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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 %
CAM
1776
Cozad Asset Management
Illinois
$236K – – –
CPA
1777
Capital Planning Advisors
California
$235K +$2.69K +25 +1%
PJWM
1778
Philip James Wealth Mangement
Georgia
$235K +$216 +2 +0.1%
RBC
1779
Roble Belko & Company
Pennsylvania
$235K – – –
AIM
1780
Alhambra Investment Management
Florida
$235K +$23.8K +221 +11%
CAM
1781
Cypress Asset Management
Texas
$234K +$8.08K +75 +4%
SCA
1782
Sulzberger Capital Advisors
Florida
$234K +$234K +2,170 New
TSMHT
1783
Thurston Springer Miller Herd & Titak
Indiana
$233K +$43.1K +400 +23%
OWA
1784
Opal Wealth Advisors
New York
$233K -$8.73K -81 -4%
FW
1785
FullCircle Wealth
Texas
$233K -$2.17K -19 -0.9%
PIA
1786
Pinion Investment Advisors
Kansas
$233K -$8.62K -80 -4%
CP
1787
Castleview Partners
Texas
$232K +$22.6K +210 +11%
AG
1788
AlTi Global
New York
$232K +$2.16K +20 +0.9%
ITIM
1789
Indiana Trust & Investment Management
Indiana
$231K – – –
EIM
1790
Essex Investment Management
Massachusetts
$229K – – –
NWMG
1791
Nicholson Wealth Management Group
South Carolina
$229K – – –
IPW
1792
Intergy Private Wealth
Colorado
$228K +$10.3K +96 +5%
RWM
1793
Revisor Wealth Management
Ohio
$228K -$193K -1,740 -46%
DWM
1794
Drive Wealth Management
Utah
$227K +$227K +2,106 New
HCA
1795
Horan Capital Advisors
Ohio
$227K – – –
TWP
1796
Triad Wealth Partners
Kansas
$227K +$227K +2,103 New
PIA
1797
Perennial Investment Advisors
California
$227K +$28.5K +265 +14%
LAM
1798
Longboard Asset Management
Arizona
$226K +$226K +2,101 New
RWA
1799
Redhawk Wealth Advisors
Minnesota
$226K +$1.72K +16 +0.8%
WAG
1800
Winthrop Advisory Group
Massachusetts
$226K +$970 +9 +0.4%
70 71
72
73 74