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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 %
BBNA
476
Bremer Bank National Association
Minnesota
$3.05M +$47.4K +488 +2%
MLICM
477
Metropolitan Life Insurance Company (MetLife)
New York
$3.04M -$50.2K -517 -2%
RCM
478
Raleigh Capital Management
North Carolina
$3.04M -$77K -793 -2%
RDWM
479
Red Door Wealth Management
Tennessee
$3.04M +$252K +2,599 +9%
PA
480
Profund Advisors
Maryland
$3.02M -$79.1K -815 -3%
LA
481
Lynch & Associates
Indiana
$3.02M -$76.2K -785 -2%
RIL
482
Rothschild Investment LLC
Illinois
$3.02M -$543K -5,595 -15%
PT
483
Plimoth Trust
Massachusetts
$3.01M +$339K +3,493 +13%
FNB
484
Farmers National Bank
Kentucky
$2.97M -$100K -1,031 -3%
MCB
485
Morton Community Bank
Illinois
$2.95M +$2.95M +30,410 New
MA
486
Montag & Associates
Georgia
$2.95M -$211K -2,170 -7%
HCM
487
Hall Capital Management
Rhode Island
$2.93M -$721K -7,430 -20%
SCM
488
Schnieders Capital Management
California
$2.93M -$344K -3,544 -10%
SWA
489
Stratos Wealth Advisors
Ohio
$2.93M +$346K +3,570 +13%
CCM
490
Cohen Capital Management
California
$2.92M – – –
USCWA
491
U.S. Capital Wealth Advisors
Texas
$2.92M -$2.74M -28,199 -48%
GCA
492
Greenwood Capital Associates
South Carolina
$2.91M -$27.9K -288 -0.9%
BPC
493
Banque Pictet & Cie
Switzerland
$2.91M -$223K -2,301 -7%
TCOT
494
Trust Company of Toledo
Ohio
$2.91M +$143K +1,475 +5%
ECM
495
Everence Capital Management
Indiana
$2.85M – – –
SSWM
496
Sheets Smith Wealth Management
North Carolina
$2.85M -$67K -690 -2%
RMC
497
Resources Management Corp
Connecticut
$2.79M -$39.6K -408 -1%
AMG
498
Advisors Management Group
Wisconsin
$2.78M -$11.5K -118 -0.4%
HFBOT
499
Home Federal Bank of Tennessee
Tennessee
$2.76M -$2.14K -22 -0.1%
CWC
500
Carolinas Wealth Consulting
North Carolina
$2.76M -$3.41K -193 -0.1%
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