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Duke Energy
DUK

Overview Fund Activity

2,176 hedge funds and large institutions have $55B invested in Duke Energy in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 882 increasing their positions, 724 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,176
Holders Change
+124
Holders Change %
+6.04%
% of All Funds
28.97%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.31%
New
271
Increased
882
Reduced
724
Closed
117
Calls
$495M
Puts
$414M
Net Calls
+$80.4M
Net Calls Change
-$79M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$443M
2
BlackRock
BlackRock
New York
+$226M
3
Millennium Management
Millennium Management
New York
+$168M
4
ECM
ExodusPoint Capital Management
New York
+$164M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$123M

Top Sellers

1
PFA
Pathway Financial Advisers
Indiana
-$724M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$497M
3
GQG Partners
GQG Partners
Florida
-$467M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$187M
5
Bank of America
Bank of America
North Carolina
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
GK
2126
Graney & King
New York
$10.8K +$10.8K +100 New
LC
2127
Lavaca Capital
Texas
$10.8K +$10.8K +100 New
DCM
2128
Davis Capital Management
Florida
$9.8K -$53.2K -494 -84%
FA
2129
Fedenia Advisers
Wisconsin
$9.48K +$9.48K +88 New
CWM
2130
Copia Wealth Management
Oregon
$9.05K +$9.05K +84 New
UWM
2131
USAdvisors Wealth Management
Minnesota
$9K – – –
DPW
2132
DiNuzzo Private Wealth
Pennsylvania
$8.73K -$431 -4 -5%
SWM
2133
Sanctuary Wealth Management
Idaho
$8.73K +$8.73K +81 New
BC
2134
Bayforest Capital
United Kingdom
$8.4K +$8.4K +78 New
TFGT
2135
TS Financial Group (TSFG)
Illinois
$8K – – –
FIA
2136
FPC Investment Advisory
California
$7.5K +$7.5K +67 New
LP
2137
LMR Partners
United Kingdom
$7.43K +$7.43K +69 New
Capstone Investment Advisors
2138
Capstone Investment Advisors
New York
$7.22K -$63.8K -592 -90%
CJ
2139
Caitlin John
Michigan
$6.84K – – –
CWA
2140
Carolina Wealth Advisors
South Carolina
$6.79K -$32K -297 -83%
AP
2141
Aspect Partners
Virginia
$6.79K – – –
MCI
2142
MRP Capital Investments
Georgia
$6.79K – – –
HFM
2143
Harvest Fund Management
China
$6K +$6K +60 New
FNWA
2144
Financial Network Wealth Advisors
Utah
$5.93K -$59.4K -551 -91%
GFL
2145
Granite FO LLC
New Hampshire
$5.39K – – –
TCM
2146
Tributary Capital Management
Nebraska
$5.39K – – –
AWM
2147
Ameliora Wealth Management
Switzerland
$5.39K – – –
MDA
2148
Minot DeBlois Advisors
Massachusetts
$5.39K +$5.39K +50 New
CAM
2149
Creekmur Asset Management
Illinois
$4.09K +$431 +4 +12%
EA
2150
Evolution Advisers
Virginia
$4K +$4K +44 New
84 85
86
87 88