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 %
WP
1276
Westmount Partners
California
$389K +$14.8K +153 +4%
WPI
1277
Walter Public Investments
Canada
$388K – – –
LA
1278
Latitude Advisors
Florida
$388K -$19.8K -204 -5%
CFP
1279
Catalyst Financial Partners
Massachusetts
$386K -$4.37K -45 -1%
HIA
1280
Harbor Investment Advisory
Maryland
$386K -$7.67K -79 -2%
Jennison Associates
1281
Jennison Associates
New York
$385K +$385K +3,965 New
OCG
1282
Opus Capital Group
Ohio
$384K -$9.71K -100 -2%
AHC
1283
Adell Harriman & Carpenter
Texas
$384K – – –
MNBTD
1284
Moody National Bank Trust Division
Texas
$384K -$975K -10,045 -72%
AWAP
1285
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$384K -$29.9K -308 -7%
CGH
1286
CMG Global Holdings
Texas
$383K – – –
BFA
1287
Bill Few Associates
Pennsylvania
$382K -$2.43K -25 -0.6%
BFC
1288
Bedel Financial Consulting
Indiana
$381K -$84.4K -870 -18%
S
1289
Sunpointe
Missouri
$380K +$380K +3,912 New
CAS
1290
Coppell Advisory Solutions
Texas
$379K +$330K +3,399 +666%
MAG
1291
Mayfair Advisory Group
Alabama
$379K – – –
HIS
1292
Horizon Investment Services
Indiana
$379K – – –
HIP
1293
HUB Investment Partners
Texas
$377K +$124K +1,278 +49%
WTA
1294
Washington Trust Advisors
Massachusetts
$376K – – –
DWM
1295
Destination Wealth Management
California
$375K -$1.26K -13 -0.3%
DI
1296
DFPG Investments
Utah
$374K -$23.5K -238 -6%
NRC
1297
New Republic Capital
North Carolina
$374K -$119K -1,231 -24%
FCA
1298
FLC Capital Advisors
California
$374K +$99.1K +1,021 +36%
VP
1299
Verum Partners
North Carolina
$372K +$11.2K +115 +3%
GP
1300
Greenline Partners
New York
$371K – – –
50 51
52
53 54