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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 %
MA
1301
MKT Advisors
California
$369K +$3.74K +38 +1%
NCM
1302
NCM Capital Management
New Jersey
$368K -$9.7K -100 -3%
RB
1303
Renasant Bank
Mississippi
$368K +$12.8K +132 +4%
GL
1304
Graypoint LLC
New York
$367K -$150K -1,546 -29%
CG
1305
Caprock Group
Idaho
$367K +$135K +1,395 +58%
FCFC
1306
First Citizens Financial Corp
Iowa
$366K -$3.2K -33 -0.9%
FWCM
1307
Ferguson Wellman Capital Management
Oregon
$366K +$366K +3,773 New
AAIS
1308
ABN AMRO Investment Solutions
$364K -$29.2K -301 -7%
BFAG
1309
Blackston Financial Advisory Group
Florida
$364K -$20.6K -212 -5%
BHWM
1310
Bar Harbor Wealth Management
New Hampshire
$363K +$102K +1,051 +39%
HAIM
1311
Hunter Associates Investment Management
Pennsylvania
$362K -$53.2K -549 -13%
AIP
1312
Almanack Investment Partners
Pennsylvania
$362K – – –
AC
1313
AlphaCore Capital
California
$361K -$60.3K -621 -14%
AWM
1314
Accel Wealth Management
Iowa
$361K -$1.55K -16 -0.4%
SIMG
1315
Sonora Investment Management Group
Arizona
$358K +$59.2K +610 +20%
SS
1316
Sunbelt Securities
Texas
$357K -$108K -1,112 -23%
JC
1317
JB Capital
Connecticut
$356K +$46.3K +477 +15%
EP
1318
Eudaimonia Partners
Tennessee
$355K -$793K -8,170 -69%
DWM
1319
Darwin Wealth Management
Florida
$354K – – –
IPW
1320
IronBridge Private Wealth
Texas
$354K +$3.49K +36 +1%
KI
1321
Kapitalo Investimentos
Brazil
$354K +$354K +3,647 New
SIC
1322
Sterling Investment Counsel
New York
$353K +$13.1K +135 +4%
FWM
1323
ForthRight Wealth Management
Georgia
$352K -$2.04K -21 -0.6%
FW
1324
FirstPurpose Wealth
Utah
$351K +$15.1K +156 +5%
TPWA
1325
TRUE Private Wealth Advisors
Oregon
$351K +$20.3K +209 +6%
51 52
53
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