We are live on ! Find out more
DUK icon

Duke Energy
DUK

1,973 hedge funds and large institutions have $50.5B invested in Duke Energy in 2024 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 773 increasing their positions, 733 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 85

34% more call options, than puts

Call options by funds: $549M | Put options by funds: $410M

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

3% more funds holding

Funds holding: 1,912 → 1,973 (+61)

5% more repeat investments, than reductions

Existing positions increased: 773 | Existing positions reduced: 733

4% more capital invested

Capital invested by funds: $48.4B → $50.5B (+$2.1B)

0.37% more ownership

Funds ownership: 64.93% → 65.3% (+0.37%)

Holders
1,973
Holders Change
+61
Holders Change %
+3.19%
% of All Funds
28.5%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
175
Increased
773
Reduced
733
Closed
85
Calls
$549M
Puts
$410M
Net Calls
+$138M
Net Calls Change
-$147M

Top Buyers

Rank Fund Capital Flow
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
+$84M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$82.8M

Top Sellers

Rank Fund Capital Flow
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
-$91.9M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$76.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$66M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
1951
Voisard Asset Management Group
Michigan
$5.91K +$5.9K +59 New
PCMC
1952
Planning Capital Management Corporation
Pennsylvania
$5.21K – – –
VWM
1953
Valley Wealth Managers
New Jersey
$5.01K +$5K +50 New
TCM
1954
Tributary Capital Management
Nebraska
$5.01K – – –
HB
1955
Horizon Bancorp
Indiana
$4K -$3.8K -38 -50%
W
1956
WealthCollab
Washington
$2.91K – – –
ECM
1957
Everence Capital Management
Indiana
$2.89K – – –
EAM
1958
Eukles Asset Management
Ohio
$2.81K – – –
PP
1959
Pingora Partners
Wyoming
$2.51K – – –
YAL
1960
Your Advocates Ltd
Texas
$2.41K – – –
GWMI
1961
Guardian Wealth Management (Illinois)
Illinois
$2.12K – – –
SHIM
1962
Stone House Investment Management
Pennsylvania
$2K -$9.2K -92 -82%
RF
1963
Robinswood Financial
Washington
$2K +$2K +20 New
BEI
1964
Benjamin Edwards Inc
Missouri
$2K – – –
EBA
1965
Eagle Bay Advisors
New York
$1.7K – – –
TCA
1966
Trifecta Capital Advisors
Illinois
$1.3K – – –
ACM
1967
Anfield Capital Management
California
$1.2K +$1.2K +12 New
RS
1968
Rakuten Securities
Japan
$1K +$1K +10 New
SFCL
1969
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +10 New
VWA
1970
Valued Wealth Advisors
Utah
$903 – – –
FHC
1971
First Heartland Consultants
Missouri
$729 +$200 +2 +0%
HWP
1972
Highline Wealth Partners
California
$501 +$500 +5 New
HWM
1973
HighMark Wealth Management
Minnesota
$501 +$500 +5 New
YDMI
1974
Y.D. More Investments
Israel
$322 +$121K +1,209 New
DWM
1975
Dogwood Wealth Management
Kansas
$10 – – –
77 78
79
80 81

DUK Hedge Fund Activity: Q2 2024 in Review

1,973 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2024, worth a combined $50.5B — up 4.3% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new DUK positions and 85 closed out — a net gain of 90 holders — while 773 added to existing stakes and 733 trimmed.

The largest buyer was GQG Partners, adding an estimated $254M. The largest seller was Capital Research Global Investors, cutting an estimated $127M.

  • 1,973 institutional investors held Duke Energy (DUK) as of Q2 2024, up from 1,912 in Q1 2024.
  • Funds reported $50.5B of Duke Energy stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 175 funds opened new Duke Energy positions in Q2 2024 and 85 closed out, a net change of +90 holders.
  • The largest Duke Energy buyer in Q2 2024 was GQG Partners, an estimated $254M added.
  • The largest Duke Energy seller in Q2 2024 was Capital Research Global Investors, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2024.