$257K – – –
BRG
1648
Bay Rivers Group
Virginia
$256K -$28.8K -250 -10%
PB
1649
Pinnacle Bancorp
Nebraska
$256K – – –
AWP
1650
Atlas Wealth Partners
Pennsylvania
$255K +$255K +2,208 New
64 65
66
67 68