DUK icon

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 %
FMB
1176
Field & Main Bank
Kentucky
$470K +$27.7K +285 +6%
SWM
1177
Silverlake Wealth Management
Vermont
$470K +$388 +4 +0.1%
TWP
1178
Tyche Wealth Partners
Texas
$469K +$469K +4,837 New
BFIM
1179
Beese Fulmer Investment Management
Ohio
$469K +$19.3K +199 +4%
WAM
1180
Walker Asset Management
Missouri
$468K +$468K +4,824 New
SCM
1181
Saxony Capital Management
Missouri
$468K +$468K +4,819 New
FFA
1182
Farther Finance Advisors
California
$467K +$238K +2,453 +104%
WFM
1183
Wolff Financial Management
Michigan
$467K – – –
KA
1184
Kure Advisory
Minnesota
$466K +$3.3K +34 +0.7%
NPFS
1185
Novak & Powell Financial Services
Florida
$466K +$466K +4,801 New
AAF
1186
Andra AP-fonden
Sweden
$466K +$378K +3,900 +433%
CFS
1187
Commonwealth Financial Services
West Virginia
$465K +$1.65K +17 +0.4%
SP
1188
Symmetry Partners
Connecticut
$463K – – –
MAM
1189
MWA Asset Management
Massachusetts
$463K -$435K -4,485 -48%
OWM
1190
OneAscent Wealth Management
Alabama
$462K +$119K +1,226 +35%
HWA
1191
Heritage Wealth Advisors
Virginia
$459K +$25.3K +261 +6%
RF
1192
Rollins Financial
Georgia
$457K -$75K -773 -14%
RFA
1193
Rollins Financial Advisors
New York
$457K +$457K +4,710 New
WA
1194
Waddell & Associates
Tennessee
$456K +$6.41K +66 +1%
EFSCE
1195
Enterprise Financial Services Corp (EFSC)
Missouri
$456K -$75.3K -776 -14%
OA
1196
Oracle Alpha
Ontario, Canada
$455K +$455K +4,691 New
AWM
1197
Accurate Wealth Management
Florida
$454K -$32K -329 -7%
MCWS
1198
McKinley Carter Wealth Services
West Virginia
$454K +$1.46K +15 +0.3%
TIA
1199
Traphagen Investment Advisors
New Jersey
$454K +$194 +2 +0%
WEG
1200
World Equity Group
Illinois
$451K -$89.8K -925 -17%
46 47
48
49 50