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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 %
SIS
1876
Strategic Investment Solutions
Illinois
$200K -$1.97K -19 -1%
PCM
1877
Prelude Capital Management
New York
$200K +$200K +1,857 New
PCS
1878
Private Client Services
Kentucky
$200K -$33.5K -311 -14%
SC
1879
Stephens Consulting
Michigan
$198K – – –
CTB
1880
Country Trust Bank
Illinois
$197K -$19.9K -185 -9%
TH
1881
TCTC Holdings
Texas
$197K +$49.1K +456 +33%
OSNBOA
1882
Old Second National Bank of Aurora
Illinois
$197K +$9.48K +88 +5%
TCM
1883
Tradewinds Capital Management
Washington
$195K – – –
AGWCA
1884
Annis Gardner Whiting Capital Advisors
Florida
$194K -$142K -1,318 -42%
WAG
1885
Wiser Advisor Group
Arizona
$194K -$12.3K -114 -6%
HIMS
1886
Hager Investment Management Services
New Hampshire
$192K +$192K +1,781 New
AA
1887
AlphaMark Advisors
Kentucky
$189K +$32.8K +304 +21%
KG
1888
Kieckhefer Group
Wisconsin
$188K +$188K +1,748 New
RFA
1889
Reyes Financial Architecture
California
$188K +$188K +1,744 New
HIA
1890
Harbor Investment Advisory
Maryland
$187K +$108 +1 +0.1%
SWM
1891
Sugarloaf Wealth Management
Georgia
$184K -$14.2K -132 -7%
EWP
1892
Elevation Wealth Partners
California
$184K – – –
WWP
1893
WR Wealth Planners
Missouri
$184K +$6.14K +57 +3%
A
1894
Allianz
Germany
$179K – – –
GJIA
1895
Glass Jacobson Investment Advisors
Maryland
$179K – – –
FFO
1896
Fortitude Family Office
Arizona
$178K -$1.83K -17 -1%
BC
1897
Barrett & Company
Rhode Island
$178K – – –
WA
1898
Whipplewood Advisors
Colorado
$176K +$176K +1,636 New
FUBT
1899
First United Bank & Trust
Maryland
$174K -$3.34K -31 -2%
CSPIA
1900
Cary Street Partners Investment Advisory
Virginia
$174K -$3.12M -28,998 -95%
74 75
76
77 78