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Duke Energy
DUK

Overview Fund Activity

2,175 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, 881 increasing their positions, 724 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,175
Holders Change
+123
Holders Change %
+5.99%
% of All Funds
28.96%
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
881
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 %
NEI
2201
Northwest & Ethical Investments
Ontario, Canada
– -$792K -6,868 Closed
ICA
2202
Infrastructure Capital Advisors
New York
– -$631K -5,472 Closed
ATS
2203
Ashton Thomas Securities
New York
– -$519K -4,505 Closed
CTI
2204
Community Trust & Investment
Kentucky
– -$506K -4,392 Closed
CFM
2205
Catalyst Funds Management
Australia
– -$461K -4,000 Closed
DIA
2206
Davidson Investment Advisors
Montana
– -$346K -3,000 Closed
MPM
2207
MBB Public Markets
Illinois
– -$332K -2,880 Closed
KI
2208
Kapitalo Investimentos
Brazil
– -$324K -2,812 Closed
PAA
2209
Peregrine Asset Advisers
Oregon
– -$300K -2,606 Closed
BWP
2210
Baldwin Wealth Partners
Massachusetts
– -$299K -2,590 Closed
SPWM
2211
Schrum Private Wealth Management
Florida
– -$294K -2,546 Closed
MCM
2212
Mainstay Capital Management
Michigan
– -$285K -2,475 Closed
BWP
2213
Barlow Wealth Partners
Kentucky
– -$272K -2,469 Closed
AFGAS
2214
Allegiance Financial Group Advisory Services
Virginia
– -$279K -2,422 Closed
CA
2215
Calton & Associates
Florida
– -$277K -2,402 Closed
PMAM
2216
Penn Mutual Asset Management
Pennsylvania
– -$277K -2,400 Closed
JE
2217
JMAC Enterprises
Pennsylvania
– -$250K -2,166 Closed
PWA
2218
Primoris Wealth Advisors
Florida
– -$248K -2,148 Closed
SMA
2219
Sage Mountain Advisors
Georgia
– -$244K -2,115 Closed
MA
2220
Mezzasalma Advisors
New Jersey
– -$240K -2,080 Closed
CC
2221
Corton Capital
Ontario, Canada
– -$240K -2,078 Closed
OFG
2222
Oxford Financial Group
Indiana
– -$240K -2,078 Closed
FFA
2223
First Foundation Advisors
California
– -$239K -2,075 Closed
NC
2224
NBW Capital
Massachusetts
– -$239K -2,072 Closed
LA
2225
Lifeworks Advisors
Michigan
– -$235K -2,040 Closed
87 88
89
90 91