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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 %
PAM
376
Panagora Asset Management
Massachusetts
$4.75M +$173K +1,780 +4%
CT
377
Colonial Trust
South Carolina
$4.74M +$286K +2,945 +6%
SAM
378
Securian Asset Management
Minnesota
$4.73M -$636K -6,558 -12%
MCC
379
Money Concepts Capital
Florida
$4.68M -$20.2K -208 -0.4%
HPG
380
Harvest Portfolios Group
Ontario, Canada
$4.62M +$312K +3,213 +7%
KBC Group
381
KBC Group
Belgium
$4.62M -$52.5K -541 -1%
Vontobel Holding
382
Vontobel Holding
Switzerland
$4.62M -$226K -2,331 -5%
JPWM
383
Jamison Private Wealth Management
Georgia
$4.61M -$29.3K -302 -0.6%
QWM
384
Quadcap Wealth Management
Texas
$4.55M +$4.55M +46,935 New
PFP
385
Pinnacle Financial Partners
Tennessee
$4.54M -$1.23M -12,686 -21%
LSERS
386
Louisiana State Employees Retirement System
Louisiana
$4.52M -$116K -1,200 -3%
BFA
387
Benedict Financial Advisors
Georgia
$4.47M +$16.9K +174 +0.4%
Nisa Investment Advisors
388
Nisa Investment Advisors
Missouri
$4.47M -$104K -1,069 -2%
CGH
389
Crossmark Global Holdings
Texas
$4.46M +$130K +1,342 +3%
HCMT
390
Highland Capital Management (Tennessee)
Tennessee
$4.46M +$27.2K +280 +0.6%
FB
391
Fulton Bank
Pennsylvania
$4.4M -$56.6K -583 -1%
MGP
392
Metis Global Partners
California
$4.37M -$92.6K -954 -2%
AMIM
393
Aull & Monroe Investment Management
Alabama
$4.36M -$59.2K -610 -1%
CPIG
394
Chicago Partners Investment Group
Illinois
$4.35M -$50.8K -537 -1%
BIAS
395
Beacon Investment Advisory Services
New Jersey
$4.34M +$9.12K +94 +0.2%
BRM
396
Boston Research & Management
Massachusetts
$4.28M +$293K +3,022 +7%
JIC
397
Johnson Investment Counsel
Ohio
$4.26M +$37.9K +391 +0.9%
GWMIA
398
Global Wealth Management Investment Advisory
Florida
$4.24M -$11.5K -118 -0.3%
SCM
399
Shelton Capital Management
Colorado
$4.23M -$393K -4,046 -8%
IIM
400
Intact Investment Management
Quebec, Canada
$4.22M +$1.2M +12,400 +40%
14 15
16
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