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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 %
NG
1626
Novem Group
New York
$300K +$300K +2,784 New
CNBTD
1627
Citizens National Bank Trust Department
Mississippi
$300K – – –
AAMC
1628
Asset Allocation & Management Company
Illinois
$299K +$299K +2,775 New
CNBOF
1629
City National Bank of Florida
Florida
$299K +$299K +2,774 New
SW
1630
Simplicity Wealth
New Jersey
$299K +$79.7K +740 +36%
PBK
1631
Peoples Bank (Kansas)
Kansas
$298K +$44.8K +416 +18%
BWM
1632
Blossom Wealth Management
California
$297K – – –
CPC
1633
Consolidated Planning Corp
Georgia
$297K +$61.4K +570 +26%
VCAM
1634
Van Cleef Asset Management
Ohio
$296K – – –
WCP
1635
Wealthcare Capital Partners
Pennsylvania
$296K +$296K +2,748 New
DOA
1636
D'Orazio & Associates
Virginia
$296K +$20K +186 +7%
ICP
1637
Interchange Capital Partners
Pennsylvania
$295K -$23.3K -216 -7%
IPWA
1638
International Private Wealth Advisors
California
$295K +$295K +2,739 New
PCMF
1639
Private Capital Management (Florida)
Florida
$295K – – –
OBWG
1640
Onyx Bridge Wealth Group
New York
$294K +$2.26K +21 +0.8%
CPSC
1641
Carl P. Sherr & Co
Massachusetts
$293K – – –
CBT
1642
Central Bank & Trust
Kentucky
$293K – – –
EWM
1643
Elmwood Wealth Management
California
$292K – – –
CFG
1644
Chapman Financial Group
Hawaii
$291K +$291K +2,702 New
CCC
1645
Chelsea Counsel Company
California
$291K – – –
FFG
1646
Fiduciary Financial Group
California
$291K +$291K +2,748 New
BFA
1647
Buttonwood Financial Advisors
Maryland
$291K -$13K -121 -4%
TC
1648
Truvestments Capital
Florida
$291K +$1.4K +13 +0.5%
MSFP
1649
Mark Sheptoff Financial Planning
Connecticut
$289K -$5.39K -50 -2%
MHR
1650
Matthew Hamilton Rosenberg
$289K +$1.4K +13 +0.5%
64 65
66
67 68