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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 %
FAM
1151
Flaharty Asset Management
Florida
$499K -$12.1K -125 -2%
Members Trust
1152
Members Trust
Florida
$499K -$10.1K -104 -2%
AF
1153
Apexium Financial
Texas
$498K +$4.85K +50 +1%
FSA
1154
Financial Security Advisor
Virginia
$498K -$45.2K -466 -8%
MWA
1155
Midland Wealth Advisors
Illinois
$493K +$493K +5,081 New
FTIS
1156
First Trust Investment Solutions
Florida
$492K +$492K +5,075 New
GIA
1157
Gateway Investment Advisers
Ohio
$491K -$30.5K -314 -6%
HI
1158
Hendershot Investments
Virginia
$490K -$2.62K -27 -0.5%
KA
1159
KLCM Advisors
Wisconsin
$489K -$4.17K -43 -0.8%
CHA
1160
Carmichael Hill & Associates
Maryland
$488K +$20.3K +209 +4%
BHBT
1161
Burke & Herbert Bank & Trust
Virginia
$487K – – –
GWAG
1162
Garrett Wealth Advisory Group
Texas
$487K +$34.2K +352 +8%
EWA
1163
EverSource Wealth Advisors
Alabama
$483K +$181K +1,864 +60%
HPIA
1164
Hamilton Point Investment Advisors
North Carolina
$483K +$483K +4,978 New
CAMV
1165
Concord Asset Management (Virginia)
Virginia
$482K +$239K +2,463 +98%
GSEP
1166
Golden State Equity Partners
California
$480K -$89.4K -921 -16%
CI
1167
Conning Inc
Connecticut
$479K – – –
CRI
1168
Colonial River Investments
Virginia
$479K +$87K +897 +22%
HCM
1169
Hodges Capital Management
Texas
$479K -$196K -2,016 -29%
FNA
1170
First National Advisers
Nebraska
$477K +$174K +1,792 +57%
BHPW
1171
Beverly Hills Private Wealth
California
$477K -$55K -567 -10%
CFA
1172
CWS Financial Advisors
Michigan
$475K +$1.36K +14 +0.3%
CPC
1173
Consolidated Planning Corp
Georgia
$474K -$351K -3,621 -43%
TCMP
1174
Thrive Capital Management (Pennsylvania)
Pennsylvania
$471K -$136K -1,398 -22%
ST
1175
Spinnaker Trust
Maine
$471K – – –
45 46
47
48 49