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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 %
FLPIM
1401
F.L. Putnam Investment Management
Massachusetts
$308K -$125K -1,289 -29%
GI
1402
GAMMA Investing
California
$307K +$307K +3,206 New
EB
1403
Exchange Bank
California
$307K – – –
WIM
1404
WealthPlan Investment Management
Nebraska
$306K -$32.3K -333 -10%
TIMH
1405
Tilt Investment Management Holdings
New York
$306K -$93.1K -959 -23%
CW
1406
Channel Wealth
California
$305K +$305K +3,147 New
MIC
1407
Meridian Investment Counsel
California
$305K – – –
ST
1408
Smithfield Trust
Pennsylvania
$304K -$26.1K -269 -8%
SCA
1409
Stokes Capital Advisors
South Carolina
$304K +$485 +5 +0.2%
SAM
1410
Summit Asset Management
Tennessee
$303K +$32.2K +332 +12%
SIA
1411
Strategic Investment Advisors
Michigan
$302K -$29K -299 -9%
WMA
1412
West Michigan Advisors
Michigan
$301K +$20.4K +210 +7%
DA
1413
Detalus Advisors
Missouri
$301K -$41K -423 -12%
LBA
1414
Letko, Brosseau & Associates
Quebec, Canada
$301K – – –
ASC
1415
Atalanta Sosnoff Capital
New York
$301K -$20.5K -211 -6%
NSIM
1416
North Star Investment Management
Illinois
$300K -$28K -289 -9%
MBT
1417
Montecito Bank & Trust
California
$300K +$14.6K +150 +5%
ZIM
1418
Zacks Investment Management
Illinois
$300K +$300K +3,093 New
CFS
1419
CRA Financial Services
New Jersey
$300K -$41K -422 -12%
BCMLT
1420
Beacon Capital Management LLC (Tennessee)
Tennessee
$299K -$13.2K -150 -4%
JWBC
1421
J.W. Burns & Co
New York
$299K – – –
SIC
1422
Sigma Investment Counselors
Michigan
$299K -$1.94K -20 -0.6%
FH
1423
FWG Holdings
Florida
$298K +$28.6K +288 +11%
PIM
1424
Plato Investment Management
Australia
$298K +$298K +3,068 New
LIA
1425
LSP Investment Advisors
New York
$297K – – –
55 56
57
58 59