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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 %
SLG
1226
Stanley-Laman Group
Pennsylvania
$428K +$428K +4,831 New
TWM
1227
Trueblood Wealth Management
Ohio
$428K +$428K +4,415 New
SM
1228
Sciencast Management
New Jersey
$427K +$427K +4,405 New
GB
1229
Goepper Burkhardt
South Carolina
$427K – – –
BC
1230
Burney Company
Virginia
$427K -$16.5K -170 -4%
TIA
1231
Tiemann Investment Advisors
California
$426K -$35.5K -366 -8%
RWM
1232
Ritholtz Wealth Management
New York
$425K +$3.59K +37 +0.9%
GFP
1233
Gryphon Financial Partners
Ohio
$425K +$222K +2,285 +109%
ORC
1234
O'Rourke & Company
Massachusetts
$424K +$1.26K +13 +0.3%
BFM
1235
Boston Financial Management
Massachusetts
$423K +$8.05K +83 +2%
MCM
1236
McDonough Capital Management
Florida
$421K +$291 +3 +0.1%
CWM
1237
Cordatus Wealth Management
Pennsylvania
$421K -$12.5K -129 -3%
QCIG
1238
Quad-Cities Investment Group
Iowa
$421K -$10.2K -103 -2%
DLA
1239
Douglas Lane & Associates
New York
$421K +$37.6K +387 +10%
IGWM
1240
ICA Group Wealth Management
Colorado
$420K -$24K -247 -5%
HS
1241
Horan Securities
United States
$420K +$46K +474 +12%
DSC
1242
Duncker Streett & Co
Missouri
$419K -$29.5K -304 -7%
PWAM
1243
Pinnacle West Asset Management
Wyoming
$419K +$16K +165 +4%
BFC
1244
Blue Fin Capital
Rhode Island
$417K – – –
CAM
1245
Costello Asset Management
Pennsylvania
$417K -$13.4K -138 -3%
O
1246
Ossiam
France
$415K +$53.3K +549 +15%
AFAS
1247
Acorn Financial Advisory Services
Virginia
$411K -$8.45K -87 -2%
AGC
1248
Aspen Grove Capital
Colorado
$410K +$71.7K +742 +21%
LCM
1249
LVM Capital Management
Michigan
$410K +$15.1K +156 +4%
MCM
1250
Mainstay Capital Management
Michigan
$409K +$409K +4,216 New
48 49
50
51 52