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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 %
FA
1551
Fiduciary Alliance
South Carolina
$235K +$235K +2,419 New
AFM
1552
Armstrong Fleming & Moore
District of Columbia
$235K – – –
RCWM
1553
Royal Capital Wealth Management
Indiana
$234K – – –
AAS
1554
Annex Advisory Services
Wisconsin
$234K -$48.4K -499 -17%
UAS
1555
United Asset Strategies
New York
$234K +$11.4K +117 +5%
PMAM
1556
Penn Mutual Asset Management
Pennsylvania
$233K – – –
BWM
1557
Baron Wealth Management
Michigan
$233K +$233K +2,398 New
JF
1558
Joule Financial
Kentucky
$232K +$232K +2,389 New
USB
1559
Union Savings Bank
Connecticut
$232K +$22.6K +233 +11%
RWA
1560
River Wealth Advisors
Pennsylvania
$231K +$231K +2,385 New
SRSA
1561
S.R. Schill & Associates
Washington
$230K – – –
LC
1562
Lindbrook Capital
California
$230K +$26.5K +273 +13%
WQ
1563
Wealth Quarterback
New Jersey
$230K -$5.14K -53 -2%
BIP
1564
Blueprint Investment Partners
North Carolina
$230K +$230K +2,370 New
MCM
1565
McRae Capital Management
New Jersey
$230K -$36.2K -373 -14%
NAG
1566
Northstar Advisory Group
New Jersey
$230K +$97 +1 +0%
BOM
1567
Bank of Marin
California
$229K – – –
AP
1568
Appleton Partners
Massachusetts
$227K -$2.53K -26 -1%
FIM
1569
Freedom Investment Management
Connecticut
$227K -$18.7K -193 -8%
LIG
1570
Lokken Investment Group
Delaware
$226K +$226K +2,328 New
WPWM
1571
Western Pacific Wealth Management
Illinois
$226K +$63.8K +657 +39%
DLHL
1572
Donald L. Hagan LLC
Florida
$224K +$224K +2,312 New
BCCM
1573
Bridge Creek Capital Management
Massachusetts
$224K – – –
KBFS
1574
Kohmann Bosshard Financial Services
Ohio
$223K – – –
LCM
1575
Lazari Capital Management
California
$223K +$2.04K +21 +0.9%
61 62
63
64 65