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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 %
9WM
851
9258 Wealth Management
Ohio
$985K – – –
ECG
852
Edge Capital Group
Georgia
$982K -$17.7K -182 -2%
RWB
853
RMR Wealth Builders
New Jersey
$982K +$243K +2,507 +33%
LWA
854
Lineweaver Wealth Advisors
Ohio
$981K +$91.5K +942 +10%
IAIM
855
International Assets Investment Management
Florida
$979K -$46.5K -479 -5%
SCI
856
Stableford Capital II
Arizona
$979K -$42.7K -440 -4%
WPP
857
Whalerock Point Partners
Rhode Island
$978K +$10.2K +105 +1%
PE
858
Point72 Europe
United Kingdom
$977K +$977K +10,067 New
JAG
859
Journey Advisory Group
Kentucky
$976K -$15.1K -156 -2%
GGA
860
Granite Group Advisors
Connecticut
$975K +$975K +10,178 New
CTA
861
Chesley Taft & Associates
Illinois
$969K -$31.5K -325 -3%
MG
862
Mather Group
Illinois
$968K -$140K -1,440 -13%
IIM
863
InTrack Investment Management
Vermont
$967K -$31.1K -320 -3%
ACM
864
Allred Capital Management
Texas
$965K +$35.7K +368 +4%
NRS
865
Neville Rodie & Shaw
New York
$963K -$3.88K -40 -0.4%
AIP
866
Ameritas Investment Partners
Nebraska
$959K -$32.1K -331 -3%
IB
867
Intrust Bank
Kansas
$956K +$109K +1,125 +13%
CV
868
Counterweight Ventures
North Carolina
$953K +$953K +9,816 New
DFA
869
Delta Financial Advisors
Louisiana
$951K -$11.5K -118 -1%
HTC
870
Haverford Trust Company
Pennsylvania
$946K -$37.2K -383 -4%
SWS
871
SYSTM Wealth Solutions
Illinois
$945K +$485K +4,996 +105%
CW
872
Connectus Wealth
Ohio
$943K -$71.8K -739 -7%
VT
873
Vise Technologies
New York
$942K -$12.1K -125 -1%
HKIM
874
Hayek Kallen Investment Management
Alabama
$941K -$21.4K -221 -2%
NCM
875
Novare Capital Management
North Carolina
$937K -$273K -2,818 -23%
33 34
35
36 37