DUK icon

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 %
CCT
2001
Capital City Trust
Florida
– -$268K -2,771 Closed
PRC
2002
Pearl River Capital
Michigan
– -$259K -2,681 Closed
ECML
2003
Eagle Capital Management (Louisiana)
Louisiana
– -$259K -2,673 Closed
NL
2004
NWAM LLC
Washington
– -$271K -2,667 Closed
GCM
2005
Graham Capital Management
Connecticut
– -$257K -2,662 Closed
LOAMS
2006
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$253K -2,611 Closed
PCG
2007
Prosperity Consulting Group
Maryland
– -$251K -2,599 Closed
KI
2008
Kapitalo Investimentos
Brazil
– -$248K -2,566 Closed
FAT
2009
First American Trust
California
– -$245K -2,534 Closed
EW
2010
Evoke Wealth
California
– -$244K -2,521 Closed
SP
2011
Stonebrook Private
Michigan
– -$244K -2,520 Closed
DWA
2012
Delap Wealth Advisory
Oregon
– -$236K -2,442 Closed
MA
2013
Mezzasalma Advisors
New Jersey
– -$235K -2,425 Closed
MCM
2014
McRae Capital Management
New Jersey
– -$229K -2,366 Closed
CG
2015
Clarus Group
Texas
– -$228K -2,358 Closed
PWM
2016
Power Wealth Management
Georgia
– -$225K -2,325 Closed
DLHL
2017
Donald L. Hagan LLC
Florida
– -$224K -2,312 Closed
DCM
2018
DGS Capital Management
New Jersey
– -$223K -2,304 Closed
AT
2019
Arden Trust
Delaware
– -$219K -2,266 Closed
CPA
2020
Cardiff Park Advisors
California
– -$219K -2,263 Closed
LA
2021
LexAurum Advisors
Kansas
– -$216K -2,233 Closed
FFO
2022
Fiduciary Family Office
Florida
– -$211K -2,183 Closed
DG
2023
DMC Group
Alabama
– -$204K -2,108 Closed
XT
2024
XTX Topco
Cayman Islands
– -$203K -2,103 Closed
EHWM
2025
Eads & Heald Wealth Management
Georgia
– -$200K -2,072 Closed
78 79 80
81
82