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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 %
Fayez Sarofim & Co
401
Fayez Sarofim & Co
Texas
$4.19M -$1.57M -17,150 -27%
TWC
402
TD Waterhouse Canada
Ontario, Canada
$4.19M +$1.17M +10,526 +39%
LIM
403
Leavell Investment Management
Alabama
$4.19M -$33.5K -345 -0.8%
PDL
404
Portfolio Design Labs
California
$4.15M +$4.15M +42,750 New
PGFC
405
Peapack-Gladstone Financial Corp
New Jersey
$4.14M -$290K -2,989 -7%
Capital Fund Management (CFM)
406
Capital Fund Management (CFM)
France
$4.13M -$8.63M -88,977 -68%
PMIA
407
Patrick Mauro Investment Advisor
Illinois
$4.12M -$425K -4,379 -9%
WCM
408
Whitener Capital Management
North Carolina
$4.04M -$200K -2,058 -5%
SFA
409
Semmax Financial Advisors
North Carolina
$4.03M -$286K -3,117 -7%
FBT
410
First Bank & Trust
South Dakota
$4.03M +$62.8K +647 +2%
HIC
411
Holderness Investments Company
North Carolina
$4M +$154K +1,588 +4%
AWM
412
Apollon Wealth Management
South Carolina
$3.99M +$530K +5,466 +15%
CIBC Private Wealth Group
413
CIBC Private Wealth Group
Georgia
$3.95M +$46.1K +475 +1%
SIC
414
Salem Investment Counselors
North Carolina
$3.94M -$80.5K -830 -2%
Loomis, Sayles & Company
415
Loomis, Sayles & Company
Massachusetts
$3.94M +$1.25M +12,846 +46%
TA
416
Tectonic Advisors
Texas
$3.91M +$234K +2,415 +6%
SIG
417
Sky Investment Group
Connecticut
$3.9M -$7.28K -75 -0.2%
NMERB
418
New Mexico Educational Retirement Board
New Mexico
$3.89M – – –
TSW
419
Thompson Siegel & Walmsley
Virginia
$3.88M +$97.1K +1,000 +3%
CCP
420
Clough Capital Partners
Massachusetts
$3.87M -$786K -8,100 -17%
FHA
421
First Horizon Advisors
Tennessee
$3.87M +$34.7K +358 +0.9%
TIAA Trust, National Association
422
TIAA Trust, National Association
North Carolina
$3.86M -$91.9K -947 -2%
LFAS
423
Level Four Advisory Services
Texas
$3.85M +$365K +3,760 +10%
FFN
424
Focus Financial Network
Minnesota
$3.84M +$2.66M +27,425 +225%
RIA
425
Regal Investment Advisors
Michigan
$3.83M +$172K +1,769 +5%
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