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Duke Energy
DUK

Overview Fund Activity

1,957 hedge funds and large institutions have $50.5B invested in Duke Energy in 2024 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 766 increasing their positions, 732 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,957
Holders Change
+56
Holders Change %
+2.95%
% of All Funds
28.46%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
171
Increased
766
Reduced
732
Closed
84
Calls
$549M
Puts
$410M
Net Calls
+$138M
Net Calls Change
-$147M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$254M
2
BlackRock
BlackRock
New York
+$163M
3
Cohen & Steers
Cohen & Steers
New York
+$123M
4
Amundi
Amundi
France
+$83.8M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$83M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$127M
2
CWP
Capital Wealth Planning
Florida
-$102M
3
Marshall Wace
Marshall Wace
United Kingdom
-$92.1M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$77M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1701
Janiczek Wealth Management
Colorado
$176K +$301 +3 +0.2%
HIA
1702
Harbor Investment Advisory
Maryland
$174K -$9.72K -97 -5%
OSNBOA
1703
Old Second National Bank of Aurora
Illinois
$174K – – –
RWMG
1704
Redwood Wealth Management Group
New Jersey
$172K +$172K +1,720 New
RFG
1705
RFP Financial Group
Georgia
$172K +$15.2K +152 +10%
EWP
1706
Elevation Wealth Partners
California
$171K -$4.01K -40 -2%
SIS
1707
Sound Income Strategies
Florida
$171K +$10.4K +104 +6%
FUBT
1708
First United Bank & Trust
Maryland
$167K -$5.01K -50 -3%
A
1709
Allianz
Germany
$167K – – –
IGWM
1710
ICA Group Wealth Management
Colorado
$166K -$252K -2,515 -60%
GJIA
1711
Glass Jacobson Investment Advisors
Maryland
$166K -$26.8K -267 -14%
BC
1712
Barrett & Company
Rhode Island
$165K -$4.41K -44 -3%
KC
1713
Kepos Capital
New York
$160K -$19.5K -194 -11%
DMBA
1714
Deseret Mutual Benefit Administrators
Utah
$158K +$7.12K +71 +5%
WWP
1715
WR Wealth Planners
Missouri
$156K -$20.3K -202 -11%
DCBT
1716
Dakota Community Bank & Trust
North Dakota
$156K +$1K +10 +0.6%
IWA
1717
Icon Wealth Advisors
Texas
$155K +$21.9K +200 +16%
CTB
1718
Country Trust Bank
Illinois
$148K – – –
TSMHT
1719
Thurston Springer Miller Herd & Titak
Indiana
$146K +$146K +1,452 New
FNWA
1720
Financial Network Wealth Advisors
Utah
$143K +$143K +1,427 New
TSWM
1721
Tyler-Stone Wealth Management
Ohio
$142K +$301 +3 +0.2%
CFFP
1722
Center for Financial Planning
Michigan
$141K – – –
WIA
1723
Wetzel Investment Advisors
Indiana
$140K -$12.9K -133 -8%
TH
1724
TCTC Holdings
Texas
$138K – – –
AF
1725
Arrow Financial
New York
$137K -$16.5K -165 -11%
67 68
69
70 71