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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 %
LWA
1201
Lantern Wealth Advisors
New York
$450K +$450K +4,642 New
VFP
1202
Verus Financial Partners
Virginia
$450K +$90.4K +943 +25%
SAM
1203
Smartleaf Asset Management
Massachusetts
$448K +$448K +4,607 New
HI
1204
Hudock Inc
Pennsylvania
$448K +$873 +9 +0.2%
NFG
1205
Nations Financial Group
Iowa
$447K +$46.7K +481 +12%
EWA
1206
ERTS Wealth Advisors
Michigan
$447K +$7.47K +77 +2%
GIP
1207
Greatmark Investment Partners
Georgia
$446K +$17.7K +182 +4%
PSFG
1208
Prairie Sky Financial Group
Illinois
$446K -$49.1K -506 -10%
CBT
1209
Central Bank & Trust
Kentucky
$444K +$230K +2,372 +108%
DWT
1210
Dorsey & Whitney Trust
South Dakota
$443K -$70K -721 -14%
WP
1211
WealthPLAN Partners
Nebraska
$443K -$37.4K -385 -8%
BWM
1212
Birchcreek Wealth Management
Ohio
$442K -$26K -268 -6%
SGK
1213
Steigerwald Gordon & Koch
Virginia
$441K -$27.3K -281 -6%
CAM
1214
Campion Asset Management
Virginia
$441K – – –
FCP
1215
Fidelis Capital Partners
Florida
$439K -$92.7K -955 -17%
RC
1216
Roundview Capital
New Jersey
$438K +$199K +2,054 +83%
CT
1217
Clearstead Trust
Maine
$437K -$14.7K -151 -3%
RFA
1218
Register Financial Advisors
Georgia
$435K +$291 +3 +0.1%
GWM
1219
Gray Wealth Management
Maine
$435K -$108K -1,109 -20%
MIC
1220
Means Investment Company
Maine
$434K -$8.54K -88 -2%
HFAS
1221
Hummer Financial Advisory Services
Illinois
$434K – – –
CB
1222
Centennial Bank
Arkansas
$434K +$6.31K +65 +1%
CAAS
1223
Capital Asset Advisory Services
Michigan
$433K +$4.37K +45 +1%
ATC
1224
Adirondack Trust Company
New York
$433K -$57.6K -627 -12%
SAM
1225
SignalPoint Asset Management
Missouri
$431K +$97 +1 +0%
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