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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 %
CA
426
Cornerstone Advisors
North Carolina
$3.82M -$1.04M -10,700 -21%
ClearBridge Investments
427
ClearBridge Investments
New York
$3.79M +$2.45M +25,203 +182%
SYBT
428
Stock Yards Bank & Trust
Kentucky
$3.72M -$75.9K -782 -2%
AssetMark Inc
429
AssetMark Inc
California
$3.71M +$537K +5,538 +17%
AAM
430
Advisors Asset Management
Colorado
$3.71M -$382K -3,939 -9%
BCM
431
Birmingham Capital Management
Alabama
$3.71M -$45.2K -466 -1%
SP
432
Stablepoint Partners
Massachusetts
$3.7M +$3.7M +38,175 New
IC
433
IEQ Capital
California
$3.67M +$1.06M +10,918 +41%
Millennium Management
434
Millennium Management
New York
$3.67M -$16.3M -167,718 -82%
SFS
435
Sowell Financial Services
Arkansas
$3.67M +$194K +1,999 +6%
PI
436
Putnam Investments
Massachusetts
$3.66M -$118K -1,217 -3%
SW
437
SteelPeak Wealth
California
$3.64M +$3.64M +37,497 New
Carson Wealth (CWM LLC)
438
Carson Wealth (CWM LLC)
Nebraska
$3.63M +$406K +4,181 +13%
JF
439
Jump Financial
Illinois
$3.59M +$3.1M +31,939 +631%
WSTAM
440
Wilbanks Smith & Thomas Asset Management
Virginia
$3.56M -$654K -6,738 -16%
CAM
441
Close Asset Management
United Kingdom
$3.54M -$32.3K -333 -0.9%
PCA
442
Providence Capital Advisors
North Carolina
$3.52M -$121K -1,246 -3%
SG Americas Securities
443
SG Americas Securities
New York
$3.51M +$2.45M +25,206 +229%
MFG
444
Merit Financial Group
Georgia
$3.49M +$584K +6,023 +20%
BFEC
445
Benjamin F. Edwards & Company
Missouri
$3.48M +$1.16M +11,951 +50%
SCP
446
Stamos Capital Partners
California
$3.46M -$3.09M -31,870 -47%
JFL
447
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.44M -$48.5K -500 -1%
BFA
448
Bragg Financial Advisors
North Carolina
$3.44M +$315K +3,246 +10%
VA
449
Vident Advisory
Georgia
$3.43M +$2.52M +25,952 +276%
FNBOO
450
First National Bank of Omaha
Nebraska
$3.4M -$449K -4,630 -12%
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