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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 %
TAM
1051
Tucker Asset Management
Colorado
$618K -$54K -556 -8%
VVP
1052
Venture Visionary Partners
Ohio
$618K +$5.43K +56 +0.9%
KCM
1053
Kanawha Capital Management
Virginia
$616K -$6.21K -64 -1%
PAMG
1054
Patton Albertson Miller Group
Tennessee
$615K -$40.8K -420 -6%
RMDI
1055
R.M. Davis Inc
Maine
$614K +$116K +1,199 +23%
CSC
1056
Caldwell Sutter Capital
California
$613K +$49.5K +510 +9%
WFG
1057
Wills Financial Group
Virginia
$613K -$42.8K -441 -7%
FIM
1058
Fruth Investment Management
Texas
$607K -$6.98K -72 -1%
CAM
1059
Carret Asset Management
New York
$606K – – –
W
1060
Wealthquest
Ohio
$605K -$19.5K -201 -3%
CAM
1061
Cidel Asset Management
Ontario, Canada
$603K +$603K +6,216 New
WA
1062
WBH Advisory
Maryland
$603K -$6.99K -72 -1%
OFG
1063
OmniStar Financial Group
North Carolina
$602K -$4.66K -48 -0.8%
SF
1064
Summit Financial
New Jersey
$600K +$24.3K +250 +4%
EWM
1065
Empirical Wealth Management
Washington
$600K +$213K +2,199 +55%
WTC
1066
WhitTier Trust Company
Nevada
$599K -$36.3K -374 -6%
WFI
1067
West Family Investments
California
$598K +$266K +2,741 +80%
BG
1068
Benedetti & Gucer
Georgia
$597K -$29.8K -307 -5%
AFG
1069
Atomi Financial Group
New York
$594K +$344K +3,550 +138%
IBOK
1070
Independence Bank of Kentucky
Kentucky
$593K -$148K -1,526 -20%
GIA
1071
Guyasuta Investment Advisors
Pennsylvania
$591K -$15K -155 -2%
IAS
1072
Investment Advisory Services
Texas
$590K -$54.4K -561 -8%
DA
1073
Doliver Advisors
Texas
$590K -$35.4K -365 -6%
LBC
1074
Lowe Brockenbrough & Co
Virginia
$587K +$14.1K +145 +2%
VWA
1075
Visionary Wealth Advisors
Illinois
$586K – – –
41 42
43
44 45