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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 %
AA
176
ALPS Advisors
Colorado
$21.7M -$2.25M -22,471 -9%
DADC
177
D.A. Davidson & Co
Montana
$21.7M +$1.3M +12,992 +6%
Mirae Asset Global ETFs Holdings
178
Mirae Asset Global ETFs Holdings
Hong Kong
$21.5M +$21.5M +214,742 New
KAS
179
Kestra Advisory Services
Texas
$21.5M +$6.53M +65,115 +44%
TNB
180
Thomasville National Bank
Georgia
$21.5M +$414K +4,133 +2%
SOMRS
181
State of Michigan Retirement System
Michigan
$21.2M +$10K +100 +0%
VanEck Associates
182
VanEck Associates
New York
$21M +$1.52M +15,161 +8%
Aberdeen Group
183
Aberdeen Group
United Kingdom
$20.9M -$11M -109,606 -34%
MIM
184
MetLife Investment Management
New Jersey
$20.6M +$2.54M +25,327 +14%
BC
185
Bruce & Co
Illinois
$20.6M +$193K +1,926 +0.9%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$20.6M +$884K +8,820 +4%
Jones Financial Companies
187
Jones Financial Companies
Missouri
$20.4M +$10.3M +102,387 +101%
GGI
188
Godsey & Gibb Inc
Virginia
$20.2M +$354K +3,536 +2%
PP
189
Peconic Partners
New York
$20M +$20M +200,000 New
SFM
190
Stack Financial Management
Montana
$19.9M +$24.5K +244 +0.1%
SG Americas Securities
191
SG Americas Securities
New York
$19.7M +$8.95M +89,300 +83%
HNB
192
Huntington National Bank
Ohio
$19.7M +$422K +4,209 +2%
UB
193
UMB Bank
Missouri
$19.6M -$633K -6,318 -3%
Two Sigma Advisers
194
Two Sigma Advisers
New York
$19.3M -$33.1M -330,600 -63%
CF
195
Corebridge Financial
Texas
$19.2M +$19.2M +191,261 New
DekaBank Deutsche Girozentrale
196
DekaBank Deutsche Girozentrale
Germany
$19M -$1.99M -19,754 -10%
OAM
197
Oppenheimer Asset Management
New York
$18.7M +$2.78M +27,703 +17%
DILIC
198
Dai-ichi Life Insurance Company
Japan
$18.6M +$539K +5,382 +3%
Calamos Advisors
199
Calamos Advisors
Illinois
$18.1M -$662K -6,607 -4%
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
$17.9M +$21.3K +213 +0.1%
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