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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
$261M
2
BlackRock
BlackRock
New York
$5.86B
3
Cohen & Steers
Cohen & Steers
New York
$258M
4
Amundi
Amundi
France
$180M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$243M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.03B
2
CWP
Capital Wealth Planning
Florida
$95.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$16.6M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$375M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1951
Anfield Capital Management
California
$1.2K +$1.2K +12 New
RS
1952
Rakuten Securities
Japan
$1K +$1K +10 New
SFCL
1953
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +10 New
VWA
1954
Valued Wealth Advisors
Utah
$903 – – –
FHC
1955
First Heartland Consultants
Missouri
$729 – +2 +0%
HWP
1956
Highline Wealth Partners
California
$501 +$501 +5 New
HWM
1957
HighMark Wealth Management
Minnesota
$501 +$501 +5 New
YDMI
1958
Y.D. More Investments
Israel
$322 +$322 +1,209 New
DWM
1959
Dogwood Wealth Management
Kansas
$10 -$9 – –
Renaissance Technologies
1960
Renaissance Technologies
New York
– -$39.6M -409,150 Closed
AIG
1961
American International Group
New York
– -$18.9M -195,280 Closed
TI
1962
Trexquant Investment
Connecticut
– -$7.57M -78,265 Closed
DRP
1963
Decade Renewable Partners
Texas
– -$5.39M -55,682 Closed
TCM
1964
Teza Capital Management
Illinois
– -$5.11M -52,840 Closed
ACM
1965
Aquatic Capital Management
Illinois
– -$4.87M -50,400 Closed
LCWP
1966
Legacy Capital Wealth Partners
Arkansas
– -$4.82M -49,037 Closed
GAA
1967
Global Assets Advisory
Florida
– -$504K -48,419 Closed
HPG
1968
Harvest Portfolios Group
Ontario, Canada
– -$4.64M -47,957 Closed
AF
1969
Ally Financial
Michigan
– -$3.87M -40,000 Closed
FM
1970
Family Management
New York
– -$3.4M -35,114 Closed
MLICM
1971
Metropolitan Life Insurance Company (MetLife)
New York
– -$3.01M -31,096 Closed
DA
1972
Duality Advisers
Florida
– -$2.62M -27,071 Closed
ET
1973
Entropy Technologies
New York
– -$2.53M -26,189 Closed
QIM
1974
Quantitative Investment Management
Virginia
– -$2.3M -23,746 Closed
LNC
1975
Lincoln National Corp
Pennsylvania
– -$2.26M -23,365 Closed
77 78
79
80 81