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 %
SWM
876
Spire Wealth Management
Virginia
$927K -$27.9K -292 -3%
BAM
877
Belpointe Asset Management
Nevada
$925K +$112K +1,150 +14%
BFS
878
Burkett Financial Services
South Carolina
$923K +$923K +9,512 New
SWIG
879
Strategic Wealth Investment Group
Kentucky
$918K +$423K +4,364 +86%
UBV
880
United Bank (Virginia)
Virginia
$917K – – –
PWG
881
Portside Wealth Group
Utah
$916K -$114K -1,179 -11%
WFS
882
Widmann Financial Services
Maryland
$899K +$9.7K +100 +1%
TWM
883
Thrive Wealth Management
Pennsylvania
$894K -$8.05K -83 -0.9%
KMWM
884
Keudell/Morrison Wealth Management
Oregon
$893K -$14.6K -150 -2%
MIM
885
Morningstar Investment Management
Illinois
$892K -$4.17K -43 -0.5%
FHB
886
First Hawaiian Bank
Hawaii
$888K +$306K +3,158 +53%
AWA
887
Arete Wealth Advisors
Illinois
$888K +$61.5K +634 +7%
TTWM
888
TCV Trust & Wealth Management
Virginia
$886K +$194 +2 +0%
VCM
889
Violich Capital Management
California
$885K – – –
GWA
890
Gratus Wealth Advisors
Virginia
$884K +$884K +9,114 New
GLR
891
Great Lakes Retirement
Ohio
$884K +$34.3K +353 +4%
SFG
892
Summit Financial Group
West Virginia
$881K +$232K +2,390 +36%
ACS
893
Archford Capital Strategies
Illinois
$879K -$384K -3,953 -30%
WA
894
Wambolt & Associates
Colorado
$877K -$222K -2,284 -20%
LA
895
LVW Advisors
New York
$877K +$464K +4,783 +112%
LNWWM
896
Laird Norton Wetherby Wealth Management
California
$876K -$632K -6,508 -42%
CB
897
Cadence Bank
Mississippi
$876K -$111K -1,140 -11%
WGAM
898
Wilkinson Global Asset Management
New York
$873K – – –
DP
899
Dearborn Partners
Illinois
$872K -$33.7K -347 -4%
WPC
900
Wedmont Private Capital
Pennsylvania
$872K +$93.1K +937 +12%
34 35
36
37 38