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DUK - Duke Energy Corp Stock Price, Fair Value and News
103.89
USD
+1.05
(+1.02%)
Market Closed
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DUK
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Funds-Owners-Holders
Which funds bought or sold DUK recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-17
Kozak & Associates, Inc.
ADDED
Premium
Premium
Premium
Premium
894
2024-05-17
Plato Investment Management Ltd
UNCHANGED
Premium
Premium
Premium
Premium
3,068
2024-05-17
Aspect Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
63.00
2024-05-17
Lummis Asset Management, LP
UNCHANGED
Premium
Premium
Premium
Premium
500
2024-05-17
New Covenant Trust Company, N.A.
NEW
Premium
Premium
Premium
Premium
1,711
2024-05-17
CITIZENS FINANCIAL GROUP INC/RI
ADDED
Premium
Premium
Premium
Premium
7,040
2024-05-17
CCM INVESTMENT ADVISERS LLC
REDUCED
Premium
Premium
Premium
Premium
20,489
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
1,058,840
2024-05-16
KLCM Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
5,181
2024-05-16
Jaffetilchin Investment Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
17,982
2024-05-16
Ancora Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
6,564
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
84,071
2024-05-16
First Western Trust Bank
ADDED
Premium
Premium
Premium
Premium
3,651
2024-05-16
Colony Group, LLC
ADDED
Premium
Premium
Premium
Premium
90,462
2024-05-16
ALETHEA CAPITAL MANAGEMENT, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
117,222
2024-05-16
Tidal Investments LLC
ADDED
Premium
Premium
Premium
Premium
37,067
2024-05-16
Arete Wealth Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
17,004
2024-05-16
Adalta Capital Management LLC
ADDED
Premium
Premium
Premium
Premium
15,968
2024-05-16
Garner Asset Management Corp
REDUCED
Premium
Premium
Premium
Premium
4,081
2024-05-16
Redwood Investment Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Semmax Financial Advisors Inc.
REDUCED
Premium
Premium
Premium
Premium
42,332
2024-05-16
FSA Wealth Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
437
2024-05-16
DCM Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Beacon Capital Management, LLC
ADDED
Premium
Premium
Premium
Premium
3,524
Rows per page:
10
25
50
All
1–25 of 1906
Which funds are the top buyers of DUK?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
70,675,700
6,835,050,000
0.14%
BlackRock Inc.
56,852,100
5,498,170,000
0.13%
STATE STREET CORP
38,462,100
3,719,670,000
0.17%
WELLINGTON MANAGEMENT GROUP LLP
20,165,600
1,950,220,000
0.35%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
18,606,600
1,799,440,000
0.54%
GEODE CAPITAL MANAGEMENT, LLC
16,552,400
1,601,370,000
0.15%
Capital Research Global Investors
11,493,300
1,111,520,000
0.25%
MORGAN STANLEY
10,896,000
1,053,750,000
0.09%
BANK OF AMERICA CORP /DE/
8,807,250
851,749,000
0.08%
Royal Bank of Canada
8,704,620
841,824,000
0.19%
Rows per page:
10
1–10 of 98
Which funds have put a big percent of portfolio in DUK?
Fund Name
$ Value
% Port.
Maple-Brown Abbott Ltd
94,114,000
9.66%
Bruce & Co., Inc.
19,718,200
6.54%
Coann Capital LLC
12,106,900
5.76%
SYMONS CAPITAL MANAGEMENT INC
6,597,000
4.23%
BCWM, LLC
11,399,900
3.92%
Canal Insurance CO
14,523,000
3.72%
Kessler Investment Group, LLC
5,941,180
3.68%
United Fire Group Inc
1,940,800
3.53%
CINCINNATI CASUALTY CO
6,411,870
3.51%
Peregrine Asset Advisers, Inc.
8,746,730
3.49%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold DUK
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
ExodusPoint Capital Management, LP
106,203,000
BROOKFIELD Corp /ON/
36,278,000
Mn Services Vermogensbeheer B.V.
30,135,000
NATIXIS
28,652,700
PAYDEN & RYGEL INVESTMENT GROUP
16,324,000
Aventail Capital Group, LP
10,022,200
Trexquant Investment LP
7,569,010
Cubist Systematic Strategies, LLC
7,400,250
Additions
Fund Name
% Increased
Qube Research & Technologies Ltd
21,014
RENAISSANCE TECHNOLOGIES LLC
6,052
Assenagon Asset Management S.A.
4,163
Squarepoint Ops LLC
1,500
EXCHANGE TRADED CONCEPTS, LLC
1,319
Gotham Asset Management, LLC
1,075
LOWE BROCKENBROUGH & CO INC
982
CAPSTONE INVESTMENT ADVISORS, LLC
906
Reductions
Fund Name
% Reduced
Graham Capital Management, L.P.
-98.81
Mayflower Financial Advisors, LLC
-97.46
Bremer Bank National Association
-92.23
BALDWIN BROTHERS LLC/MA
-90.84
Transamerica Financial Advisors, Inc.
-90.3
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
-90.18
BOK Financial Private Wealth, Inc.
-89.17
CINCINNATI FINANCIAL CORP
-87.49
Sold off
Fund Name
$ Sold
Hudson Bay Capital Management LP
-24,035,700
ING GROEP NV
-21,796,100
Yaupon Capital Management LP
-14,672,400
Greystone Financial Group, LLC
-6,354,900
Portfolio Design Labs, LLC
-4,148,460
SteelPeak Wealth, LLC
-3,638,710
Jump Financial, LLC
-3,590,480
BARTLETT & CO. WEALTH MANAGEMENT LLC
-3,433,160