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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 %
BB
1101
Busey Bank
Illinois
$550K -$173K -1,781 -24%
LF
1102
LifePlan Financial
Minnesota
$546K +$546K +5,629 New
FWP
1103
Firethorn Wealth Partners
Georgia
$545K +$55.7K +574 +11%
EI
1104
Ethic Inc
New York
$545K -$309K -3,181 -36%
WSC
1105
Wellington Shields & Co
New York
$545K +$582 +6 +0.1%
TFS
1106
Thoroughbred Financial Services
Tennessee
$544K +$67.8K +699 +14%
EGA
1107
E&G Advisors
Texas
$543K -$9.7K -100 -2%
BHC
1108
Bowen Hanes & Co
Florida
$543K – – –
RCM
1109
RB Capital Management
Nevada
$543K -$27.6K -284 -5%
LIA
1110
LBMC Investment Advisors
Tennessee
$541K -$35.8K -369 -6%
UBG
1111
United Bank (Georgia)
Georgia
$539K -$97.8K -1,008 -15%
AWM
1112
Avior Wealth Management
Nebraska
$538K -$64.9K -669 -11%
BJL
1113
Brighton Jones LLC
Washington
$538K +$34K +350 +7%
PVM
1114
Palogic Value Management
Texas
$537K – – –
GIA
1115
Gladstone Institutional Advisory
Florida
$537K +$98.1K +1,011 +22%
DE
1116
Day & Ennis
Georgia
$536K +$3.3K +34 +0.6%
PCM
1117
Princeton Capital Management
New Jersey
$533K -$11.1K -114 -2%
ACG
1118
Allen Capital Group
Nebraska
$531K +$31.3K +323 +6%
AIC
1119
Argus Investors Counsel
New York
$531K – – –
LMKC
1120
L.M. Kohn & Company
Ohio
$525K +$97 +1 +0%
CF
1121
Centaurus Financial
California
$525K +$26.8K +276 +5%
IA
1122
Icon Advisers
Colorado
$524K – – –
BOPW
1123
Brandywine Oak Private Wealth
Pennsylvania
$522K -$4.85K -50 -0.9%
LSAG
1124
Lake Street Advisors Group
New Hampshire
$522K +$522K +5,376 New
DA
1125
Dover Advisors
Virginia
$521K -$32.4K -334 -6%
43 44
45
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