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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 %
RRCM
2251
Rappaport Reiches Capital Management
Illinois
– -$207K -1,794 Closed
CP
2252
Covenant Partners
Tennessee
– -$207K -1,792 Closed
SCI
2253
Silver Coast Investments
United States
– -$206K -1,785 Closed
SIAG
2254
Safeguard Investment Advisory Group
California
– -$206K -1,784 Closed
CRIG
2255
Charter Research & Investment Group
Connecticut
– -$205K -1,781 Closed
MWM
2256
Mattern Wealth Management
Kansas
– -$205K -1,780 Closed
IWA
2257
IVC Wealth Advisors
Pennsylvania
– -$205K -1,774 Closed
ACI
2258
Alpha Cubed Investments
California
– -$203K -1,764 Closed
CWM
2259
Chesapeake Wealth Management
Virginia
– -$203K -1,763 Closed
PWPS
2260
Pinnacle Wealth Planning Services
Ohio
– -$203K -1,762 Closed
BWM
2261
BCS Wealth Management
Tennessee
– -$203K -1,758 Closed
MIM
2262
Moseley Investment Management
Florida
– -$202K -1,755 Closed
PBF
2263
Petix & Botte Financial
California
– -$202K -1,752 Closed
1IA
2264
1834 Investment Advisors
Wisconsin
– -$201K -1,744 Closed
SL
2265
Sentry LLC
Tennessee
– -$201K -1,744 Closed
BFA
2266
Beaumont Financial Advisors
Massachusetts
– -$200K -1,739 Closed
RB
2267
Renasant Bank
Mississippi
– -$200K -1,737 Closed
RWA
2268
Redmont Wealth Advisors
Illinois
– -$135K -1,170 Closed
AF
2269
Arrow Financial
New York
– -$107K -930 Closed
KC
2270
Kepos Capital
New York
– -$105K -908 Closed
CPA
2271
Capital Performance Advisors
California
– -$83.8K -727 Closed
MIM
2272
Macroview Investment Management
Maryland
– -$72.9K -632 Closed
NFA
2273
Northwest Financial Advisors
Virginia
– -$66.6K -577 Closed
LFA
2274
Livelsberger Financial Advisory
Ohio
– -$57.9K -502 Closed
BIC
2275
Beach Investment Counsel
Pennsylvania
– -$58K -500 Closed
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