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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 %
WFMPM
1726
Woodley Farra Manion Portfolio Management
Indiana
$224K +$224K +1,939 New
GHA
1727
GW Henssler & Associates
Georgia
$223K +$223K +1,938 New
SSA
1728
South Street Advisors
New York
$223K +$223K +1,937 New
PTCG
1729
Pring Turner Capital Group
California
$223K +$223K +1,934 New
AIIMS
1730
Analyst IMS Investment Management Services
Israel
$222K -$18.6K -161 -8%
EHWM
1731
Eads & Heald Wealth Management
Georgia
$222K +$222K +1,924 New
PL
1732
Plancorp LLC
Missouri
$221K +$221K +1,920 New
AIA
1733
Alera Investment Advisors
Illinois
$221K +$221K +1,916 New
TI
1734
tru Independence
Oregon
$221K +$221K +1,915 New
MCM
1735
MV Capital Management
Maryland
$221K -$231 -2 -0.1%
WAG
1736
Wiser Advisor Group
Arizona
$220K -$134K -1,159 -38%
KOC
1737
Koss-Olinger Consulting
Florida
$220K +$220K +1,909 New
FCH
1738
Freestone Capital Holdings
Washington
$220K +$220K +1,908 New
SWP
1739
Semus Wealth Partners
Florida
$220K +$220K +1,907 New
GP
1740
Greenline Partners
New York
$219K -$35.4K -307 -14%
AA
1741
Alta Advisers
United Kingdom
$219K – – –
GHAM
1742
Gilman Hill Asset Management
Connecticut
$218K -$86.5K -750 -28%
AFM
1743
Armstrong Fleming & Moore
District of Columbia
$218K +$218K +1,889 New
SCM
1744
Silvant Capital Management
Georgia
$217K – – –
EA
1745
Everpar Advisors
Oklahoma
$217K +$217K +1,886 New
BDF
1746
Black Diamond Financial
Maryland
$217K +$217K +1,885 New
PCA
1747
Peddock Capital Advisors
Massachusetts
$217K +$217K +1,884 New
WCG
1748
Weaver Consulting Group
California
$217K +$217K +1,883 New
LWM
1749
Liberty Wealth Management
California
$217K -$691K -5,982 -76%
OFS
1750
Orrstown Financial Services
Pennsylvania
$217K +$217K +1,881 New
68 69
70
71 72