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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 %
SXL
1701
Summit X LLC
Missouri
$234K -$64.3K -642 -22%
OL
1702
OneFund LLC
Florida
$234K +$1.5K +13 +0.6%
CWG
1703
Crown Wealth Group
North Carolina
$234K +$234K +2,026 New
SWM
1704
Salvus Wealth Management
New Jersey
$233K +$233K +2,018 New
IPW
1705
Intergy Private Wealth
Colorado
$233K +$233K +2,017 New
CTB
1706
Country Trust Bank
Illinois
$232K +$61.7K +535 +36%
WA
1707
Wambolt & Associates
Colorado
$232K -$199K -1,708 -46%
ODG
1708
O'Dell Group
Ohio
$231K +$231K +2,007 New
CT
1709
Coastline Trust
Rhode Island
$231K – – –
NSAM
1710
North Star Asset Management
Wisconsin
$231K +$231K +2,004 New
MWM
1711
Mindset Wealth Management
Indiana
$231K +$231K +2,000 New
FFB
1712
First Financial Bankshares
Texas
$230K – – –
LKIM
1713
Lawson Kroeker Investment Management
Nebraska
$230K +$230K +1,991 New
SWA
1714
SFMG Wealth Advisors
Texas
$229K +$229K +1,990 New
OAM
1715
Ostrum Asset Management
France
$229K +$2.88K +25 +1%
VHAM
1716
Van Hulzen Asset Management
California
$228K +$228K +1,982 New
COCM
1717
Charter Oak Capital Management
New Hampshire
$226K +$226K +1,958 New
PWM
1718
Provident Wealth Management
Tennessee
$226K +$226K +1,958 New
WP
1719
WealthPLAN Partners
Nebraska
$226K +$226K +1,957 New
AIM
1720
Alhambra Investment Management
Florida
$226K +$226K +1,957 New
SIS
1721
Strategic Investment Solutions
Illinois
$225K +$2.77K +24 +1%
CSB
1722
City State Bank
Iowa
$225K – – –
WAM
1723
Worth Asset Management
Texas
$224K +$224K +1,947 New
CP
1724
Castleview Partners
Texas
$224K +$10.4K +90 +5%
FAG
1725
Fortitude Advisory Group
Washington
$224K -$25.6K -222 -10%
67 68
69
70 71