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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 %
PJSIMP
826
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.05M -$81.2K -847 -7%
MFIM
827
Mesirow Financial Investment Management
Illinois
$1.05M +$1.05M +10,778 New
AMBIA
828
Allen Mooney & Barnes Investment Advisors
Georgia
$1.05M +$78.3K +807 +8%
CC
829
Corton Capital
Ontario, Canada
$1.04M +$1.04M +10,726 New
FT
830
Fiduciary Trust
Massachusetts
$1.04M -$667K -6,874 -39%
CC
831
Chicago Capital
Illinois
$1.04M -$52.9K -545 -5%
1SB
832
1ST Source Bank
Indiana
$1.04M +$16.8K +173 +2%
BTI
833
Blue Trust Inc
Georgia
$1.04M +$114K +1,292 +12%
Fisher Asset Management
834
Fisher Asset Management
Washington
$1.03M +$153K +1,580 +17%
CWS
835
Confluence Wealth Services
Pennsylvania
$1.03M +$14.1K +145 +1%
SGI
836
Summit Global Investments
Utah
$1.03M -$191K -1,965 -16%
PCMF
837
Private Capital Management (Florida)
Florida
$1.02M – – –
CB
838
CNB Bank
Pennsylvania
$1.02M -$42.5K -438 -4%
MCA
839
MSH Capital Advisors
Arizona
$1.02M -$38.7K -399 -4%
MW
840
Marcum Wealth
Ohio
$1.02M +$103K +1,065 +11%
CA
841
Continuum Advisory
Idaho
$1.01M +$9.22K +95 +0.9%
SC
842
Schulhoff & Co
Ohio
$1.01M – – –
SWM
843
SeaCrest Wealth Management
New York
$1.01M +$22.3K +226 +2%
SPIS
844
Steward Partners Investment Solutions
Oregon
$1M +$1M +10,347 New
KWA
845
Kellett Wealth Advisors
Ohio
$1M -$6.6K -68 -0.7%
BL
846
BFSG LLC
California
$1,000K -$54.4K -561 -5%
CWM
847
Cornerstone Wealth Management
Missouri
$998K +$22.4K +231 +2%
MAM
848
Mystic Asset Management
Rhode Island
$995K +$48K +495 +5%
GVAG
849
Great Valley Advisor Group
Delaware
$994K +$186K +1,916 +23%
GWANC
850
Guardian Wealth Advisors (North Carolina)
North Carolina
$994K -$29.7K -306 -3%
32 33
34
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