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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 %
MFWP
1451
Mosaic Family Wealth Partners
Missouri
$281K -$194 -2 -0.1%
IAMOG
1452
Investors Asset Management of Georgia
Georgia
$281K -$981K -10,115 -78%
CWM
1453
Calamos Wealth Management
Illinois
$280K -$11.2M -115,892 -98%
WP
1454
WealthSource Partners
California
$280K -$2.52K -26 -0.9%
NSG
1455
Nalls Sherbakoff Group
Tennessee
$278K +$1.84K +19 +0.7%
BWP
1456
Balboa Wealth Partners
Arizona
$277K +$15K +155 +6%
PWM
1457
Power Wealth Management
Georgia
$277K +$277K +2,852 New
SIG
1458
Spinnaker Investment Group
California
$276K +$1.07K +11 +0.4%
WAG
1459
Wiser Advisor Group
Arizona
$275K +$275K +2,836 New
KC
1460
Kepos Capital
New York
$275K -$38.1K -393 -12%
EHWM
1461
Eads & Heald Wealth Management
Georgia
$275K -$9.04K -93 -3%
SWM
1462
Sugarloaf Wealth Management
Georgia
$274K +$33.4K +344 +14%
FPWM
1463
FSB Premier Wealth Management
Iowa
$274K +$10.5K +108 +4%
AWM
1464
Absher Wealth Management
North Carolina
$274K +$30.3K +312 +12%
WAM
1465
WealthTrust Asset Management
Florida
$274K +$274K +2,821 New
OPPS
1466
Obsidian Personal Planning Solutions
Maryland
$274K – – –
PVI
1467
Pine Valley Investments
New Jersey
$273K +$21.3K +219 +8%
AC
1468
Avestar Capital
New York
$272K +$39.8K +410 +17%
PIP
1469
Peachtree Investment Partners
Florida
$271K -$35.6K -367 -12%
FFB
1470
First Financial Bankshares
Texas
$271K +$271K +2,796 New
FC
1471
FCA Corp
Texas
$271K – – –
RFS
1472
Richardson Financial Services
Massachusetts
$271K +$271K +2,794 New
MSFP
1473
Mark Sheptoff Financial Planning
Connecticut
$270K -$194K -2,000 -42%
BIA
1474
Beacon Investment Advisors
Maryland
$269K -$291 -3 -0.1%
CCT
1475
Capital City Trust
Florida
$269K +$14K +144 +5%
57 58
59
60 61