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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 %
GEA
1076
Glen Eagle Advisors
New Jersey
$585K -$13.4K -138 -2%
BFS
1077
Bard Financial Services
Connecticut
$585K – – –
EA
1078
Eudaimonia Advisors
Tennessee
$584K -$9.61K -99 -2%
SACTSONJ
1079
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$582K – – –
AFP
1080
Ausdal Financial Partners
Iowa
$582K -$39.3K -405 -6%
GWM
1081
GSB Wealth Management
Connecticut
$579K – – –
IIM
1082
INTECH Investment Management
Florida
$578K – – –
CSIC
1083
Clifford Swan Investment Counsel
California
$576K -$873 -9 -0.2%
MMG
1084
Monetary Management Group
Missouri
$576K – – –
SWM
1085
Stockman Wealth Management
Montana
$573K -$13.9K -143 -2%
LIM
1086
Longfellow Investment Management
Massachusetts
$570K -$134K -1,384 -19%
KCIC
1087
Kuhn & Co Investment Counsel
Illinois
$562K +$562K +5,793 New
TGAM
1088
TBH Global Asset Management
Tennessee
$562K +$20.8K +214 +4%
WI
1089
Wintrust Investments
Illinois
$561K +$89.2K +919 +19%
WCM
1090
Washington Capital Management
Washington
$560K -$48.5K -500 -8%
PWP
1091
Phillips Wealth Planners
Mississippi
$559K +$121K +1,265 +28%
CI Investments Inc
1092
CI Investments Inc
Ontario, Canada
$557K +$28.5K +294 +5%
DT
1093
Diversified Trust
Tennessee
$556K -$748K -7,705 -57%
HCM
1094
Hengehold Capital Management
Ohio
$555K +$18K +186 +3%
ES
1095
Eagle Strategies
New York
$555K +$21.2K +218 +4%
OL
1096
Optas LLC
Texas
$554K -$124K -1,273 -18%
GIM
1097
Guardian Investment Management
California
$553K – – –
NB
1098
NBT Bank
New York
$552K +$4.95K +51 +0.9%
PCM
1099
Parsons Capital Management
Rhode Island
$552K -$117K -1,202 -17%
SSB
1100
Sandy Spring Bank
Maryland
$551K -$35.4K -365 -6%
42 43
44
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