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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 %
TC
1501
Trilogy Capital
California
$256K +$13.1K +135 +5%
HWA
1502
HHM Wealth Advisors
Tennessee
$255K +$22.3K +230 +10%
CWM
1503
Congress Wealth Management
Massachusetts
$255K +$255K +2,685 New
WC
1504
Waterloo Capital
Texas
$254K +$254K +2,623 New
NL
1505
NWAM LLC
Washington
$253K -$2.62K -27 -1%
1IA
1506
1834 Investment Advisors
Wisconsin
$252K -$24.7K -255 -9%
NB
1507
Nicolet Bankshares
Wisconsin
$252K – – –
RPC
1508
Rossmore Private Capital
Connecticut
$251K – – –
PWM
1509
Partnership Wealth Management
Maryland
$250K +$250K +2,612 New
CNBTD
1510
Citizens National Bank Trust Department
Mississippi
$250K – – –
V
1511
VeraBank
Texas
$249K +$6.02K +62 +2%
MRCM
1512
M&R Capital Management
New Jersey
$248K +$7.38K +76 +3%
TFP
1513
Tilia Fiduciary Partners
North Carolina
$248K -$15.7K -162 -6%
BWCS
1514
Beirne Wealth Consulting Services
Connecticut
$248K +$5.24K +54 +2%
GD
1515
Grandfield & Dodd
New York
$248K – – –
SN
1516
Sittner & Nelson
Oregon
$248K – – –
NAMNJ
1517
NorthStar Asset Management (New Jersey)
New Jersey
$247K +$247K +2,549 New
VFPW
1518
Vantage Financial Partners (Wisconsin)
Wisconsin
$247K -$12.5K -129 -5%
ARC
1519
Advisor Resource Council
Texas
$246K +$246K +2,534 New
CPG
1520
Custom Portfolio Group
Colorado
$246K +$246K +2,574 New
CP
1521
Canopy Partners
Ohio
$245K +$245K +2,529 New
HVP
1522
Hudson Value Partners
Florida
$245K – – –
HCA
1523
Horan Capital Advisors
Ohio
$245K -$5.63K -58 -2%
BB
1524
Berkshire Bank
Massachusetts
$244K +$244K +2,516 New
SXL
1525
Summit X LLC
Missouri
$244K +$4.27K +44 +2%
59 60
61
62 63