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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 %
RAM
901
Readystate Asset Management
Illinois
$870K +$870K +8,967 New
MYIA
902
Mount Yale Investment Advisors
Colorado
$863K +$20.2K +208 +2%
VIM
903
Vinva Investment Management
Australia
$863K +$613K +6,321 +245%
GC
904
Grimes & Company
Massachusetts
$856K +$15.9K +164 +2%
BS
905
Banco Santander
Spain
$856K – – –
ICA
906
Infrastructure Capital Advisors
New York
$854K +$854K +8,804 New
LWM
907
LongView Wealth Management
Georgia
$854K +$854K +8,619 New
CCA
908
Checchi Capital Advisers
California
$848K -$22.9K -236 -3%
EWM
909
EPG Wealth Management
Georgia
$846K +$17.1K +187 +2%
ACM
910
Adalta Capital Management
New York
$843K +$27.6K +284 +3%
NC
911
NovaPoint Capital
Georgia
$843K -$238K -2,453 -22%
CAG
912
Crestwood Advisors Group
Massachusetts
$842K -$30.2K -311 -3%
SC
913
Steph & Co
Wisconsin
$841K +$17.8K +183 +2%
SFG
914
SevenBridge Financial Group
Pennsylvania
$838K -$51.9K -535 -6%
VH
915
Visionary Horizons
Tennessee
$834K +$834K +8,591 New
FNBTCON
916
First National Bank & Trust Co of Newtown
Pennsylvania
$832K -$7.28K -75 -0.9%
HCP
917
Hexagon Capital Partners
Arkansas
$831K +$102K +1,053 +14%
WCM
918
Winthrop Capital Management
Indiana
$830K +$830K +8,551 New
CIAS
919
CFS Investment Advisory Services
New Jersey
$829K -$352K -3,625 -30%
MW
920
MBL Wealth
North Carolina
$826K -$69.1K -712 -8%
WAM
921
Wolverine Asset Management
Illinois
$825K +$825K +8,506 New
TFA
922
Transamerica Financial Advisors
Florida
$822K -$247K -2,545 -23%
CIC
923
Carnegie Investment Counsel
Ohio
$819K +$15.6K +161 +2%
GS
924
GTS Securities
New York
$815K +$31.1K +320 +4%
GM
925
GeoWealth Management
Illinois
$814K +$756K +7,788 +1,292%
35 36
37
38 39