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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 %
SMAM
2176
Sugar Maple Asset Management
Wisconsin
$539 +$539 +5 New
YDMI
2177
Y.D. More Investments
Israel
$379 +$7 +22 +2%
TI
2178
Trexquant Investment
Connecticut
– -$17.9M -154,984 Closed
WCM
2179
Wedge Capital Management
North Carolina
– -$13.8M -119,414 Closed
DS
2180
DRW Securities
Illinois
– -$12.1M -104,870 Closed
CC
2181
Covalis Capital
United Kingdom
– -$10.6M -92,036 Closed
AAF
2182
Andra AP-fonden
Sweden
– -$9.27M -80,400 Closed
DRP
2183
Decade Renewable Partners
Texas
– -$7.43M -64,400 Closed
N
2184
Natixis
France
– -$4.8M -41,670 Closed
NIM
2185
NXG Investment Management
Texas
– -$3.8M -33,000 Closed
TC
2186
Torno Capital
Massachusetts
– -$3.75M -32,500 Closed
ERSOT
2187
Employees Retirement System of Texas
Texas
– -$3.22M -27,899 Closed
FTDI
2188
First Trust Direct Indexing
Massachusetts
– -$3.15M -27,285 Closed
SM
2189
Sciencast Management
New Jersey
– -$2.8M -24,277 Closed
BGDI
2190
BW Gestao de Investimentos
Brazil
– -$2.31M -20,000 Closed
IFU
2191
iSAM Funds (UK)
United Kingdom
– -$2.03M -17,570 Closed
CIM
2192
Chiron Investment Management
New York
– -$2.02M -17,484 Closed
SRL
2193
Scientech Research LLC
New Jersey
– -$1.86M -16,097 Closed
CIMLRA
2194
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$1.85M -16,069 Closed
GWMR
2195
GC Wealth Management RIA
Massachusetts
– -$1.81M -15,673 Closed
CCP
2196
Cunning Capital Partners
North Carolina
– -$1.78M -15,435 Closed
JAM
2197
Jupiter Asset Management
United Kingdom
– -$1.77M -15,311 Closed
LHC
2198
Little House Capital
Massachusetts
– -$1.5M -12,990 Closed
BC
2199
Bridgefront Capital
Texas
– -$1.21M -10,476 Closed
DFCM
2200
Dark Forest Capital Management
Puerto Rico
– -$1.03M -8,937 Closed
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