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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 %
AMM
1426
American Money Management
California
$296K – – –
BBNB
1427
Baker Boyer National Bank
Washington
$296K -$16.1K -166 -5%
TC
1428
Telemus Capital
Michigan
$295K -$5.53K -57 -2%
JWM
1429
Jackson Wealth Management
Florida
$295K – – –
FAN
1430
Financial Advisors Network
California
$295K -$23.8K -245 -7%
MHR
1431
Matthew Hamilton Rosenberg
$294K -$24.1K -248 -8%
MA
1432
MCF Advisors
Kentucky
$292K – – –
MAM
1433
McLean Asset Management
Virginia
$292K +$292K +2,963 New
ACM
1434
Alethea Capital Management
Washington
$291K – – –
BSSFA
1435
Baron Silver Stevens Financial Advisors
Florida
$290K – – –
HWMG
1436
Hurlow Wealth Management Group
Indiana
$290K +$97 +1 +0%
RSWM
1437
Robertson Stephens Wealth Management
California
$289K -$13.1K -135 -4%
TI
1438
Truepoint Inc
Ohio
$289K +$289K +2,982 New
FA
1439
Fagan Associates
New York
$289K – – –
PPWP
1440
Premier Path Wealth Partners
New Jersey
$288K +$288K +2,970 New
MSWMA
1441
Market Street Wealth Management Advisors
Indiana
$288K -$35.6K -367 -11%
CC
1442
Cadinha & Co
Hawaii
$285K -$4.85K -50 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1443
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$285K +$285K +2,935 New
BCMO
1444
Buckingham Capital Management (Ohio)
Ohio
$285K +$36.3K +374 +15%
CA
1445
Clearstead Advisors
Ohio
$284K -$309K -3,186 -52%
BTW
1446
Boston Trust Walden
Massachusetts
$283K – – –
NHT
1447
New Hampshire Trust
New Hampshire
$282K -$10.2K -105 -3%
Kayne Anderson Rudnick Investment Management
1448
Kayne Anderson Rudnick Investment Management
California
$282K +$3.4K +35 +1%
PIAS
1449
PCA Investment Advisory Services
Ohio
$282K -$27K -278 -9%
CWM
1450
Centurion Wealth Management
Virginia
$282K +$3.4K +35 +1%
56 57
58
59 60