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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 %
HNWAG
976
High Net Worth Advisory Group
Florida
$735K – – –
CA
977
Cornerstone Advisory
Maryland
$732K -$78.3K -807 -10%
CD
978
Chapin Davis
Maryland
$732K – – –
WT
979
Washington Trust
Rhode Island
$731K +$48.8K +503 +7%
AWA
980
Arkadios Wealth Advisors
Georgia
$728K +$67.6K +697 +10%
PI
981
PFG Investments
New York
$728K -$25K -258 -3%
OIA
982
Optimum Investment Advisors
Illinois
$727K -$4.27K -44 -0.6%
QCG
983
Quadrant Capital Group
Ohio
$724K -$135K -1,391 -16%
AIMA
984
Ables Iannone Moore & Associates
Georgia
$722K +$722K +7,437 New
DFG
985
Delta Financial Group
New Jersey
$716K +$37.6K +387 +6%
WCM
986
Weaver Capital Management
Georgia
$711K +$711K +7,329 New
BIG
987
Brooklyn Investment Group
New York
$711K +$711K +7,323 New
NP
988
NorthRock Partners
Minnesota
$710K +$234K +2,408 +49%
CW
989
CreativeOne Wealth
Kansas
$705K -$75.7K -781 -10%
P
990
&Partners
Tennessee
$704K +$218K +2,284 +45%
AAG
991
Armstrong Advisory Group
Massachusetts
$703K -$74.1K -764 -10%
FPGT
992
Financial Partners Group (Tennessee)
Tennessee
$701K +$2.72K +28 +0.4%
LF
993
Lantz Financial
Illinois
$701K +$117K +1,201 +20%
WBC
994
Westpac Banking Corp
Australia
$701K +$701K +7,222 New
NFSG
995
Newbridge Financial Services Group
Florida
$700K -$74.7K -770 -10%
CS
996
Crescent Sterling
Louisiana
$700K +$3.4K +35 +0.5%
GWMR
997
GC Wealth Management RIA
Massachusetts
$697K +$697K +7,184 New
FHC
998
First Heartland Consultants
Missouri
$696K +$8.54K +88 +1%
OFS
999
OneAscent Financial Services
Alabama
$694K +$694K +7,150 New
KA
1000
Kovack Advisors
Florida
$693K -$6.7K -69 -1%
38 39
40
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