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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 %
FWM
501
Fairhaven Wealth Management
Illinois
$2.74M +$385K +3,963 +16%
FWP
502
FAS Wealth Partners
Kansas
$2.74M +$285K +2,933 +12%
PA
503
Pinnacle Associates
New York
$2.74M -$7.47K -77 -0.3%
MA
504
Mutual Advisors
Nebraska
$2.72M +$96.1K +990 +4%
AIA
505
Armor Investment Advisors
North Carolina
$2.72M -$125K -1,284 -4%
AWM
506
Axxcess Wealth Management
California
$2.72M +$1.14M +11,715 +72%
SSWG
507
Seven Springs Wealth Group
Tennessee
$2.7M +$117K +1,208 +5%
WANY
508
Wealthspire Advisors (New York)
New York
$2.69M +$447K +4,605 +20%
TYCC
509
Texas Yale Capital Corp
Florida
$2.69M +$779K +8,026 +41%
KWM
510
Kingsview Wealth Management
Oregon
$2.69M -$523K -5,389 -16%
CAG
511
Csenge Advisory Group
Florida
$2.67M -$319K -3,283 -11%
JWCA
512
J.W. Cole Advisors
Florida
$2.67M +$11.2K +115 +0.4%
IAN
513
Integrated Advisors Network
Texas
$2.67M +$57.2K +589 +2%
KRSITF
514
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.66M +$190K +1,953 +8%
CIA
515
Concurrent Investment Advisors
Florida
$2.66M +$2.66M +27,438 New
BAMF
516
BI Asset Management Fondsmaeglerselskab
Denmark
$2.65M -$428K -4,415 -14%
SIG
517
Stonegate Investment Group
Alabama
$2.63M -$252K -2,597 -9%
MCM
518
Mill Capital Management
North Carolina
$2.62M -$23.2K -239 -0.9%
TSWM
519
Triangle Securities Wealth Management
North Carolina
$2.62M +$129K +1,333 +5%
TNBTD
520
Trustmark National Bank Trust Department
Mississippi
$2.61M -$69.9K -720 -3%
PCIA
521
Prime Capital Investment Advisors
Kansas
$2.61M +$187K +1,929 +8%
MOS
522
MGO One Seven
Ohio
$2.61M -$216K -2,230 -8%
PWP
523
Principle Wealth Partners
Connecticut
$2.61M +$611K +6,293 +31%
TW
524
TrinityPoint Wealth
Connecticut
$2.61M +$179K +1,841 +7%
SFP
525
Shepherd Financial Partners
Massachusetts
$2.6M +$6.6K +68 +0.3%
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