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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 %
Holocene Advisors
1976
Holocene Advisors
New York
– -$2.07M -21,368 Closed
IFU
1977
iSAM Funds (UK)
United Kingdom
– -$2M -20,716 Closed
PHK
1978
Point72 Hong Kong
Hong Kong
– -$2M -20,665 Closed
ECA
1979
Elevated Capital Advisors
Utah
– -$1.67M -17,292 Closed
HIC
1980
Hartline Investment Corp
Illinois
– -$1.39M -14,372 Closed
SGAM
1981
Smith Group Asset Management
Texas
– -$1.23M -12,756 Closed
SPI
1982
Sutton Place Investors
New York
– -$1.18M -12,202 Closed
BCM
1983
Bayesian Capital Management
New York
– -$1.07M -11,100 Closed
CT
1984
ClearAlpha Technologies
Connecticut
– -$947K -9,791 Closed
GCP
1985
GSA Capital Partners
United Kingdom
– -$592K -6,119 Closed
GIM
1986
Groesbeck Investment Management
New Jersey
– -$554K -5,733 Closed
IA
1987
Icon Advisers
Colorado
– -$519K -5,400 Closed
ACM
1988
Ategra Capital Management
Virginia
– -$498K -5,149 Closed
Fiera Capital (Canada)
1989
Fiera Capital (Canada)
Quebec, Canada
– -$470K -4,860 Closed
BAM
1990
Blueshift Asset Management
New Jersey
– -$460K -4,752 Closed
MCA
1991
Magnolia Capital Advisors
Mississippi
– -$450K -4,583 Closed
EGM
1992
Engineers Gate Manager
New York
– -$360K -3,719 Closed
FWM
1993
ForthRight Wealth Management
Georgia
– -$353K -3,651 Closed
MM
1994
MQS Management
New York
– -$353K -3,647 Closed
AAIS
1995
ABN AMRO Investment Solutions
– -$349K -3,612 Closed
WP
1996
WealthPLAN Partners
Nebraska
– -$344K -3,561 Closed
MCCP
1997
Mission Creek Capital Partners
California
– -$332K -3,434 Closed
BP
1998
BBR Partners
New York
– -$302K -3,126 Closed
CBFP
1999
Cedar Brook Financial Partners
Ohio
– -$299K -3,094 Closed
AC
2000
Armistice Capital
New York
– -$275K -2,846 Closed
78 79
80
81 82