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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 %
3IP
1251
3Chopt Investment Partners
Virginia
$409K +$409K +4,210 New
BCA
1252
Bray Capital Advisors
Florida
$408K – – –
HW
1253
Hancock Whitney
Mississippi
$407K +$3.2K +33 +0.8%
PFA
1254
Petra Financial Advisors
Colorado
$406K -$155K -1,596 -28%
IPAM
1255
Investment Partners Asset Management
New Jersey
$405K +$405K +4,178 New
MA
1256
MBA Advisors
Pennsylvania
$405K -$107K -1,100 -21%
PA
1257
Probity Advisors
Texas
$405K +$14.9K +154 +4%
ACP
1258
Aveo Capital Partners
Colorado
$405K -$25.1K -259 -6%
WLIM
1259
White Lighthouse Investment Management
Massachusetts
$404K – – –
KS
1260
Karpas Strategies
Connecticut
$402K +$873 +9 +0.2%
STA
1261
Summit Trail Advisors
New York
$402K -$176K -1,809 -30%
AL
1262
Aspiriant LLC
California
$401K -$34.9K -360 -8%
WIC
1263
Wilkins Investment Counsel
Massachusetts
$400K – – –
WC
1264
Westhampton Capital
North Carolina
$399K +$399K +4,111 New
FHA
1265
Flagship Harbor Advisors
Massachusetts
$398K +$22.6K +233 +6%
GAMC
1266
Garner Asset Management Corp
Texas
$397K -$17.4K -187 -4%
NPF
1267
Norris Perne & French
Michigan
$397K -$22.4K -231 -5%
RMAM
1268
Raab & Moskowitz Asset Management
New Jersey
$396K +$162K +1,674 +70%
PIMG
1269
Patriot Investment Management Group
Tennessee
$396K -$31.1K -320 -7%
DJSG
1270
D.J. St. Germain
Massachusetts
$395K -$7.38K -76 -2%
PA
1271
PFG Advisors
Arizona
$395K +$47.1K +485 +14%
AF
1272
Aldebaran Financial
$393K -$3.2K -33 -0.8%
CWS
1273
Cypress Wealth Services
California
$393K -$8.73K -90 -2%
SIM
1274
Sentry Investment Management
Wisconsin
$392K -$42.1K -434 -10%
TW
1275
Transform Wealth
Colorado
$390K -$41.9K -432 -10%
49 50
51
52 53