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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 %
SP
601
Successful Portfolios
Florida
$2.05M +$193K +1,988 +10%
CC
602
Courier Capital
New York
$2.05M -$25.8K -266 -1%
EFMC
603
Empire Financial Management Company
New York
$2.04M +$20.6K +212 +1%
LDB
604
Lee, Danner & Bass
Tennessee
$2.03M +$42.2K +435 +2%
Squarepoint
605
Squarepoint
New York
$2.03M -$11M -113,073 -84%
WA
606
Wealth Alliance
New York
$2.02M +$429K +4,424 +27%
TT
607
TI-Trust
Illinois
$2.02M – – –
CA
608
CGN Advisors
Kansas
$2.02M +$14.5K +149 +0.7%
GT
609
Greenleaf Trust
Michigan
$2.01M -$767K -7,901 -28%
CL
610
Choreo LLC
Illinois
$2.01M -$88.7K -914 -4%
Assenagon Asset Management
611
Assenagon Asset Management
Luxembourg
$2.01M -$24M -247,249 -92%
SGCA
612
Steel Grove Capital Advisors
Tennessee
$2M -$146K -1,507 -7%
Los Angeles Capital Management
613
Los Angeles Capital Management
California
$2M -$152K -1,570 -7%
SB
614
Strategic Blueprint
Georgia
$1.99M -$23.9K -246 -1%
FFP
615
FourThought Financial Partners
Florida
$1.97M +$18.5K +191 +0.9%
CCP
616
Clarkston Capital Partners
Michigan
$1.96M – – –
SFS
617
Stiles Financial Services
Minnesota
$1.95M +$542K +5,584 +39%
UFG
618
United Fire Group
Iowa
$1.94M – – –
FI
619
FJ Investments
Utah
$1.94M +$1.94M +20,000 New
VCA
620
Verdence Capital Advisors
Maryland
$1.94M +$19.1K +197 +1%
CFB
621
Cullen/Frost Bankers
Texas
$1.93M -$376K -3,878 -16%
MBTD
622
Mechanics Bank - Trust Department
California
$1.93M -$11.3K -116 -0.6%
SF
623
Symphony Financial
Texas
$1.91M -$212K -2,163 -10%
DIP
624
Davis Investment Partners
North Carolina
$1.91M +$126K +1,280 +7%
BCP
625
Berkeley Capital Partners
Georgia
$1.89M -$234K -2,415 -11%
23 24
25
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