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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 %
PWP
1026
Precedent Wealth Partners
Texas
$646K +$646K +6,658 New
SL
1027
Salomon & Ludwin
Virginia
$646K – – –
Renaissance Technologies
1028
Renaissance Technologies
New York
$645K -$3.22M -33,245 -83%
FFWM
1029
Future Financial Wealth Management
Ohio
$642K +$2.33K +24 +0.4%
SPA
1030
Sherbrooke Park Advisers
New York
$640K +$384K +3,955 +150%
APIM
1031
Agate Pass Investment Management
Washington
$640K +$18.9K +195 +3%
PAG
1032
Powers Advisory Group
Illinois
$640K +$1.07K +11 +0.2%
BIA
1033
Bigelow Investment Advisors
Maine
$637K +$12.6K +130 +2%
NP
1034
Nilsine Partners
Colorado
$636K -$254K -2,617 -29%
TSS
1035
Two Sigma Securities
New York
$636K -$2.36M -24,361 -79%
P
1036
Pitcairn
Pennsylvania
$636K +$183K +1,889 +41%
FAM
1037
Formidable Asset Management
Ohio
$633K +$873 +9 +0.1%
CCA
1038
Cobblestone Capital Advisors
New York
$633K +$187K +1,930 +42%
AIC
1039
Archer Investment Corporation
Indiana
$633K +$1.07K +11 +0.2%
FFBTD
1040
First Financial Bank - Trust Division
Ohio
$633K -$20.7K -213 -3%
XF
1041
XML Financial
Maryland
$628K +$13.5K +139 +2%
KC
1042
Kingfisher Capital
North Carolina
$626K +$1.46K +15 +0.2%
CSI
1043
Cross Staff Investments
New York
$626K – – –
HL
1044
HeadInvest LLC
Maine
$623K +$3.4K +35 +0.5%
MCM
1045
Manchester Capital Management
Vermont
$622K -$2.72K -28 -0.4%
WMA
1046
Wealth Management Associates
New Jersey
$622K -$3.4K -35 -0.5%
UM
1047
UniSuper Management
Australia
$621K +$87.7K +904 +16%
FMP
1048
Financial Management Professionals
Texas
$621K +$67K +690 +12%
DI
1049
Diligent Investors
California
$618K +$238K +2,450 +63%
KFA
1050
Kapstone Financial Advisors
Ohio
$618K +$4.21K +44 +0.7%
40 41
42
43 44