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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 %
PFS
626
Physicians Financial Services
North Carolina
$1.89M -$9.7K -100 -0.5%
SWM
627
Scissortail Wealth Management
Oklahoma
$1.88M +$1.88M +19,675 New
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$1.88M -$141K -1,453 -7%
MSAM
629
Moloney Securities Asset Management
Missouri
$1.88M -$27.3K -281 -1%
AA
630
Argent Advisors
Louisiana
$1.88M +$15.7K +162 +0.8%
LCOV
631
London Company of Virginia
Virginia
$1.87M -$15.3K -158 -0.8%
MSS
632
Mitchell Sinkler & Starr
Pennsylvania
$1.87M +$540K +5,567 +41%
LWL
633
Leo Wealth LLC
Texas
$1.85M +$1.85M +19,078 New
CHC
634
City Holding Co
West Virginia
$1.83M -$129K -1,333 -7%
CFGS
635
Concourse Financial Group Securities
Alabama
$1.83M -$167K -1,721 -8%
WP
636
WealthShield Partners
North Carolina
$1.83M -$30.6K -315 -2%
GLLW
637
Graves Light Lenhart Wealth
Virginia
$1.82M +$97 +1 +0%
GT
638
Glenview Trust
Kentucky
$1.81M -$7.08K -73 -0.4%
VFA
639
Valeo Financial Advisors
Indiana
$1.81M -$609K -6,271 -25%
FNT
640
First National Trust
Pennsylvania
$1.8M -$57.3K -590 -3%
SMC
641
Smith, Moore & Co
Missouri
$1.79M -$50.8K -524 -3%
QCM
642
Quantinno Capital Management
New York
$1.79M -$453K -4,664 -20%
GLA
643
Good Life Advisors
Pennsylvania
$1.79M +$51.4K +530 +3%
HFM
644
Hartford Financial Management
Connecticut
$1.79M -$2.23K -23 -0.1%
MWA
645
MFA Wealth Advisors
Pennsylvania
$1.79M +$118K +1,221 +7%
HI
646
Harbour Investments
Wisconsin
$1.79M +$10.7K +110 +0.6%
JIP
647
Jaffetilchin Investment Partners
Florida
$1.78M -$210K -2,167 -11%
GIS
648
Grayhawk Investment Strategies
Alberta, Canada
$1.78M +$1.78M +18,318 New
DPAM
649
Degroof Petercam Asset Management
Belgium
$1.78M +$1.78M +18,300 New
RC
650
Randolph Company
Ohio
$1.78M +$4.56K +47 +0.3%
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