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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 %
CIS
1326
Connors Investor Services
Pennsylvania
$351K – – –
KWMG
1327
King Wealth Management Group
Florida
$350K -$17.4K -179 -5%
HFS
1328
Horizon Financial Services
North Carolina
$350K -$13K -134 -4%
AC
1329
Aldebaran Capital
Indiana
$349K – – –
OBWG
1330
Onyx Bridge Wealth Group
New York
$349K -$47.7K -491 -12%
SMA
1331
Sage Mountain Advisors
Georgia
$349K -$67.5K -696 -16%
WKSWA
1332
White Knight Strategic Wealth Advisors
New Jersey
$349K +$115K +1,180 +49%
FWTB
1333
First Western Trust Bank
Colorado
$349K +$82.4K +849 +31%
PG
1334
Prostatis Group
Maryland
$348K +$35K +361 +11%
MIP
1335
Marietta Investment Partners
Wisconsin
$348K -$291K -3,000 -46%
WPA
1336
West Paces Advisors
Georgia
$347K – – –
SEP
1337
Southland Equity Partners
Missouri
$346K +$18.6K +192 +6%
RMCM
1338
Reynders McVeigh Capital Management
Massachusetts
$345K – – –
OS
1339
Objectivity Squared
South Carolina
$345K +$345K +3,555 New
KWAG
1340
Kiely Wealth Advisory Group
North Carolina
$344K +$344K +3,577 New
TC
1341
Truvestments Capital
Florida
$343K +$38.5K +397 +13%
JE
1342
JMAC Enterprises
Pennsylvania
$342K +$24.8K +256 +8%
AIS
1343
AM Investment Strategies
Tennessee
$340K +$16.8K +173 +5%
KAS
1344
KPP Advisory Services
Kentucky
$338K -$11.8K -122 -3%
OHWA
1345
Oak Hill Wealth Advisors
Virginia
$337K +$20.5K +211 +6%
LGA
1346
Lebenthal Global Advisors
New York
$337K +$337K +3,473 New
PWMAG
1347
Pinnacle Wealth Management Advisory Group
New Jersey
$337K -$29.3K -302 -8%
VSQM
1348
V-Square Quantitative Management
Illinois
$336K – – –
CT
1349
Chicago Trust
Illinois
$336K -$205K -2,115 -38%
PFA
1350
Pure Financial Advisors
California
$336K +$336K +3,463 New
52 53
54
55 56