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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 %
FTDI
651
First Trust Direct Indexing
Massachusetts
$1.76M +$191K +1,965 +12%
SAG
652
SageView Advisory Group
California
$1.75M +$431K +4,507 +33%
GAM
653
Gotham Asset Management
New York
$1.75M -$1.52M -15,618 -46%
WS
654
Wedbush Securities
California
$1.75M -$2.43K -25 -0.1%
HDIM
655
Hanson & Doremus Investment Management
Vermont
$1.75M -$77.4K -797 -4%
IMCOOI
656
Investment Management Corp of Ontario (IMCO)
Canada
$1.74M +$1.74M +17,976 New
WA
657
Waverly Advisors
Alabama
$1.74M -$308K -3,175 -15%
DWM
658
Dakota Wealth Management
Florida
$1.74M +$2.33K +24 +0.1%
NSB
659
Norway Savings Bank
Maine
$1.73M -$110K -1,135 -6%
MHI
660
Miller Howard Investments
New York
$1.73M -$284K -2,923 -14%
CPIA
661
Cornell Pochily Investment Advisors
New York
$1.72M -$109K -1,127 -6%
SAM
662
Silvercrest Asset Management
New York
$1.72M -$6.89K -71 -0.4%
ET
663
Equitable Trust
Tennessee
$1.72M +$26.3K +271 +2%
IWM
664
IHT Wealth Management
Illinois
$1.72M +$24.6K +253 +1%
WAS
665
Wealth Advisory Solutions
Indiana
$1.71M -$16K -165 -0.9%
SGAM
666
Smith Group Asset Management
Texas
$1.71M +$1.71M +17,656 New
CAC
667
Certified Advisory Corp
Florida
$1.71M +$1.36K +14 +0.1%
IIM
668
Ipswich Investment Management
Massachusetts
$1.7M +$14K +144 +0.8%
WWM
669
Wagner Wealth Management
South Carolina
$1.69M +$55.9K +576 +3%
LWA
670
Ledgewood Wealth Advisors
New Hampshire
$1.69M +$1.69M +17,404 New
PNC
671
Park National Corp
Ohio
$1.68M -$319K -3,283 -16%
BBHC
672
Brown Brothers Harriman & Co
New York
$1.67M -$44.6K -460 -3%
DA
673
Duality Advisers
Florida
$1.66M +$1.66M +17,154 New
TI
674
Tidal Investments
Wisconsin
$1.66M +$462K +4,764 +38%
MSA
675
Marino Stram & Associates
Massachusetts
$1.65M +$16.2K +167 +1%
25 26
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