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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 %
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$20.8M +$2.33M +21,587 +13%
Bank of Nova Scotia
202
Bank of Nova Scotia
Ontario, Canada
$20.5M -$37.9M -351,774 -65%
UB
203
UMB Bank
Missouri
$20.4M -$152K -1,411 -0.7%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$20.3M +$3.28M +30,441 +19%
CA
205
CapWealth Advisors
Tennessee
$20.3M +$205K +1,903 +1%
OAM
206
Oppenheimer Asset Management
New York
$19.8M +$160K +1,484 +0.8%
QCM
207
QRG Capital Management
Illinois
$19.7M +$5.45M +50,630 +38%
CF
208
Corebridge Financial
Texas
$19.1M -$904K -8,390 -5%
Calamos Advisors
209
Calamos Advisors
Illinois
$19M – – –
NAM
210
NorthCrest Asset Manangement
Minnesota
$18.9M +$126K +1,173 +0.7%
Universal-Beteiligungs- und Servicegesellschaft
211
Universal-Beteiligungs- und Servicegesellschaft
Germany
$18.7M +$18.7M +174,004 New
BF
212
BOK Financial
Oklahoma
$18.2M -$700K -6,610 -4%
CNB
213
Czech National Bank
Czech Republic
$18M +$1.1M +10,246 +7%
Retirement Systems of Alabama
214
Retirement Systems of Alabama
Alabama
$18M -$183K -1,699 -1%
WIC
215
Woodmont Investment Counsel
Tennessee
$18M -$93.5K -868 -0.5%
TAM
216
Tocqueville Asset Management
New York
$17.3M +$64K +594 +0.4%
FCI
217
Financial Counselors Inc
Kansas
$17.1M -$101K -941 -0.6%
DILIC
218
Dai-ichi Life Insurance Company
Japan
$17M -$1.4M -13,000 -8%
Hudson Bay Capital Management
219
Hudson Bay Capital Management
Connecticut
$16.9M +$9.53M +88,425 +130%
EGM
220
Engineers Gate Manager
New York
$16.8M +$16M +148,827 +2,224%
KAS
221
Kestra Advisory Services
Texas
$16.7M -$4.05M -37,629 -20%
BCI
222
Brinker Capital Investments
Pennsylvania
$16.5M +$209K +1,941 +1%
OPS
223
Orion Portfolio Solutions
Nebraska
$16.5M +$209K +1,941 +1%
Jacobs Levy Equity Management
224
Jacobs Levy Equity Management
New Jersey
$16.5M -$13.8M -127,795 -46%
CSS
225
Cubist Systematic Strategies
Connecticut
$16.3M +$10.1M +94,090 +163%
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