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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 %
QC
1351
Quent Capital
New York
$336K -$99K -1,020 -23%
CCA
1352
Childress Capital Advisors
Texas
$335K -$52.7K -543 -14%
GWA
1353
GGM Wealth Advisors
Maryland
$335K +$31.5K +329 +10%
SF
1354
Slagle Financial
Illinois
$334K +$148K +3,051 +80%
MWA
1355
Muirfield Wealth Advisors
North Carolina
$332K +$332K +3,425 New
CIM
1356
CIM Investment Management
Pennsylvania
$332K – – –
CG
1357
CFO4Life Group
Texas
$332K -$51.7K -533 -13%
BW
1358
BIP Wealth
Georgia
$332K +$332K +3,421 New
PIA
1359
Pinion Investment Advisors
Kansas
$332K -$103K -1,062 -24%
FRA
1360
Front Row Advisors
California
$331K -$3.88K -40 -1%
PWLP
1361
Prio Wealth Limited Partnership
Massachusetts
$331K -$51.7K -533 -14%
CIG
1362
Cascade Investment Group
Colorado
$330K – – –
BMC
1363
Beaton Management Company
Massachusetts
$330K +$4.85K +50 +1%
Wolverine Trading
1364
Wolverine Trading
Illinois
$326K +$326K +3,364 New
SFP
1365
Sandbox Financial Partners
Maryland
$325K -$6.31K -65 -2%
AA
1366
Apriem Advisors
California
$325K -$25.6K -264 -7%
MCM
1367
Marathon Capital Management
Maryland
$325K – – –
GP
1368
Girard Partners
Pennsylvania
$325K -$127K -1,307 -28%
CWP
1369
Cyndeo Wealth Partners
Florida
$324K +$291 +3 +0.1%
SLT
1370
St Louis Trust
Missouri
$323K – – –
MGAM
1371
McGowan Group Asset Management
Texas
$323K +$291 +3 +0.1%
CAM
1372
Cozad Asset Management
Illinois
$322K -$9.7K -100 -3%
CCA
1373
Cravens & Co Advisors
Tennessee
$321K -$12.1K -125 -4%
ACI
1374
Alpha Cubed Investments
California
$321K -$44.2K -456 -12%
MWP
1375
Meridian Wealth Partners
Pennsylvania
$321K +$6.11K +63 +2%
53 54
55
56 57