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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 %
SWM
926
Segment Wealth Management
Texas
$808K +$27.4K +282 +4%
SFI
927
SPC Financial Inc
Maryland
$808K +$91K +938 +13%
OC
928
Oakworth Capital
Alabama
$807K -$70.3K -724 -8%
BIM
929
Baldwin Investment Management
Pennsylvania
$804K -$14.6K -150 -2%
CCM
930
Chiron Capital Management
Florida
$802K -$10K -103 -1%
FVWA
931
Foster Victor Wealth Advisors
South Carolina
$799K +$40.3K +405 +5%
VAM
932
Verity Asset Management
North Carolina
$793K -$7.67K -79 -1%
CFCI
933
Comprehensive Financial Consultants Institutional
Indiana
$791K +$141K +1,450 +22%
SC
934
Syon Capital
California
$791K +$791K +8,154 New
CI
935
Cigna Investments
Connecticut
$790K -$13.9K -143 -2%
FG
936
Fiduciary Group
Georgia
$789K -$74.1K -764 -9%
CIA
937
Cape Investment Advisory
Georgia
$787K +$23.5K +242 +3%
GI
938
Gradient Investments
Minnesota
$785K -$11.8K -122 -1%
BP
939
Ballentine Partners
Massachusetts
$783K +$358K +3,694 +84%
HPC
940
HM Payson & Co
Maine
$782K -$86.1K -887 -10%
CAI
941
Capital Advisors Inc
Oklahoma
$781K -$13.5K -139 -2%
MFG
942
MidWestOne Financial Group
Iowa
$776K -$1.75K -18 -0.2%
PA
943
PSI Advisors
Florida
$774K +$50.1K +516 +7%
WWM
944
Western Wealth Management
Colorado
$774K -$16.9K -174 -2%
WBCM
945
Wilson & Boucher Capital Management
California
$772K -$32.5K -335 -4%
RIA
946
Realta Investment Advisors
Delaware
$771K -$110K -1,130 -12%
MS
947
Madden Securities
Texas
$771K – – –
MAS
948
Meeder Advisory Services
Ohio
$771K +$116K +1,194 +18%
FCAS
949
First Command Advisory Services
Texas
$771K +$10.7K +110 +1%
MGIA
950
Moneta Group Investment Advisors
Missouri
$766K +$131K +1,347 +21%
36 37
38
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