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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 %
MF
1651
Meridian Financial
Massachusetts
$254K – – –
PFT
1652
Providence First Trust
Arizona
$254K – – –
VCM
1653
Virtue Capital Management
Tennessee
$254K -$21.1K -183 -8%
CAM
1654
Cozad Asset Management
Illinois
$252K -$49.2K -427 -16%
AIA
1655
Alternative Investment Advisors
Florida
$252K +$21.7K +188 +9%
RBC
1656
Roble Belko & Company
Pennsylvania
$252K – – –
CPC
1657
Consolidated Planning Corp
Georgia
$252K -$29.7K -258 -11%
PJWM
1658
Philip James Wealth Mangement
Georgia
$251K +$251K +2,180 New
SCP
1659
Sivia Capital Partners
California
$250K -$1.15K -10 -0.5%
PCS
1660
Private Client Services
Kentucky
$250K +$250K +2,168 New
JE
1661
JMAC Enterprises
Pennsylvania
$250K -$98.2K -852 -28%
CPA
1662
Capital Planning Advisors
California
$249K +$249K +2,159 New
OPPS
1663
Obsidian Personal Planning Solutions
Maryland
$248K -$39.9K -346 -14%
PWA
1664
Primoris Wealth Advisors
Florida
$248K – – –
ITIM
1665
Indiana Trust & Investment Management
Indiana
$248K – – –
AAP
1666
Arax Advisory Partners
Colorado
$246K +$4.73K +41 +2%
AG
1667
AlTi Global
New York
$245K +$1.85K +16 +0.8%
EIM
1668
Essex Investment Management
Massachusetts
$245K – – –
NWMG
1669
Nicholson Wealth Management Group
South Carolina
$245K +$245K +2,125 New
CNTOF
1670
Canandaigua National Trust of Florida
New York
$245K +$245K +2,124 New
SMA
1671
Sage Mountain Advisors
Georgia
$244K -$151K -1,313 -38%
HCA
1672
Horan Capital Advisors
Ohio
$243K – – –
CAM
1673
Cypress Asset Management
Texas
$242K -$8.65K -75 -3%
WCA
1674
Westover Capital Advisors
Delaware
$242K +$11.5K +100 +5%
FW
1675
FullCircle Wealth
Texas
$242K -$114K -971 -32%
65 66
67
68 69