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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 %
Lido Advisors
526
Lido Advisors
California
$2.6M -$253K -2,606 -9%
GC
527
Guardian Capital
Ontario, Canada
$2.6M – – –
MA
528
MONECO Advisors
Connecticut
$2.6M +$2.15M +22,177 +484%
EF
529
Empirical Finance
Pennsylvania
$2.6M +$18.7K +193 +0.7%
CC
530
Constitution Capital
Connecticut
$2.58M -$167K -1,718 -6%
RP
531
Rowlandmiller & Partners
Georgia
$2.57M -$92.6K -954 -3%
PS
532
Principal Securities
Iowa
$2.56M +$2.56M +26,430 New
HWAM
533
Hennion & Walsh Asset Management
New Jersey
$2.56M -$70.7K -729 -3%
CBB
534
Citizens Business Bank
California
$2.56M -$146K -1,503 -5%
BBVA
535
Banco Bilbao Vizcaya Argentaria
Spain
$2.55M +$10.9K +112 +0.4%
DAS
536
Dynamic Advisor Solutions
Arizona
$2.54M +$111K +1,122 +5%
SAM
537
Strategy Asset Managers
California
$2.54M -$31.5K -325 -1%
RBA
538
Richard Bernstein Advisors
New York
$2.53M -$356K -3,664 -12%
TCM
539
Twin Capital Management
Pennsylvania
$2.53M -$50.8K -523 -2%
NB
540
Norinchukin Bank
Japan
$2.52M -$88.1K -908 -3%
CA
541
Cullinan Associates
Kentucky
$2.52M -$217K -2,236 -8%
VNIM
542
Vaughan Nelson Investment Management
Texas
$2.51M -$272K -2,800 -10%
B
543
Bailard
California
$2.51M -$29.5K -304 -1%
SFI
544
Siemens Fonds Invest
Germany
$2.5M -$432K -4,448 -15%
MFFIA
545
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.5M -$873 -9 -0%
DWP
546
Daymark Wealth Partners
Ohio
$2.49M -$11K -113 -0.4%
CSPIA
547
Cary Street Partners Investment Advisory
Virginia
$2.48M -$133K -1,368 -5%
AUB
548
Atlantic Union Bankshares
Virginia
$2.46M -$156K -1,612 -6%
FCB
549
First County Bank
Connecticut
$2.46M -$245K -2,524 -9%
APC
550
Aspire Private Capital
North Carolina
$2.45M +$54.3K +560 +2%
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