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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 %
LFG
1726
Lockerman Financial Group
California
$259K – – –
GG
1727
Gleason Group
Kentucky
$258K +$2.37K +22 +0.9%
EWM
1728
Executive Wealth Management
Michigan
$258K -$30.7K -285 -11%
HWM
1729
Howard Wealth Management
Connecticut
$258K +$431 +4 +0.2%
LBC
1730
Leigh Baldwin & Co
New York
$257K +$257K +2,389 New
MEAC
1731
M.E. Allison & Co
Texas
$257K +$257K +2,385 New
VCM
1732
Voleon Capital Management
California
$257K +$257K +2,384 New
RT
1733
Rockland Trust
Massachusetts
$256K -$125K -1,156 -33%
AIIMS
1734
Analyst IMS Investment Management Services
Israel
$255K +$47.5K +441 +23%
TFP
1735
Tilia Fiduciary Partners
North Carolina
$254K +$431 +4 +0.2%
PP
1736
Patron Partners
Texas
$254K -$5.39K -50 -2%
CCFM
1737
Clear Creek Financial Management
Washington
$254K -$6.57K -61 -3%
FG
1738
Foster Group
Iowa
$253K +$8.94K +83 +4%
FCH
1739
Freestone Capital Holdings
Washington
$253K +$47.1K +437 +23%
JF
1740
Joule Financial
Kentucky
$253K -$108 -1 -0%
APWM
1741
Anchor Pointe Wealth Management
Missouri
$252K +$252K +2,338 New
TWM
1742
Tradition Wealth Management
Minnesota
$252K +$7.22K +67 +3%
CGFA
1743
Colton Groome Financial Advisors
North Carolina
$251K +$251K +2,331 New
PFA
1744
Pettinga Financial Advisors
Indiana
$250K – – –
SFO
1745
Stokes Family Office
Louisiana
$249K -$4.96K -46 -2%
BCCM
1746
Bridge Creek Capital Management
Massachusetts
$249K – – –
MWM
1747
Mindset Wealth Management
Indiana
$248K +$32.3K +300 +15%
TA
1748
TrueWealth Advisors
Alabama
$247K +$646 +6 +0.3%
PB
1749
Pinnacle Bancorp
Nebraska
$247K +$7.43K +69 +3%
VFPW
1750
Vantage Financial Partners (Wisconsin)
Wisconsin
$247K -$2.48K -23 -1%
68 69
70
71 72