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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 %
IA
451
IFG Advisory
Georgia
$3.38M +$186K +1,920 +6%
FDP
452
Financiere des Professionnels
Quebec, Canada
$3.37M +$37.4K +385 +1%
BW
453
Bison Wealth
Georgia
$3.36M -$28.8K -297 -0.8%
ACM
454
Argyle Capital Management
Pennsylvania
$3.33M -$701K -7,224 -17%
ST
455
Sentinel Trust
Texas
$3.28M -$2.43K -25 -0.1%
CCG
456
Cypress Capital Group
Florida
$3.28M +$52.2K +538 +2%
BG
457
Bahl & Gaynor
Ohio
$3.25M +$80.1K +825 +3%
LCM
458
Logan Capital Management
Pennsylvania
$3.25M -$172K -1,777 -5%
RFM
459
Royal Fund Management
Florida
$3.25M -$99.3K -1,024 -3%
CAM
460
Cresset Asset Management
Illinois
$3.24M -$112K -1,153 -3%
JHCP
461
Jackson Hole Capital Partners
Oklahoma
$3.23M +$157K +1,623 +5%
PAM
462
Pegasus Asset Management
New York
$3.22M +$134K +1,378 +4%
UCFA
463
United Capital Financial Advisors
Texas
$3.21M +$366K +3,771 +13%
NS
464
NBC Securities
Alabama
$3.18M -$15.8K -163 -0.5%
AAIM
465
American Assets Investment Management
California
$3.17M – – –
SGC
466
Slocum, Gordon & Co
Rhode Island
$3.17M -$11.3K -116 -0.4%
KA
467
Keene & Associates
Texas
$3.15M -$38K -392 -1%
TMAM
468
Tokio Marine Asset Management
Japan
$3.12M +$55.4K +571 +2%
IWC
469
Integrated Wealth Concepts
Massachusetts
$3.09M +$74.1K +764 +2%
SB
470
Simmons Bank
Arkansas
$3.09M +$30.7K +316 +1%
CA
471
Carson Advisory
Georgia
$3.09M +$605K +6,232 +24%
ATC
472
Argent Trust Co
Tennessee
$3.08M -$990K -10,206 -24%
EWM
473
Evercore Wealth Management
New York
$3.07M -$223K -2,300 -7%
TAM
474
Townsend Asset Management
North Carolina
$3.06M +$172K +1,771 +6%
SAMC
475
Spectrum Asset Management (California)
California
$3.05M -$60.8K -627 -2%
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