DUK icon

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 %
BSW
676
Buckingham Strategic Wealth
Missouri
$1.65M +$199K +2,047 +14%
NI
677
Nepsis Inc
Minnesota
$1.64M -$62.4K -643 -4%
JWM
678
Jeppson Wealth Management
California
$1.64M +$283K +2,918 +21%
MMPW
679
Mitchell McLeod Pugh & Williams
Alabama
$1.63M -$25.1K -259 -2%
ADL
680
Asset Dedication LLC
California
$1.63M +$92.5K +958 +6%
WWM
681
Wolff Wiese Magana
California
$1.62M -$139K -1,436 -8%
ECA
682
Elevated Capital Advisors
Utah
$1.59M -$66.8K -688 -4%
PWW
683
Pettyjohn Wood & White
Virginia
$1.59M +$28.7K +296 +2%
ONB
684
Old National Bancorp
Indiana
$1.59M -$1.55K -16 -0.1%
GBT
685
Grove Bank & Trust
Florida
$1.59M -$293K -3,023 -16%
TBA
686
Tower Bridge Advisors
Pennsylvania
$1.58M -$14.6K -150 -0.9%
GFS
687
GYL Financial Synergies
Connecticut
$1.58M +$59.4K +612 +4%
AIMCA
688
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.58M – – –
CK
689
Cohen Klingenstein
New York
$1.57M – – –
KF
690
KKM Financial
Illinois
$1.57M +$1.57M +16,190 New
HAM
691
Harmony Asset Management
Arizona
$1.57M +$1.57M +16,166 New
WA
692
WealthTrust Axiom
Pennsylvania
$1.56M +$12.4K +128 +0.8%
GW
693
GW & Wade
Massachusetts
$1.56M -$58.5K -603 -4%
ZCM
694
Ziegler Capital Management
Illinois
$1.56M -$222K -2,280 -12%
CBTWT
695
Community Bank & Trust (Waco, Texas)
Texas
$1.56M -$133K -1,401 -8%
EARNEST Partners
696
EARNEST Partners
Georgia
$1.55M -$209K -2,158 -12%
ANTB
697
AMG National Trust Bank
Colorado
$1.52M -$22.7K -234 -1%
ONSWM
698
Old North State Wealth Management
North Carolina
$1.52M +$234K +2,409 +18%
S
699
SignatureFD
Georgia
$1.52M -$502K -5,176 -25%
RA
700
RFG Advisory
Alabama
$1.52M +$157K +1,615 +12%
26 27
28
29 30