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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 %
SW
1526
Schulz Wealth
Texas
$243K +$243K +2,505 New
CA
1527
Calton & Associates
Florida
$243K -$21.5K -222 -8%
SJL
1528
Shayne & Jacobs LLC
Tennessee
$243K – – –
OQS
1529
Occudo Quantitative Strategies
Florida
$242K +$242K +2,492 New
LAM
1530
L2 Asset Management
Massachusetts
$242K +$242K +2,490 New
PBK
1531
Peoples Bank (Kansas)
Kansas
$240K -$7.28K -75 -3%
EIA
1532
Edgemoor Investment Advisors
Maryland
$240K – – –
PCP
1533
Proficio Capital Partners
Massachusetts
$240K -$28.8K -297 -11%
BST
1534
Bath Savings Trust
Maine
$240K -$21.8K -225 -8%
PK
1535
Pflug Koory
Nebraska
$240K -$1.65K -17 -0.7%
AC
1536
Allstate Corporation
Illinois
$239K +$18.7K +193 +8%
JWM
1537
Janiczek Wealth Management
Colorado
$239K +$129K +1,329 +117%
RWI
1538
Red Wave Investments
Pennsylvania
$239K +$15.4K +159 +7%
WAM
1539
Weatherly Asset Management
California
$239K +$194 +2 +0.1%
PCIG
1540
Partners Capital Investment Group
Massachusetts
$238K -$16.6K -171 -7%
CG
1541
Clarus Group
Texas
$238K -$6.11K -63 -3%
PCA
1542
Pallas Capital Advisors
Massachusetts
$238K -$1.55K -16 -0.6%
CW
1543
Cook Wealth
North Carolina
$238K -$14.2K -150 -6%
FFWA
1544
FRG Family Wealth Advisors
Washington
$238K – – –
MKC
1545
M. Kraus & Co
Vermont
$237K -$3.59K -37 -1%
EWM
1546
Elmwood Wealth Management
California
$236K -$39.7K -409 -14%
BIM
1547
Bridges Investment Management
Nebraska
$236K – – –
AFG
1548
Allegheny Financial Group
Pennsylvania
$236K +$485 +5 +0.2%
LFG
1549
Lockerman Financial Group
California
$236K +$236K +2,428 New
AFGAS
1550
Allegiance Financial Group Advisory Services
Virginia
$235K – – –
60 61
62
63 64