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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 %
X
251
Xponance
Pennsylvania
$9.58M +$529K +5,447 +6%
SCA
252
Stonebridge Capital Advisors
Minnesota
$9.36M +$727K +7,493 +8%
William Blair & Company
253
William Blair & Company
Illinois
$8.91M -$729K -7,512 -8%
SCTC
254
Sanibel Captiva Trust Company
Florida
$8.91M +$8.91M +91,786 New
Public Sector Pension Investment Board (PSP Investments)
255
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.78M -$8.64M -89,021 -50%
ZB
256
Zions Bancorporation
Utah
$8.76M -$18.8K -194 -0.2%
NAM
257
Nissay Asset Management
Japan
$8.7M +$282K +2,909 +3%
BCIM
258
British Columbia Investment Management
British Columbia, Canada
$8.61M +$1.81M +18,633 +27%
Pacer Advisors
259
Pacer Advisors
Pennsylvania
$8.56M +$973K +10,025 +13%
LW
260
Linscomb Wealth
Texas
$8.54M -$137K -1,409 -2%
Jones Financial Companies
261
Jones Financial Companies
Missouri
$8.53M +$149K +1,540 +2%
RJT
262
Raymond James Trust
Florida
$8.53M +$527K +5,430 +7%
DIA
263
Dean Investment Associates
Ohio
$8.51M +$333K +3,436 +4%
SMDAM
264
Sumitomo Mitsui DS Asset Management
Japan
$8.49M +$75.6K +779 +0.9%
BB
265
Bell Bank
North Dakota
$8.43M +$123K +1,266 +1%
AM
266
AGF Management
Ontario, Canada
$8.39M +$1.76M +18,120 +27%
Holocene Advisors
267
Holocene Advisors
New York
$8.37M -$1.77M -18,287 -17%
Rafferty Asset Management
268
Rafferty Asset Management
New York
$8.34M +$722K +7,439 +9%
LWANC
269
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.32M -$75.4K -777 -0.9%
TRCT
270
Tower Research Capital (TRC)
New York
$8.3M +$2.19M +22,544 +36%
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$8.29M +$317K +3,271 +4%
CIAS
272
Capital Investment Advisory Services
North Carolina
$8.23M +$220K +2,266 +3%
RRAM
273
River Road Asset Management
Kentucky
$8.21M +$8.21M +84,567 New
RBC
274
Romano Brothers & Co
Illinois
$8.17M +$46.8K +482 +0.6%
AWS
275
Atria Wealth Solutions
New York
$8.16M +$309K +3,189 +4%
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