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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 %
Optiver Holding
1676
Optiver Holding
Netherlands
$241K +$241K +2,089 New
WAG
1677
Winthrop Advisory Group
Massachusetts
$241K +$241K +2,086 New
AWE
1678
Avidian Wealth Enterprises
Texas
$240K -$82.4K -715 -26%
WAM
1679
WealthTrust Asset Management
Florida
$240K +$240K +2,083 New
WPWM
1680
Western Pacific Wealth Management
Illinois
$240K -$9.45K -82 -4%
RWA
1681
Redhawk Wealth Advisors
Minnesota
$240K +$346 +3 +0.1%
MA
1682
Mezzasalma Advisors
New Jersey
$240K +$240K +2,080 New
OFG
1683
Oxford Financial Group
Indiana
$240K -$92.7K -804 -28%
CC
1684
Corton Capital
Ontario, Canada
$240K -$26.6K -231 -10%
FCA
1685
Fortis Capital Advisors
Kansas
$239K +$239K +2,075 New
BAM
1686
Berkshire Asset Management
Pennsylvania
$239K – – –
FFA
1687
First Foundation Advisors
California
$239K +$22K +191 +10%
NC
1688
NBW Capital
Massachusetts
$239K -$4.04K -35 -2%
SRC
1689
Stone Run Capital
New York
$239K – – –
SA
1690
Shilanski & Associates
Alaska
$238K +$1.5K +13 +0.6%
MFC
1691
Mechanics Financial Corp
Ohio
$237K +$122K +1,057 +106%
LCWP
1692
Legacy Capital Wealth Partners
Arkansas
$237K +$237K +2,056 New
S
1693
Sunpointe
Missouri
$236K -$123K -1,063 -34%
TWA
1694
TCI Wealth Advisors
Arizona
$236K -$79.3K -688 -25%
LA
1695
Lifeworks Advisors
Michigan
$235K +$235K +2,040 New
HBW
1696
Hazlett, Burt & Watson
West Virginia
$235K +$15.1K +130 +7%
AA
1697
Auxano Advisors
Washington
$235K +$1.27K +11 +0.5%
SW
1698
Simplicity Wealth
New Jersey
$235K -$2.56M -22,195 -92%
WBC
1699
West Branch Capital
Massachusetts
$235K +$346 +3 +0.1%
BBNA
1700
Bremer Bank National Association
Minnesota
$235K -$12.7K -110 -5%
66 67
68
69 70