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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 %
HA
801
Hamel Associates
New Jersey
$1.13M -$329K -3,387 -23%
AWM
802
Allen Wealth Management
North Carolina
$1.13M +$1.13M +11,621 New
PAA
803
Peregrine Asset Advisers
Oregon
$1.12M -$17.7K -182 -2%
MLA
804
My Legacy Advisors
Oregon
$1.12M -$101K -1,041 -8%
WJWM
805
Williams Jones Wealth Management
New York
$1.12M -$112K -1,159 -9%
SPI
806
Sutton Place Investors
New York
$1.12M +$1.12M +11,513 New
DZ Bank
807
DZ Bank
Germany
$1.12M -$154K -1,582 -12%
IAS
808
Insigneo Advisory Services
Florida
$1.11M +$74K +763 +7%
FDS
809
First Dallas Securities
Texas
$1.11M +$1.11M +11,384 New
RWA
810
Rainsberger Wealth Advisors
Colorado
$1.1M +$7.28K +75 +0.7%
FPAS
811
Focus Partners Advisor Solutions
Missouri
$1.1M -$559K -5,764 -34%
PFSC
812
Peoples Financial Services Corp
Pennsylvania
$1.1M -$29.6K -305 -3%
WG
813
Welch Group
Alabama
$1.08M +$18.9K +195 +2%
EWM
814
Evermay Wealth Management
Virginia
$1.08M -$198K -2,043 -15%
SIA
815
Schechter Investment Advisors
Michigan
$1.08M +$16.8K +173 +2%
WAP
816
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$83.5K +860 +8%
LWP
817
LMG Wealth Partners
Louisiana
$1.07M – – –
First Manhattan
818
First Manhattan
New York
$1.06M +$12.3K +126 +1%
NIM
819
NEOS Investment Management
Connecticut
$1.06M +$337K +3,472 +47%
SKK
820
Shepherd Kaplan Krochuk
Massachusetts
$1.06M -$42.5K -438 -4%
SLI
821
Sumitomo Life Insurance
Japan
$1.05M -$52.1K -537 -5%
AA
822
Advisory Alpha
Michigan
$1.05M +$47.5K +489 +5%
AIA
823
Arbor Investment Advisors
North Carolina
$1.05M -$17.1K -176 -2%
JCFM
824
JBR Co Financial Management
Oklahoma
$1.05M +$1.05M +10,810 New
HSA
825
HBK Sorce Advisory
Pennsylvania
$1.05M -$30.7K -316 -3%
31 32
33
34 35