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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 %
KFGK
951
Keystone Financial Group (Kentucky)
Kentucky
$766K -$25.5K -263 -3%
BHIA
952
Birch Hill Investment Advisors
Massachusetts
$765K – – –
VA
953
Valmark Advisers
Ohio
$765K +$194K +1,996 +34%
WT
954
Whittier Trust
California
$765K -$141K -1,456 -16%
FPFS
955
First Personal Financial Services
North Carolina
$765K – – –
FA
956
FDx Advisors
Illinois
$762K -$40.9K -421 -5%
CS
957
Capital Square
Tennessee
$762K +$36.6K +377 +5%
FAIM
958
Financial Advocates Investment Management
Washington
$762K +$59.8K +616 +9%
APG
959
Abacus Planning Group
South Carolina
$761K -$18.4K -190 -2%
HTIM
960
Harbour Trust & Investment Management
Indiana
$759K +$759K +7,826 New
LWAM
961
Legacy Wealth Asset Management
Minnesota
$757K +$1.94K +20 +0.3%
PA
962
Prossimo Advisors
California
$757K -$2.91K -30 -0.4%
Man Group
963
Man Group
United Kingdom
$755K +$755K +7,777 New
KIA
964
KCM Investment Advisors
California
$751K -$101K -1,040 -12%
CAM
965
Centre Asset Management
New York
$749K -$11.2K -115 -1%
BONH
966
Bank of New Hampshire
New Hampshire
$748K +$9.7K +100 +1%
PFGIA
967
Patriot Financial Group Insurance Agency
Massachusetts
$747K +$36.9K +380 +5%
WHC
968
Wulff, Hansen & Co
California
$745K – – –
UCB
969
United Community Bank
South Carolina
$744K +$744K +7,664 New
MCIA
970
Mountain Capital Investment Advisors
Colorado
$743K -$52.6K -529 -7%
PWM
971
Perigon Wealth Management
California
$742K -$169K -1,744 -19%
RWP
972
RWA Wealth Partners
Massachusetts
$739K +$406K +4,179 +122%
RCM
973
Radnor Capital Management
Pennsylvania
$739K – – –
RCAG
974
Rehmann Capital Advisory Group
Michigan
$739K -$31.7K -327 -4%
RC
975
Resolution Capital
Australia
$739K -$96.7K -997 -12%
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