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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 %
WCM
301
Windward Capital Management
California
$6.84M +$15.4K +159 +0.2%
WA
302
Wasatch Advisors
Utah
$6.8M +$97K +1,000 +1%
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$6.79M -$135K -1,388 -2%
AI
304
Atria Investments
North Carolina
$6.76M +$1.25M +12,901 +23%
Daiwa Securities Group
305
Daiwa Securities Group
Japan
$6.75M +$498K +5,127 +8%
WF
306
Welch & Forbes
Massachusetts
$6.66M -$413K -4,253 -6%
ACA
307
Aptus Capital Advisors
Alabama
$6.58M +$5.1M +52,526 +343%
SA
308
Strategic Advisors
New York
$6.44M -$96.4K -993 -1%
CCC
309
Cincinnati Casualty Company
Ohio
$6.43M – – –
IF
310
Insight Folios
North Carolina
$6.42M +$299K +3,083 +5%
D.E. Shaw & Co
311
D.E. Shaw & Co
New York
$6.41M -$363K -3,737 -5%
TPCW
312
TD Private Client Wealth
New York
$6.4M -$696K -7,169 -10%
FPB
313
First PREMIER Bank
South Dakota
$6.36M -$95.8K -987 -1%
SCA
314
Snowden Capital Advisors
New York
$6.36M -$552K -5,689 -8%
GFG
315
Greystone Financial Group
Michigan
$6.35M -$621K -6,398 -9%
GI
316
GLOBALT Investments
Georgia
$6.35M +$6.35M +65,443 New
GT
317
Glenmede Trust
Pennsylvania
$6.32M -$133K -1,373 -2%
SIA
318
Soltis Investment Advisors
Utah
$6.31M -$350K -3,610 -5%
CNB
319
Camden National Bank
Maine
$6.27M +$45.5K +469 +0.7%
GIBU
320
Gulf International Bank (UK)
United Kingdom
$6.26M -$575K -5,929 -8%
NC
321
NewSquare Capital
Pennsylvania
$6.22M -$26.8K -280 -0.4%
Wealthfront Advisers
322
Wealthfront Advisers
California
$6.2M +$2.34M +24,103 +61%
Connor, Clark & Lunn Investment Management (CC&L)
323
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.14M +$4.47M +46,017 +267%
HWM
324
HB Wealth Management
Georgia
$6.11M -$361K -3,725 -6%
TC
325
TownSquare Capital
Utah
$6.09M -$82.5K -850 -1%
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