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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 %
SPC
576
Sigma Planning Corp
Michigan
$2.18M -$2.56M -26,423 -54%
SW
577
SVB Wealth
Massachusetts
$2.17M +$37.1K +382 +2%
CNBT
578
Canandaigua National Bank & Trust
New York
$2.15M -$84.6K -872 -4%
FC
579
Forte Capital
New York
$2.15M -$31.2K -322 -1%
CIA
580
CCM Investment Advisers
South Carolina
$2.15M +$2.15M +22,114 New
KWA
581
Kingswood Wealth Advisors
California
$2.14M +$775K +7,991 +57%
FMWA
582
Forvis Mazars Wealth Advisors
Missouri
$2.13M -$362K -3,731 -15%
BO
583
Bank OZK
Arkansas
$2.13M -$15K -155 -0.7%
NHC
584
Nicholas Hoffman & Company
Georgia
$2.13M +$15.8K +163 +0.7%
IA
585
IFP Advisors
Florida
$2.13M -$2.15M -22,113 -50%
EWA
586
EP Wealth Advisors
California
$2.13M +$152K +1,569 +8%
BFG
587
Bleakley Financial Group
New Jersey
$2.12M +$39.2K +404 +2%
SS
588
Simplicity Solutions
Minnesota
$2.12M +$38.6K +398 +2%
TA
589
Townsend & Associates
Colorado
$2.12M -$23.7K -251 -1%
SVWAG
590
Sound View Wealth Advisors Group
Georgia
$2.11M -$88.6K -913 -4%
APP
591
Avantax Planning Partners
Iowa
$2.11M -$139K -1,429 -6%
SIM
592
Stratos Investment Management
Ohio
$2.11M +$190K +1,963 +10%
TCMG
593
TSP Capital Management Group
New Jersey
$2.1M +$679 +7 +0%
TAIM
594
Te Ahumairangi Investment Management
New Zealand
$2.1M -$609K -6,280 -22%
MCM
595
MAI Capital Management
Ohio
$2.09M +$128K +1,322 +7%
MGWM
596
Marks Group Wealth Management
Minnesota
$2.08M -$279K -2,870 -12%
LNC
597
Lincoln National Corp
Pennsylvania
$2.08M -$27.9K -287 -1%
SIC
598
Shoker Investment Counsel
Ohio
$2.07M +$51.3K +529 +3%
FSA
599
Franklin Street Advisors
North Carolina
$2.07M -$30.6K -315 -1%
WCAMG
600
Woodard & Company Asset Management Group
North Carolina
$2.06M +$9.7K +100 +0.5%
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