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Duke Energy
DUK

Overview Fund Activity

1,957 hedge funds and large institutions have $50.5B invested in Duke Energy in 2024 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 766 increasing their positions, 732 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,957
Holders Change
+56
Holders Change %
+2.95%
% of All Funds
28.47%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
171
Increased
766
Reduced
732
Closed
84
Calls
$549M
Puts
$410M
Net Calls
+$138M
Net Calls Change
-$147M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$254M
2
BlackRock
BlackRock
New York
+$163M
3
Cohen & Steers
Cohen & Steers
New York
+$123M
4
Amundi
Amundi
France
+$83.8M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$83M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$127M
2
CWP
Capital Wealth Planning
Florida
-$102M
3
Marshall Wace
Marshall Wace
United Kingdom
-$92.1M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$77M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
1901
Lynx Investment Advisory
District of Columbia
$15.4K +$15.4K +153 New
FIM
1902
FWL Investment Management
Texas
$15K +$3.01K +30 +25%
RAM
1903
Ramirez Asset Management
New York
$14.4K – – –
TCG
1904
Transcendent Capital Group
Oklahoma
$14.1K +$1.1K +11 +8%
SC
1905
Swan Capital
Florida
$13.4K +$13.4K +134 New
LFA
1906
Legend Financial Advisors
Pennsylvania
$13.3K – – –
ETS
1907
ESL Trust Services
New York
$13.1K – – –
JWA
1908
JFS Wealth Advisors
Pennsylvania
$12.6K +$702 +7 +6%
PO
1909
Private Ocean
California
$12.3K -$8.82K -88 -42%
HF
1910
Halpern Financial
Virginia
$12.3K – – –
CCM
1911
Chilton Capital Management
Texas
$12.1K -$12K -120 -50%
CJL
1912
Cyrus J. Lawrence
New York
$12K – – –
RTL
1913
Red Tortoise LLC
Georgia
$10.9K – – –
WFA
1914
West Financial Advisors
Iowa
$10.8K – – –
CPG
1915
Cornerstone Planning Group
New Jersey
$10.4K +$774 +7 +8%
GPI
1916
General Partner Inc
Pennsylvania
$10.1K – – –
DPW
1917
DiNuzzo Private Wealth
Pennsylvania
$10K +$601 +6 +6%
AAG
1918
Accordant Advisory Group
Maryland
$10K +$10K +100 New
MWA
1919
Miller Wealth Advisors
Colorado
$10K +$10K +100 New
HH
1920
HWG Holdings
Texas
$9.8K +$9.8K +98 New
BWP
1921
Baldwin Wealth Partners
Massachusetts
$9.32K -$7.72K -77 -45%
GLR
1922
Great Lakes Retirement
Ohio
$8.85K +$8.85K +88 New
FW
1923
Fairway Wealth
Ohio
$8.72K +$8.72K +87 New
PIS
1924
POM Investment Strategies
North Carolina
$8.47K – – –
TFGT
1925
TS Financial Group (TSFG)
Illinois
$8K -$5.95K -58 -43%
75 76
77
78 79