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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 %
RFA
1001
Resurgent Financial Advisors
Georgia
$692K -$9.03K -93 -1%
RPCONE
1002
Retirement Planning Company of New England
Rhode Island
$689K +$79.5K +819 +13%
WI
1003
WrapManager Inc
California
$688K -$41.5K -428 -6%
CFS
1004
Cannon Financial Strategists
Georgia
$688K +$32.1K +331 +5%
ESB
1005
Essex Savings Bank
Connecticut
$686K +$1.07K +11 +0.2%
CA
1006
CoreCap Advisors
Michigan
$686K +$19.9K +205 +3%
DAM
1007
Doheny Asset Management
California
$684K -$81.7K -841 -11%
AFG
1008
Albion Financial Group
Utah
$684K – – –
DA
1009
DCM Advisors
New York
$679K +$679K +7,000 New
NB
1010
Northwest Bancshares
Pennsylvania
$679K -$6.41K -66 -0.9%
JGUA
1011
John G. Ullman & Associates
New York
$675K – – –
AA
1012
Ancora Advisors
Ohio
$673K -$150K -1,548 -18%
SC
1013
Sapient Capital
Indiana
$670K +$670K +6,904 New
CCP
1014
Cassia Capital Partners
North Carolina
$668K -$27.8K -286 -4%
LSPW
1015
Lake Street Private Wealth
Illinois
$667K -$100K -1,030 -13%
PA
1016
Parallel Advisors
California
$666K -$228K -2,354 -26%
CCWM
1017
Cassaday & Co Wealth Management
Virginia
$664K -$67.9K -700 -9%
Edgewood Management
1018
Edgewood Management
Connecticut
$660K – – –
CFG
1019
Cooper Financial Group
California
$660K +$12.2K +126 +2%
ETC
1020
Exchange Traded Concepts
Oklahoma
$655K -$776 -8 -0.1%
FBB
1021
Fulton Breakefield Broenniman
Maryland
$653K -$91.6K -944 -12%
CFG
1022
Citizens Financial Group
Rhode Island
$653K -$14.5K -149 -2%
WPC
1023
Waters Parkerson & Co
Louisiana
$651K – – –
Allianz Asset Management
1024
Allianz Asset Management
Germany
$650K -$3.69M -38,037 -85%
FHWM
1025
Fox Hill Wealth Management
Massachusetts
$646K +$646K +6,662 New
39 40
41
42 43