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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 %
LHC
701
Little House Capital
Massachusetts
$1.51M +$601K +6,194 +66%
PWP
702
Private Wealth Partners
California
$1.51M +$211K +2,175 +16%
Nomura Holdings
703
Nomura Holdings
Japan
$1.51M -$724K -7,462 -32%
OHWP
704
Oak Harbor Wealth Partners
North Carolina
$1.5M -$55.9K -576 -4%
CCP
705
Cunning Capital Partners
North Carolina
$1.5M – – –
AW
706
Apricus Wealth
South Carolina
$1.5M +$1.5M +15,428 New
BSA
707
Bull Street Advisors
Georgia
$1.49M – – –
AAS
708
Ameritas Advisory Services
Nebraska
$1.49M -$437K -4,540 -23%
BFS
709
Bradley Foster & Sargent
Connecticut
$1.49M -$7.76K -80 -0.5%
CWM
710
Curi Wealth Management
North Carolina
$1.48M -$23.1K -238 -2%
Luther King Capital Management (LKCM)
711
Luther King Capital Management (LKCM)
Texas
$1.48M -$192K -1,980 -11%
CLOS
712
Compagnie Lombard Odier SCmA
Switzerland
$1.48M +$1.36M +14,000 +1,120%
ACP
713
Aviance Capital Partners
Florida
$1.47M +$194 +2 +0%
TPA
714
Trivium Point Advisory
Connecticut
$1.47M -$167K -1,725 -10%
AOWM
715
Alpha Omega Wealth Management
Virginia
$1.46M -$194 -2 -0%
ATPW
716
Ashton Thomas Private Wealth
Arizona
$1.45M -$53.3K -549 -4%
PFM
717
Premier Fund Managers
United Kingdom
$1.45M – – –
OPA
718
Old Port Advisors
Maine
$1.45M +$119K +1,223 +9%
ISL
719
Ingalls & Snyder LLC
New York
$1.45M -$31.4K -324 -2%
BI
720
Ballast Inc
Kentucky
$1.45M -$73.2K -754 -5%
MAA
721
Matrix Asset Advisors
New York
$1.44M +$1.44M +14,850 New
BMSSC
722
B. Metzler seel. Sohn & Co
Germany
$1.43M +$89.9K +926 +7%
AF
723
Allworth Financial
California
$1.43M -$7.67K -79 -0.5%
MWM
724
Mission Wealth Management
California
$1.43M +$338K +3,486 +31%
HH
725
Hilltop Holdings
Texas
$1.43M -$116K -1,199 -8%
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