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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 %
CI
1476
CX Institutional
Indiana
$269K -$143K -1,472 -35%
MWM
1477
Modern Wealth Management
Kansas
$268K +$268K +2,760 New
SSA
1478
Sierra Summit Advisors
Nevada
$268K +$268K +2,757 New
AWAU
1479
Alliance Wealth Advisors (Utah)
Utah
$267K -$7.96K -82 -3%
UCI
1480
Uncommon Cents Investing
Wisconsin
$267K +$267K +2,753 New
VCAM
1481
Van Cleef Asset Management
Ohio
$267K -$14.6K -150 -5%
BCG
1482
Breakwater Capital Group
New Jersey
$266K +$6.56K +69 +3%
GHAM
1483
Gilman Hill Asset Management
Connecticut
$266K -$10.1K -104 -4%
HB
1484
HTLF Bank
Colorado
$265K +$265K +2,726 New
WBC
1485
West Branch Capital
Massachusetts
$264K -$11.3K -116 -4%
CPSC
1486
Carl P. Sherr & Co
Massachusetts
$264K – – –
KIA
1487
Kraematon Investment Advisors
Massachusetts
$264K +$2.23K +23 +0.9%
AW
1488
Alaethes Wealth
Nevada
$264K -$3.4K -35 -1%
AC
1489
Apella Capital
Connecticut
$264K +$36.4K +370 +16%
DG
1490
DMC Group
Alabama
$264K -$116K -1,191 -30%
VCP
1491
Verus Capital Partners
Arizona
$264K +$28.7K +296 +12%
CA
1492
CapWealth Advisors
Tennessee
$262K -$19.9K -205 -7%
BWM
1493
Blossom Wealth Management
California
$261K +$1.46K +15 +0.6%
GG
1494
Gleason Group
Kentucky
$261K +$2.72K +28 +1%
HGA
1495
Hobbs Group Advisors
South Carolina
$261K +$261K +2,689 New
PP
1496
PDS Planning
Ohio
$261K -$69.1K -712 -21%
SP
1497
Stonebrook Private
Michigan
$261K +$261K +2,685 New
NG
1498
Norden Group
Utah
$259K +$9.22K +95 +4%
RDFA
1499
Ritter Daniher Financial Advisory
Ohio
$259K +$194 +2 +0.1%
SFO
1500
Stokes Family Office
Louisiana
$256K -$63.8K -657 -20%
58 59
60
61 62