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Duke Energy
DUK

Overview Fund Activity

2,052 hedge funds and large institutions have $58.6B invested in Duke Energy in 2024 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 788 increasing their positions, 779 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+95
Holders Change %
+4.85%
% of All Funds
29.68%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.27%
New
198
Increased
788
Reduced
779
Closed
79
Calls
$696M
Puts
$537M
Net Calls
+$159M
Net Calls Change
+$21.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$229M
2
GQG Partners
GQG Partners
Florida
+$207M
3
State Street
State Street
Massachusetts
+$194M
4
Citadel Advisors
Citadel Advisors
Florida
+$187M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$170M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$268M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$193M
3
American Century Companies
American Century Companies
Missouri
-$176M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$127M
5
APG Asset Management
APG Asset Management
Netherlands
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRSA
2101
S.R. Schill & Associates
Washington
– -$238K -2,375 Closed
AC
2102
Allstate Corporation
Illinois
– -$237K -2,369 Closed
TCMP
2103
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$233K -2,327 Closed
SWS
2104
SYSTM Wealth Solutions
Illinois
– -$232K -2,317 Closed
AGM
2105
Alpine Global Management
New York
– -$231K -2,300 Closed
PCP
2106
Proficio Capital Partners
Massachusetts
– -$226K -2,258 Closed
DA
2107
Detalus Advisors
Missouri
– -$214K -2,140 Closed
WE
2108
Wealth Effects
Massachusetts
– -$204K -2,032 Closed
TWP
2109
Triad Wealth Partners
Kansas
– -$192K -1,916 Closed
UFF
2110
USA Financial Formulas
Michigan
– -$179K -1,781 Closed
RWMG
2111
Redwood Wealth Management Group
New Jersey
– -$172K -1,720 Closed
RFG
2112
RFP Financial Group
Georgia
– -$172K -1,713 Closed
WIA
2113
Wetzel Investment Advisors
Indiana
– -$140K -1,448 Closed
CC
2114
Cultivar Capital
Texas
– -$134K -1,333 Closed
SA
2115
Scarborough Advisors
Maryland
– -$113K -1,131 Closed
BCP
2116
Blue Chip Partners
Michigan
– -$100K -1,000 Closed
CB
2117
Chris Bulman
California
– -$79.7K -795 Closed
LTI
2118
Laffer Tengler Investments
Tennessee
– -$75.8K -756 Closed
MB
2119
Mizuho Bank
Japan
– -$63.1K -630 Closed
KFS
2120
Kelly Financial Services
Massachusetts
– -$57.1K -570 Closed
EC
2121
EdgeRock Capital
Colorado
– -$51K -508 Closed
Walleye Trading
2122
Walleye Trading
New York
– -$31.1K -310 Closed
OCM
2123
Orion Capital Management
California
– -$15.9K -159 Closed
TFF
2124
The Family Firm
Maryland
– -$15.9K -159 Closed
LIA
2125
Lynx Investment Advisory
District of Columbia
– -$15.4K -153 Closed
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