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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 %
PIP
1651
Peachtree Investment Partners
Florida
$288K -$1.08K -10 -0.4%
FPWM
1652
FSB Premier Wealth Management
Iowa
$288K +$11.6K +108 +4%
RDFA
1653
Ritter Daniher Financial Advisory
Ohio
$288K +$215 +2 +0.1%
KIA
1654
Kraematon Investment Advisors
Massachusetts
$288K +$2.16K +20 +0.8%
AA
1655
ALPS Advisors
Colorado
$287K -$21.8M -202,725 -99%
NAS
1656
Nicolet Advisory Services
Wisconsin
$287K -$61K -576 -18%
MHC
1657
May Hill Capital
Massachusetts
$287K +$287K +2,664 New
Optiver Holding
1658
Optiver Holding
Netherlands
$285K +$59.8K +555 +27%
SIG
1659
Spinnaker Investment Group
California
$284K -$25K -232 -8%
GAM
1660
Griffin Asset Management
New York
$284K +$1.4K +13 +0.5%
LAS
1661
Lloyd Advisory Services
Georgia
$283K -$14.3K -133 -5%
PK
1662
Pflug Koory
Nebraska
$283K – – –
CCA
1663
Cravens & Co Advisors
Tennessee
$283K +$10.6K +98 +4%
NSAM
1664
North Star Asset Management
Wisconsin
$282K +$66.4K +616 +31%
RCWM
1665
Royal Capital Wealth Management
Indiana
$282K +$21.8K +202 +8%
PCP
1666
Proficio Capital Partners
Massachusetts
$282K +$282K +2,615 New
PWM
1667
Partnership Wealth Management
Maryland
$281K – – –
OL
1668
Optas LLC
Texas
$281K +$40.4K +375 +17%
ST
1669
Smithfield Trust
Pennsylvania
$281K -$6.36K -59 -2%
WSA
1670
Warm Springs Advisors
California
$281K +$281K +2,605 New
SF
1671
Slagle Financial
Illinois
$280K -$1.94K -18 -0.7%
Kayne Anderson Rudnick Investment Management
1672
Kayne Anderson Rudnick Investment Management
California
$280K +$2.91K +27 +1%
TSWM
1673
Tyler-Stone Wealth Management
Ohio
$279K +$215 +2 +0.1%
RFS
1674
Richardson Financial Services
Massachusetts
$278K -$8.94K -83 -3%
MAM
1675
McLean Asset Management
Virginia
$278K +$11K +102 +4%
65 66
67
68 69