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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
27.79%
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
+$1,000M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$396M
3
Macquarie Group
Macquarie Group
Australia
+$340M
4
Barclays
Barclays
United Kingdom
+$150M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$102M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$84.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$81M
3
CCM
Cullen Capital Management
New York
-$64M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$56.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
276
Tompkins Financial
New York
$8.13M +$1.02M +10,502 +14%
SC
277
SouthState Corp
Florida
$8.11M -$157K -1,616 -2%
SOADOR
278
State of Alaska Department of Revenue
Alaska
$8.08M -$811K -8,360 -9%
OC
279
Oppenheimer & Co
New York
$7.99M +$824K +8,495 +12%
MDCM
280
Morgan Dempsey Capital Management
Wisconsin
$7.95M -$421K -4,342 -5%
BRWA
281
B. Riley Wealth Advisors
Florida
$7.85M -$303K -3,125 -4%
BIA
282
Biondo Investment Advisors
Pennsylvania
$7.79M +$56.2K +579 +0.7%
AIM
283
Anchor Investment Management
South Carolina
$7.79M +$164K +1,695 +2%
SC
284
Savant Capital
Illinois
$7.73M -$12.6K -130 -0.2%
PP
285
Prudential plc
United Kingdom
$7.6M +$6.41K +66 +0.1%
SFA
286
Sequoia Financial Advisors
Ohio
$7.53M +$515K +5,312 +7%
Pathstone Holdings
287
Pathstone Holdings
New Jersey
$7.46M +$7.46M +76,801 New
Focus Partners Wealth
288
Focus Partners Wealth
Massachusetts
$7.39M +$7.39M +76,119 New
PAG
289
Private Advisor Group
New Jersey
$7.33M +$241K +2,485 +3%
ASN
290
Advisory Services Network
Georgia
$7.27M -$637K -6,567 -8%
PTC
291
Philadelphia Trust Company
Pennsylvania
$7.26M +$764K +7,872 +12%
FCBT
292
First Citizens Bank & Trust
North Carolina
$7.22M -$519K -5,347 -7%
GCM
293
Greenland Capital Management
New York
$7.12M -$7.96M -81,985 -53%
FTC
294
Farmers Trust Company
Ohio
$7.11M +$1.24M +12,796 +21%
NEAM
295
New England Asset Management
Connecticut
$7.05M -$670K -6,900 -9%
KeyBank National Association
296
KeyBank National Association
Ohio
$7.05M +$151K +1,551 +2%
AAS
297
Avantax Advisory Services
Texas
$6.94M +$117K +1,206 +2%
AG
298
Advocate Group
Minnesota
$6.87M +$159K +1,641 +2%
OHIS
299
Oak Harvest Investment Services
Texas
$6.87M +$198K +2,042 +3%
PP
300
Patten & Patten
Tennessee
$6.84M -$715K -7,364 -9%
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