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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 %
AG
326
Ascent Group
Virginia
$6.08M +$126K +1,359 +2%
Robeco Institutional Asset Management
327
Robeco Institutional Asset Management
Netherlands
$6.02M -$96.3K -992 -2%
APF
328
Alaska Permanent Fund
Alaska
$5.99M +$39.8K +410 +0.7%
KRS
329
Kentucky Retirement Systems
Kentucky
$5.98M +$441K +4,543 +8%
SSWM
330
Smith Salley Wealth Management
North Carolina
$5.98M -$508K -5,236 -8%
BPA
331
Beacon Pointe Advisors
California
$5.97M -$219K -2,257 -4%
GWM
332
Geneos Wealth Management
Colorado
$5.93M -$1.56M -16,123 -21%
CCM
333
Canal Capital Management
Virginia
$5.87M +$327K +3,371 +6%
CIA
334
Capital Investment Advisors
Georgia
$5.85M -$104K -1,073 -2%
WTB
335
Washington Trust Bank
Washington
$5.85M +$5.85M +60,310 New
OPERF
336
Oregon Public Employees Retirement Fund
Oregon
$5.84M +$60.8K +627 +1%
MSRPS
337
Maryland State Retirement & Pension System
Maryland
$5.82M +$109K +1,124 +2%
PMG
338
ProVise Management Group
Florida
$5.82M +$50.3K +518 +0.9%
PFS
339
Prospera Financial Services
Texas
$5.78M +$647K +6,667 +13%
BA
340
BCM Advisors
Louisiana
$5.77M – – –
PFA
341
Pathway Financial Advisers
Indiana
$5.68M +$25.6K +264 +0.5%
ACIM
342
Azimuth Capital Investment Management
Michigan
$5.67M +$2.28M +23,536 +67%
CM
343
Churchill Management
California
$5.56M +$616K +6,346 +12%
KPWS
344
Kestra Private Wealth Services
Texas
$5.54M +$374K +3,855 +7%
CIA
345
Covington Investment Advisors
Pennsylvania
$5.49M +$33.6K +346 +0.6%
AIMC
346
Alley Investment Management Company
Illinois
$5.38M +$559K +5,765 +12%
ICG
347
InterOcean Capital Group
Tennessee
$5.34M +$2.9M +29,842 +119%
ECM
348
Estabrook Capital Management
New York
$5.3M -$46.3K -477 -0.9%
SBWIC
349
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.3M -$92.1K -949 -2%
KFP
350
KMG Fiduciary Partners
Ohio
$5.29M -$154K -1,584 -3%
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