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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 %
Brown Advisory
351
Brown Advisory
Maryland
$5.22M -$510K -5,254 -9%
WB
352
WesBanco Bank
West Virginia
$5.2M -$1.08M -11,160 -17%
CTC
353
Central Trust Company
Missouri
$5.17M -$188K -1,933 -4%
CA
354
Cetera Advisors
Colorado
$5.13M +$382K +3,933 +8%
MIM
355
Marco Investment Management
Georgia
$5.12M +$31.1K +320 +0.6%
SPIA
356
Steward Partners Investment Advisory
New York
$5.1M -$168K -1,729 -3%
SWP
357
Strategic Wealth Partners
Ohio
$5.1M -$1.88M -19,370 -27%
PSP
358
Principal Street Partners
Tennessee
$5.06M +$12.5K +129 +0.2%
FFA
359
Founders Financial Alliance
North Carolina
$5.04M -$275K -2,832 -5%
HIMCH
360
Hartford Investment Management Co (HIMCO)
Connecticut
$5.04M -$56.3K -580 -1%
BFG
361
Beacon Financial Group
Texas
$5.03M -$248K -2,556 -5%
FNBT
362
FineMark National Bank & Trust
Florida
$5.03M -$960K -9,888 -16%
CCM
363
Coldstream Capital Management
Washington
$5.03M +$272K +2,801 +6%
MC
364
Moors & Cabot
Massachusetts
$5.02M -$365K -3,759 -7%
EFIC
365
Eliot Finkel Investment Counsel
California
$4.98M -$43.2K -445 -0.9%
PAS
366
Park Avenue Securities
New York
$4.94M -$26.3K -271 -0.5%
CA
367
Commerzbank Aktiengesellschaft
Germany
$4.92M -$369K -3,806 -7%
Walleye Capital
368
Walleye Capital
New York
$4.92M -$5.38M -55,412 -52%
VPIM
369
Vanguard Personalized Indexing Management
California
$4.85M -$497K -5,126 -9%
OIA
370
OneDigital Investment Advisors
Kansas
$4.84M +$1.76M +18,183 +57%
FLI
371
Family Legacy Inc
South Carolina
$4.84M +$31.4K +324 +0.7%
SWP
372
Stratos Wealth Partners
Ohio
$4.8M +$32.7K +337 +0.7%
TCM
373
Tufton Capital Management
Maryland
$4.8M -$216K -2,229 -4%
RFC
374
Regions Financial Corp
Alabama
$4.79M +$374K +3,852 +8%
MYAM
375
Meiji Yasuda Asset Management
Japan
$4.76M +$342K +3,520 +8%
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