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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 %
LA
2226
Lifeworks Advisors
Michigan
– -$235K -2,040 Closed
CWG
2227
Crown Wealth Group
North Carolina
– -$234K -2,026 Closed
WA
2228
Wambolt & Associates
Colorado
– -$232K -1,997 Closed
WP
2229
WealthPLAN Partners
Nebraska
– -$226K -1,957 Closed
WAM
2230
Worth Asset Management
Texas
– -$224K -1,947 Closed
FAG
2231
Fortitude Advisory Group
Washington
– -$224K -1,940 Closed
SSA
2232
South Street Advisors
New York
– -$223K -1,937 Closed
PL
2233
Plancorp LLC
Missouri
– -$221K -1,920 Closed
KOC
2234
Koss-Olinger Consulting
Florida
– -$220K -1,909 Closed
EA
2235
Everpar Advisors
Oklahoma
– -$217K -1,886 Closed
WCG
2236
Weaver Consulting Group
California
– -$217K -1,883 Closed
OFS
2237
Orrstown Financial Services
Pennsylvania
– -$217K -1,881 Closed
LFA
2238
Longview Financial Advisors
Alabama
– -$215K -1,861 Closed
AHC
2239
Adell Harriman & Carpenter
Texas
– -$214K -1,856 Closed
PS
2240
Planned Solutions
California
– -$214K -1,852 Closed
LCM
2241
Liberty Capital Management
Michigan
– -$213K -1,850 Closed
CCM
2242
Crew Capital Management
Ohio
– -$213K -1,845 Closed
SC
2243
Scotia Capital
Ontario, Canada
– -$213K -1,844 Closed
CPP
2244
Capasso Planning Partners
South Carolina
– -$212K -1,837 Closed
TP
2245
Tranquility Partners
Tennessee
– -$211K -1,833 Closed
AA
2246
Aufman Associates
Pennsylvania
– -$211K -1,828 Closed
1WA
2247
180 Wealth Advisors
Washington
– -$209K -1,816 Closed
JPMIA
2248
J.P. Marvel Investment Advisors
Massachusetts
– -$209K -1,811 Closed
BOM
2249
Bank of Marin
California
– -$209K -1,809 Closed
VBCG
2250
Valley Brook Capital Group
Pennsylvania
– -$208K -1,804 Closed
88 89
90
91 92