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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 %
JPMIA
1776
J.P. Marvel Investment Advisors
Massachusetts
$209K +$209K +1,811 New
TCM
1777
Tradewinds Capital Management
Washington
$209K – – –
BOM
1778
Bank of Marin
California
$209K +$209K +1,809 New
MAWA
1779
Moss Adams Wealth Advisors
Washington
$208K +$208K +1,805 New
VBCG
1780
Valley Brook Capital Group
Pennsylvania
$208K +$208K +1,804 New
BONST
1781
Bank of Nova Scotia Trust
Ontario, Canada
$208K +$208K +1,800 New
RRCM
1782
Rappaport Reiches Capital Management
Illinois
$207K +$207K +1,794 New
CP
1783
Covenant Partners
Tennessee
$207K +$207K +1,792 New
SCI
1784
Silver Coast Investments
United States
$206K +$206K +1,785 New
SIAG
1785
Safeguard Investment Advisory Group
California
$206K +$206K +1,784 New
CRIG
1786
Charter Research & Investment Group
Connecticut
$205K +$205K +1,781 New
MWM
1787
Mattern Wealth Management
Kansas
$205K +$205K +1,780 New
IWA
1788
IVC Wealth Advisors
Pennsylvania
$205K +$205K +1,774 New
TSMHT
1789
Thurston Springer Miller Herd & Titak
Indiana
$204K +$36.2K +314 +22%
ACI
1790
Alpha Cubed Investments
California
$203K -$153K -1,325 -43%
CWM
1791
Chesapeake Wealth Management
Virginia
$203K +$203K +1,763 New
PWPS
1792
Pinnacle Wealth Planning Services
Ohio
$203K +$203K +1,762 New
Acadian Asset Management
1793
Acadian Asset Management
Massachusetts
$203K -$2.77M -24,057 -93%
BWM
1794
BCS Wealth Management
Tennessee
$203K +$203K +1,758 New
MIM
1795
Moseley Investment Management
Florida
$202K +$202K +1,755 New
PBF
1796
Petix & Botte Financial
California
$202K +$202K +1,752 New
SL
1797
Sentry LLC
Tennessee
$201K +$201K +1,744 New
1IA
1798
1834 Investment Advisors
Wisconsin
$201K -$66.1K -573 -25%
BFA
1799
Beaumont Financial Advisors
Massachusetts
$200K +$200K +1,739 New
OSNBOA
1800
Old Second National Bank of Aurora
Illinois
$200K – – –
70 71
72
73 74