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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 %
AWS
1576
Arkfeld Wealth Strategies
Nebraska
$222K +$222K +2,245 New
FBC
1577
Fairfield, Bush & Co
Connecticut
$222K +$222K +2,292 New
MSFS
1578
Main Street Financial Solutions
Pennsylvania
$222K +$222K +2,292 New
EIM
1579
Essex Investment Management
Massachusetts
$222K – – –
TA
1580
TrueWealth Advisors
Alabama
$222K +$1.65K +17 +0.7%
ECM
1581
Evergreen Capital Management
Washington
$221K -$625K -6,441 -74%
MAM
1582
Mainsail Asset Management
Alabama
$220K +$220K +2,270 New
BWP
1583
Barlow Wealth Partners
Kentucky
$220K +$220K +2,269 New
AT
1584
Arden Trust
Delaware
$220K -$48.5K -500 -18%
CAM
1585
Cubic Asset Management
Massachusetts
$220K +$220K +2,263 New
HWM
1586
Howard Wealth Management
Connecticut
$219K +$219K +2,259 New
FMTCOCP
1587
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K -$12.1K -125 -5%
LA
1588
LexAurum Advisors
Kansas
$218K -$14.6K -150 -6%
AAIM
1589
Asset Advisors Investment Management
Georgia
$218K -$147K -1,514 -40%
KP
1590
Keel Point
Alabama
$217K +$217K +2,239 New
CCFM
1591
Clear Creek Financial Management
Washington
$217K -$21.9K -226 -9%
NAS
1592
Nicolet Advisory Services
Wisconsin
$217K -$81.5K -827 -27%
MPCG
1593
Matrix Private Capital Group
New York
$217K +$217K +2,233 New
LFG
1594
Larson Financial Group
Missouri
$216K +$291 +3 +0.1%
AWM
1595
AAF Wealth Management
Massachusetts
$216K +$216K +2,225 New
AIA
1596
Alternative Investment Advisors
Florida
$216K +$216K +2,226 New
CRIG
1597
Charter Research & Investment Group
Connecticut
$216K +$216K +2,225 New
XWM
1598
Xcel Wealth Management
Florida
$215K +$215K +2,217 New
FFM
1599
Forum Financial Management
Illinois
$215K -$25K -258 -10%
LCM
1600
LCM Capital Management
Illinois
$215K +$215K +2,216 New
62 63
64
65 66