DUK icon

Duke Energy
DUK

Overview Fund Activity

1,895 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, 789 reducing their positions, and 98 closing their positions.

Holders
1,895
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
789
Closed
98
Calls
$537M
Puts
$345M
Net Calls
+$192M
Net Calls Change
+$87.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.02B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B
3
Macquarie Group
3
Macquarie Group
Australia
$422M
4
Barclays
4
Barclays
United Kingdom
$292M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$306M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
CCM
3
Cullen Capital Management
New York
$184M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.81B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$71.9M 740,878 -4,854 -0.7%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$71.1M 733,100 +178,900 +32%
AQR Capital Management
78
AQR Capital Management
Connecticut
$67.6M 700,284 +54,666 +8%
WHRC
79
W.H. Reaves & Co
New Jersey
$67.5M 695,257 -221,178 -24%
Osaic Holdings
80
Osaic Holdings
Arizona
$67M 690,364 -249,140 -27%
FWIA
81
Fort Washington Investment Advisors
Ohio
$65.8M 678,106 +5,156 +0.8%
PCM
82
Penserra Capital Management
California
$63.2M 651,004 -326,867 -33%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$61.7M 635,919 +289,748 +84%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$61.4M 633,192 +44,772 +8%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$60.6M 624,458 +17,525 +3%
BCWM
86
Bartlett & Co Wealth Management
Ohio
$59.6M 614,957 +5,425 +0.9%
BC
87
Bartlett & Co
Ohio
$59.6M 614,957 +5,425 +0.9%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$58M 597,391 +168,203 +39%
Prudential Financial
89
Prudential Financial
New Jersey
$57.9M 603,815 -104,310 -15%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$55.9M 575,691 -2,969 -0.5%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$55.3M 569,441 +1,119 +0.2%
ORIO
92
Old Republic International (ORI)
Illinois
$54.4M 560,731 – –
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$54.2M 558,229 +14,458 +3%
SEI Investments
94
SEI Investments
Pennsylvania
$53.1M 547,406 +75,958 +16%
Citigroup
95
Citigroup
New York
$51.4M 529,561 -294,478 -36%
HighTower Advisors
96
HighTower Advisors
Illinois
$51.4M 529,521 -16,880 -3%
EIP
97
Epoch Investment Partners
New York
$50.8M 523,696 -18,061 -3%
CI
98
Cincinnati Insurance
Ohio
$50.8M 523,600 – –
Mackenzie Financial
99
Mackenzie Financial
Ontario, Canada
$50.8M 523,387 +77,770 +17%
Korea Investment Corp
100
Korea Investment Corp
South Korea
$50.8M 523,339 +52,672 +11%
2 3
4
5 6