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Duke Energy
DUK

Overview Fund Activity

1,896 hedge funds and large institutions have $49.7B invested in Duke Energy in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 638 increasing their positions, 790 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,896
Holders Change
+118
Holders Change %
+6.64%
% of All Funds
27.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
246
Increased
638
Reduced
790
Closed
98
Calls
$537M
Puts
$345M
Net Calls
+$192M
Net Calls Change
+$87.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B
3
Macquarie Group
Macquarie Group
Australia
$422M
4
Barclays
Barclays
United Kingdom
$292M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$306M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
CCM
Cullen Capital Management
New York
$184M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.81B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
226
Yousif Capital Management
Michigan
$12.1M -$478K -4,928 -4%
NA
227
NewEdge Advisors
Louisiana
$12.1M +$1.35M +14,028 +13%
BL
228
BCWM LLC
Kansas
$11.8M +$119K +1,222 +1%
WCM
229
Wedge Capital Management
North Carolina
$11.7M +$11.7M +120,841 New
IAA
230
Independent Advisor Alliance
North Carolina
$11.7M -$121K -1,245 -1%
KAS
231
Kestra Advisory Services
Texas
$11.6M +$943K +9,718 +9%
VI
232
Vestcor Inc
New Brunswick, Canada
$11.4M -$9.82M -101,174 -46%
MHC
233
Meyer Handelman Company
New York
$11.4M -$388K -4,000 -3%
AWAG
234
ARS Wealth Advisors Group
Florida
$11.2M +$1.2M +12,353 +12%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$11.1M +$27.2K +280 +0.2%
HAI
236
Hennessy Advisors Inc
California
$11.1M -$311K -3,200 -3%
CFIA
237
Cantor Fitzgerald Investment Advisors
New York
$11.1M +$11.1M +113,963 New
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$11M -$433K -4,463 -4%
CC
239
Cornerstone Capital
California
$10.9M -$1.56M -16,084 -12%
IMPI
240
Ilmarinen Mutual Pension Insurance
Finland
$10.8M +$2.66M +27,400 +33%
WIC
241
Willis Investment Counsel
Georgia
$10.8M -$19.4K -200 -0.2%
BWL
242
Bogart Wealth LLC
Virginia
$10.7M -$93.4K -963 -0.9%
Marshall Wace
243
Marshall Wace
United Kingdom
$10.6M +$9.99M +102,927 +1,620%
NYLIM
244
New York Life Investment Management
New York
$10.6M -$79.9K -823 -0.7%
QCM
245
QRG Capital Management
Illinois
$10.5M +$475K +4,900 +5%
EAM
246
Eagle Asset Management
Florida
$10.4M -$331K -3,416 -3%
ProShare Advisors
247
ProShare Advisors
Maryland
$10M -$932K -9,601 -8%
MOACM
248
Mutual of America Capital Management
New York
$10M -$458K -4,716 -4%
Schroder Investment Management Group
249
Schroder Investment Management Group
United Kingdom
$9.98M +$1.1M +11,300 +12%
Janus Henderson Group
250
Janus Henderson Group
United Kingdom
$9.66M -$1.3M -13,433 -12%
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