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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 %
FM
551
Family Management
New York
$2.44M +$1.97M +20,274 +419%
ISB
552
Iowa State Bank
Iowa
$2.43M -$33.8K -348 -1%
NGA
553
Naples Global Advisors
Florida
$2.41M +$9.7K +100 +0.4%
HAG
554
HighPoint Advisor Group
Illinois
$2.39M +$2.39M +25,245 New
MMHP
555
Murphy Middleton Hinkle & Parker
Georgia
$2.39M -$50K -515 -2%
OCM
556
Orleans Capital Management
Louisiana
$2.39M -$4.85K -50 -0.2%
GRP
557
Global Retirement Partners
California
$2.39M +$6.57K +67 +0.3%
USAA
558
United Services Automobile Association
Texas
$2.37M +$348K +3,590 +17%
NMIMC
559
Northwestern Mutual Investment Management Company
Wisconsin
$2.37M +$6.6K +68 +0.3%
LOPW
560
Live Oak Private Wealth
North Carolina
$2.35M +$23.2K +239 +1%
EH
561
Equitable Holdings
New York
$2.33M -$82.6K -851 -3%
RIM
562
Redwood Investment Management
Arizona
$2.32M +$112K +1,155 +5%
MFGM
563
Marshall Financial Group (Maryland)
Maryland
$2.32M +$180K +1,857 +8%
BBA
564
BLB&B Advisors
Pennsylvania
$2.31M -$39.6K -408 -2%
WIS
565
Wright Investors Service
Connecticut
$2.3M -$395K -4,067 -15%
VRM
566
Vectors Research Management
New York
$2.29M -$76.9K -792 -3%
FCA
567
FinTrust Capital Advisors
South Carolina
$2.26M -$1.55K -16 -0.1%
MWM
568
Modera Wealth Management
New Jersey
$2.24M -$85.3K -879 -4%
HVIA
569
Hudson Valley Investment Advisors
New York
$2.24M -$913K -9,185 -29%
VWMG
570
Virginia Wealth Management Group
Virginia
$2.23M -$492K -5,070 -18%
SPG
571
Strategic Planning Group
Utah
$2.23M +$2.23M +22,950 New
SP
572
SWS Partners
Ohio
$2.22M -$72K -742 -3%
CFD
573
Creative Financial Designs
Indiana
$2.21M +$1.46K +15 +0.1%
RB
574
Rodgers Brothers
Pennsylvania
$2.2M -$155K -1,600 -7%
1832 Asset Management
575
1832 Asset Management
Ontario, Canada
$2.2M +$266K +2,736 +14%
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