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DUK - Duke Energy Corp Stock Price, Fair Value and News
98.11
USD
-0.13
(-0.13%)
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
2024-04-19
ALBION FINANCIAL GROUP /UT
ADDED
Premium
Premium
Premium
Premium
8,349
2024-04-19
BOURGEON CAPITAL MANAGEMENT LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
FORVIS Wealth Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
21,665
2024-04-19
State of Alaska, Department of Revenue
ADDED
Premium
Premium
Premium
Premium
83,625
2024-04-19
Fruth Investment Management
REDUCED
Premium
Premium
Premium
Premium
6,157
2024-04-19
Ipswich Investment Management Co., Inc.
ADDED
Premium
Premium
Premium
Premium
18,148
2024-04-19
Mesirow Financial Investment Management, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
Sumitomo Mitsui Trust Holdings, Inc.
REDUCED
Premium
Premium
Premium
Premium
1,938,430
2024-04-19
Westside Investment Management, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
671
2024-04-19
E&G Advisors, LP
UNCHANGED
Premium
Premium
Premium
Premium
5,600
2024-04-19
Tradewinds Capital Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,809
2024-04-19
Teamwork Financial Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
TRUST POINT INC.
REDUCED
Premium
Premium
Premium
Premium
8,022
2024-04-19
Donald L. Hagan, LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,312
2024-04-19
Community Bank & Trust, Waco, Texas
ADDED
Premium
Premium
Premium
Premium
16,496
2024-04-19
Cornerstone Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
11,918
2024-04-19
Maple-Brown Abbott Ltd
REDUCED
Premium
Premium
Premium
Premium
973,160
2024-04-19
Valeo Financial Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
21,368
2024-04-19
Kovack Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
8,683
2024-04-19
Uncommon Cents Investing LLC
ADDED
Premium
Premium
Premium
Premium
2,783
2024-04-19
Wealthfront Advisers LLC
ADDED
Premium
Premium
Premium
Premium
64,033
2024-04-19
Apexium Financial, LP
UNCHANGED
Premium
Premium
Premium
Premium
5,132
2024-04-19
LAKE STREET PRIVATE WEALTH, LLC
REDUCED
Premium
Premium
Premium
Premium
6,549
2024-04-19
Realta Investment Advisors
ADDED
Premium
Premium
Premium
Premium
8,118
2024-04-19
Insight Folios Inc
ADDED
Premium
Premium
Premium
Premium
68,229
Rows per page:
10
25
50
All
1–25 of 1909
Which funds are the top buyers of DUK?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
70,351,400
6,826,900,000
0.15%
BlackRock Inc.
58,024,000
5,630,650,000
0.14%
STATE STREET CORP
41,695,600
4,046,140,000
0.20%
WELLINGTON MANAGEMENT GROUP LLP
22,743,900
2,207,070,000
0.41%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
18,699,500
1,814,600,000
0.59%
GEODE CAPITAL MANAGEMENT, LLC
15,434,200
1,494,790,000
0.16%
FMR LLC
11,282,000
1,094,800,000
0.08%
Capital Research Global Investors
11,141,000
1,081,120,000
0.27%
MORGAN STANLEY
10,385,400
1,007,800,000
0.09%
Royal Bank of Canada
8,890,700
862,539,000
0.20%
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.
19,785,500
6.90%
Coann Capital LLC
12,106,900
5.76%
SYMONS CAPITAL MANAGEMENT INC
6,597,000
4.23%
Canal Insurance CO
14,572,000
4.03%
BCWM, LLC
11,843,700
4.01%
Mayflower Financial Advisors, LLC
27,788,300
3.84%
CINCINNATI CASUALTY CO
6,433,750
3.77%
United Fire Group Inc
1,940,800
3.53%
Clarity Financial LLC
23,000,700
3.48%
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
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
41,873,500
Yaupon Capital Management LP
14,672,400
PAYDEN & RYGEL
13,187,000
WEDGE CAPITAL MANAGEMENT L L P/NC
11,726,400
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
11,059,000
Sanibel Captiva Trust Company, Inc.
8,906,910
River Road Asset Management, LLC
8,206,380
Pathstone Holdings, LLC
7,457,740
Additions
Fund Name
% Increased
Spartan Planning & Wealth Management
29,600
NORDEN GROUP LLC
4,774
MARSHALL WACE, LLP
1,619
EXCHANGE TRADED CONCEPTS, LLC
1,319
GeoWealth Management, LLC
1,291
Compagnie Lombard Odier SCmA
1,120
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
1,091
CITADEL ADVISORS LLC
942
Reductions
Fund Name
% Reduced
CAPSTONE INVESTMENT ADVISORS, LLC
-98.76
Strategic Investment Solutions, Inc. /IL
-97.64
Calamos Wealth Management LLC
-97.57
Delos Wealth Advisors, LLC
-94.7
Qube Research & Technologies Ltd
-94.14
Allianz Asset Management GmbH
-85.03
Operose Advisors LLC
-71.43
Eudaimonia Partners, LLC
-69.06
Sold off
Fund Name
$ Sold
ASAHI LIFE ASSET MANAGEMENT CO., LTD.
-397,170,000
Balyasny Asset Management L.P.
-80,985,200
Zurich Insurance Group Ltd/FI
-52,702,100
ExodusPoint Capital Management, LP
-45,935,000
BROOKFIELD Corp /ON/
-38,128,300
JACOBS LEVY EQUITY MANAGEMENT, INC
-25,911,700
KETTLE HILL CAPITAL MANAGEMENT, LLC
-13,626,700
CANTOR FITZGERALD, L. P.
-12,474,500