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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 %
LFA
1126
Legacy Financial Advisors
Kentucky
$520K +$22.8K +235 +5%
AT
1127
Arlington Trust
Alabama
$519K +$519K +5,349 New
CWP
1128
Concord Wealth Partners
Virginia
$519K -$147K -1,511 -22%
PFBT
1129
Parkside Financial Bank & Trust
Missouri
$518K +$98.2K +1,012 +23%
ABC
1130
Associated Banc-Corp
Wisconsin
$516K -$11K -113 -2%
WDA
1131
Wendell David Associates
New Hampshire
$516K – – –
EFG
1132
Everhart Financial Group
Ohio
$515K +$118K +1,218 +30%
PCS
1133
Personal CFO Solutions
New Jersey
$513K +$8.83K +91 +2%
ILI
1134
Invesco LLC (Illinois)
Illinois
$512K -$10.8K -111 -2%
BWM
1135
BCGM Wealth Management
Indiana
$511K +$1.16K +12 +0.2%
CFO
1136
CVA Family Office
Colorado
$511K +$57.8K +596 +13%
FFC
1137
First Financial Corp
Indiana
$510K -$132K -1,359 -21%
PWM
1138
PBMares Wealth Management
Virginia
$509K -$7.47K -77 -1%
HBT
1139
Hills Bank & Trust
Iowa
$508K – – –
AIM
1140
Aspen Investment Management
Michigan
$508K -$3.2K -33 -0.6%
OWA
1141
Octavia Wealth Advisors
Ohio
$506K -$133K -1,375 -21%
FDDB
1142
Fidelity D&D Bancorp
Pennsylvania
$505K -$17.8K -183 -3%
Fiera Capital (Canada)
1143
Fiera Capital (Canada)
Quebec, Canada
$505K +$505K +5,200 New
BFA
1144
Buttonwood Financial Advisors
Maryland
$503K -$27.1K -279 -5%
C
1145
CEDRUS
Colorado
$501K -$81.5K -840 -14%
CGL
1146
Clarius Group LLC
Washington
$501K -$59.3K -611 -11%
AO
1147
Advisor OS
Illinois
$501K +$117K +1,204 +30%
CPSAC
1148
Chas P. Smith & Associates (CPS)
Florida
$500K -$147K -1,518 -23%
GCIM
1149
Gunn & Company Investment Management
Florida
$500K +$500K +5,150 New
ACM
1150
Ategra Capital Management
Virginia
$500K +$291 +3 +0.1%
44 45
46
47 48