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 %
SCM
776
Sollinda Capital Management
Florida
$1.22M +$1.22M +12,587 New
BMA
777
Brooks Moore & Associates
Tennessee
$1.22M – – –
AB
778
Atlas Brown
Kentucky
$1.22M -$3.11K -32 -0.3%
GSB
779
Greenfield Savings Bank
Massachusetts
$1.22M -$1.94K -20 -0.2%
HT
780
Heritage Trust
Oklahoma
$1.22M +$7.96K +82 +0.7%
FCCM
781
First City Capital Management
Georgia
$1.22M -$36.5K -376 -3%
BHA
782
Beech Hill Advisors
New York
$1.21M +$17.9K +184 +1%
CA
783
Claro Advisors
Massachusetts
$1.2M -$125K -1,286 -9%
NFC
784
Northeast Financial Consultants
Connecticut
$1.2M – – –
BOH
785
Bank of Hawaii
Hawaii
$1.2M -$172K -1,776 -13%
EM
786
Excalibur Management
Massachusetts
$1.2M +$11.1K +114 +0.9%
FIA
787
Foundations Investment Advisors
Arizona
$1.19M +$169K +1,724 +17%
NL
788
NVWM LLC
Pennsylvania
$1.18M -$7.28K -75 -0.6%
TG
789
TCW Group
California
$1.18M +$1.18M +12,174 New
EF
790
Empowered Funds
Pennsylvania
$1.17M -$17.5K -180 -1%
SOAMC
791
Spirit of America Management Corp
New York
$1.17M -$146K -1,500 -11%
IW
792
Imprint Wealth
South Carolina
$1.17M -$58K -598 -5%
PPC
793
Park Place Capital
Alabama
$1.17M -$119K -1,231 -9%
LC
794
LCNB Corp
Ohio
$1.15M -$27.5K -283 -2%
FNC
795
First National Corp
Massachusetts
$1.15M -$55.5K -572 -5%
SC
796
Sawyer & Company
Massachusetts
$1.15M -$6.8K -70 -0.6%
TCOTS
797
Trust Company of the South
North Carolina
$1.15M +$1.15M +11,802 New
Aviva
798
Aviva
United Kingdom
$1.14M – – –
THWM
799
Taylor Hoffman Wealth Management
Virginia
$1.14M -$679 -7 -0.1%
BFO
800
Biltmore Family Office
North Carolina
$1.13M – – –
30 31
32
33 34