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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
$1.24B
2
BlackRock
BlackRock
New York
$6.74B
3
Millennium Management
Millennium Management
New York
$175M
4
ECM
ExodusPoint Capital Management
New York
$164M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$202M

Top Sellers

1
PFA
Pathway Financial Advisers
Indiana
$6.28M
2
Capital Research Global Investors
Capital Research Global Investors
California
$604M
3
GQG Partners
GQG Partners
Florida
$6.14M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.73B
5
Bank of America
Bank of America
North Carolina
$807M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
2151
Synergy Investment Management
Florida
$3.66K +$3.66K +34 New
CWM
2152
Consultiva Wealth Management
Puerto Rico
$3.66K +$3.66K +34 New
NS
2153
NBC Securities
Alabama
$3.31K -$3.61M -32,753 -100%
W
2154
WealthCollab
Washington
$3.13K – – –
TWD
2155
True Wealth Design
Ohio
$3.02K +$1.19K +11 +65%
EAM
2156
Eukles Asset Management
Ohio
$3.02K – – –
CB
2157
Community Bank
New York
$2.91K -$129K -1,200 -98%
PP
2158
Pingora Partners
Wyoming
$2.69K – – –
RI
2159
Ridgewood Investments
New Jersey
$2.69K – – –
IMC
2160
Investment Management Corporation
Virginia
$2.59K +$2.59K +24 New
HWP
2161
Highline Wealth Partners
California
$2.48K +$1.51K +14 +156%
PWA
2162
Principia Wealth Advisory
Texas
$2.48K +$2.48K +23 New
GWM
2163
Guardian Wealth Management
Illinois
$2.28K – – –
FLP
2164
Financial Life Planners
Arizona
$2.16K +$2.16K +20 New
TFA
2165
Transamerica Financial Advisors
Florida
$2K -$615 -4 -24%
EBA
2166
Eagle Bay Advisors
New York
$1.83K – – –
WW
2167
Winnow Wealth
Texas
$1.69K +$1.69K +16 New
SIC
2168
SJS Investment Consulting
Ohio
$1.62K – – –
MHIP
2169
Mountain Hill Investment Partners
New Jersey
$1.62K +$1.62K +15 New
TCA
2170
Trifecta Capital Advisors
Illinois
$1.4K – – –
ACM
2171
Anfield Capital Management
California
$1.29K -$8.08K -75 -86%
SFCL
2172
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
VWA
2173
Valued Wealth Advisors
Utah
$970 – – –
SAM
2174
Sherman Asset Management
California
$862 +$862 +8 New
HWM
2175
HighMark Wealth Management
Minnesota
$539 – – –
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87
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