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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 %
PMSA
1851
Patrick M. Sweeney & Associates
Illinois
$209K +$12K +111 +6%
WFMPM
1852
Woodley Farra Manion Portfolio Management
Indiana
$209K -$108 -1 -0.1%
KIM
1853
Kestra Investment Management
Texas
$209K +$12.7K +118 +6%
PTCG
1854
Pring Turner Capital Group
California
$208K – – –
TI
1855
tru Independence
Oregon
$208K +$1.83K +17 +0.9%
KCFA
1856
Key Client Fiduciary Advisors
New Jersey
$208K +$208K +1,927 New
CIA
1857
Compass Ion Advisors
Pennsylvania
$208K +$208K +1,926 New
EHWM
1858
Eads & Heald Wealth Management
Georgia
$207K – – –
KWM
1859
Kolinsky Wealth Management
New Jersey
$206K +$206K +1,916 New
PVI
1860
Pine Valley Investments
New Jersey
$205K +$3.56K +33 +2%
OAM
1861
Ostrum Asset Management
France
$205K -$8.62K -80 -4%
GP
1862
Greenline Partners
New York
$205K – – –
DC
1863
Diametric Capital
Massachusetts
$204K +$204K +1,897 New
GHAM
1864
Gilman Hill Asset Management
Connecticut
$204K – – –
AFW
1865
Atlantic Family Wealth
Florida
$204K +$204K +1,891 New
FWI
1866
Facet Wealth Inc
Maryland
$204K +$204K +1,771 New
SCM
1867
Silvant Capital Management
Georgia
$203K – – –
LIA
1868
LifePlan Investment Advisors
North Carolina
$203K – – –
MCM
1869
MV Capital Management
Maryland
$203K -$3.56K -33 -2%
IWC
1870
Infinity Wealth Counsel
Ohio
$202K +$202K +1,877 New
EFM
1871
E Fund Management
China
$202K +$202K +1,873 New
EIA
1872
Edgemoor Investment Advisors
Maryland
$201K -$50K -464 -20%
BMC
1873
Benin Management Corp
Connecticut
$201K – – –
RF
1874
Rossby Financial
Florida
$201K +$201K +1,868 New
NFGCM
1875
Norman Fields Gottscho Capital Management
New York
$201K – – –
73 74
75
76 77