DUK icon

Duke Energy
DUK

Overview Fund Activity

1,901 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 765 increasing their positions, 735 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,901
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
27.56%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
149
Increased
765
Reduced
735
Closed
117
Calls
$622M
Puts
$337M
Net Calls
+$286M
Net Calls Change
+$93.5M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$108M
2
ECM
ExodusPoint Capital Management
New York
+$106M
3
Cohen & Steers
Cohen & Steers
New York
+$103M
4
Marshall Wace
Marshall Wace
United Kingdom
+$94.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$83.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$955M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$327M
3
State Street
State Street
Massachusetts
-$313M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$249M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
1901
Frank Rimerman Advisors
California
$677 – – –
DWM
1902
Dogwood Wealth Management
Kansas
$9 -$14 – –
Hudson Bay Capital Management
1903
Hudson Bay Capital Management
Connecticut
– -$24M -247,689 Closed
IG
1904
ING Group
Netherlands
– -$21.8M -224,609 Closed
YCM
1905
Yaupon Capital Management
New York
– -$14.7M -151,200 Closed
GFG
1906
Greystone Financial Group
Michigan
– -$6.35M -65,487 Closed
PDL
1907
Portfolio Design Labs
California
– -$4.15M -42,750 Closed
SW
1908
SteelPeak Wealth
California
– -$3.64M -37,497 Closed
JF
1909
Jump Financial
Illinois
– -$3.59M -37,000 Closed
RIM
1910
Redwood Investment Management
Arizona
– -$2.32M -23,940 Closed
FI
1911
FJ Investments
Utah
– -$1.94M -20,000 Closed
SWM
1912
Scissortail Wealth Management
Oklahoma
– -$1.88M -19,675 Closed
GIS
1913
Grayhawk Investment Strategies
Alberta, Canada
– -$1.78M -18,318 Closed
WAS
1914
Wealth Advisory Solutions
Indiana
– -$1.71M -17,664 Closed
CWM
1915
Curi Wealth Management
North Carolina
– -$1.48M -15,293 Closed
YIH
1916
Y-Intercept (HK)
Hong Kong
– -$1.42M -14,630 Closed
CCM
1917
Channing Capital Management
Illinois
– -$1.33M -13,732 Closed
MWM
1918
Meridian Wealth Management
Kentucky
– -$1.3M -13,370 Closed
SGI
1919
Summit Global Investments
Utah
– -$1.03M -10,588 Closed
PE
1920
Point72 Europe
United Kingdom
– -$977K -10,067 Closed
GLR
1921
Great Lakes Retirement
Ohio
– -$884K -9,108 Closed
WGAM
1922
Wilkinson Global Asset Management
New York
– -$873K -9,000 Closed
WAM
1923
Wolverine Asset Management
Illinois
– -$825K -8,506 Closed
GS
1924
GTS Securities
New York
– -$815K -8,395 Closed
MCIA
1925
Mountain Capital Investment Advisors
Colorado
– -$743K -7,473 Closed
75 76
77
78 79