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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 %
CIA
1376
Cladis Investment Advisory
Montana
$319K – – –
AC
1377
Abbrea Capital
California
$319K +$5.43K +56 +2%
TA
1378
TFG Advisers
Michigan
$319K +$6.6K +68 +2%
FBT
1379
First Bankers Trust
Kentucky
$318K – – –
C
1380
Certuity
Florida
$317K +$53.3K +549 +20%
TCA
1381
Transcend Capital Advisors
New Jersey
$316K +$679 +7 +0.2%
PCA
1382
Prosperity Capital Advisors
Ohio
$315K +$2.43K +25 +0.8%
PAI
1383
Pittenger & Anderson Inc
Nebraska
$315K – – –
PHWM
1384
Pine Harbor Wealth Management
Maryland
$315K +$315K +3,249 New
SC
1385
Searle & Co
Connecticut
$314K +$15.5K +160 +5%
PWMG
1386
Pinnacle Wealth Management Group
Michigan
$313K – – –
NEI
1387
Northwest & Ethical Investments
Ontario, Canada
$312K +$312K +3,219 New
CWM
1388
CarsonAllaria Wealth Management
Illinois
$312K -$20K -206 -6%
RT
1389
Rockland Trust
Massachusetts
$312K -$47.4K -488 -13%
EP
1390
Edgestream Partners
New Jersey
$312K +$312K +3,216 New
RWP
1391
Revolve Wealth Partners
New Jersey
$312K -$32K -330 -9%
TFA
1392
Teamwork Financial Advisors
Texas
$311K +$60.5K +623 +24%
FEM
1393
Fulcrum Equity Management
Texas
$311K +$15.9K +164 +5%
SFG
1394
StrategIQ Financial Group
Indiana
$310K -$21.6K -223 -7%
WA1
1395
Wimmer Associates 1
California
$308K -$2.91K -30 -0.9%
CAM
1396
Cypress Asset Management
Texas
$308K – – –
WPW
1397
Waldron Private Wealth
Pennsylvania
$308K -$26.9K -277 -8%
CBFP
1398
Cedar Brook Financial Partners
Ohio
$308K +$1.07K +11 +0.3%
FAG
1399
Fortitude Advisory Group
Washington
$308K +$24.5K +252 +9%
H
1400
HoyleCohen
California
$308K +$97 +1 +0%
54 55
56
57 58