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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 %
TWM
1601
Tradition Wealth Management
Minnesota
$215K +$1.46K +15 +0.7%
MIA
1602
MeadowBrook Investment Advisors
Michigan
$214K +$214K +2,207 New
MF
1603
Meridian Financial
Massachusetts
$214K +$214K +2,206 New
VBCG
1604
Valley Brook Capital Group
Pennsylvania
$214K +$214K +2,204 New
PFT
1605
Providence First Trust
Arizona
$213K +$213K +2,200 New
B
1606
Bridgeworth
Alabama
$213K -$17.7K -182 -8%
RPWA
1607
Regent Peak Wealth Advisors
Georgia
$213K -$9.9K -102 -4%
WAM
1608
Worth Asset Management
Texas
$213K +$213K +2,194 New
SIS
1609
Strategic Investment Solutions
Illinois
$213K -$8.79M -90,625 -98%
AWE
1610
Avidian Wealth Enterprises
Texas
$212K -$68.6K -707 -24%
AI
1611
Accredited Investors
Minnesota
$212K +$212K +2,188 New
RBC
1612
Roble Belko & Company
Pennsylvania
$212K -$212K -2,182 -50%
CAL
1613
Capital Analysts LLC
Pennsylvania
$212K -$10.9K -113 -5%
AP
1614
Americana Partners
Texas
$211K -$109K -1,121 -34%
NC
1615
NBW Capital
Massachusetts
$211K -$46.5K -479 -18%
AC
1616
ASB Consultores
Florida
$210K -$163K -1,678 -44%
IFAM
1617
Institutional & Family Asset Management
Colorado
$210K – – –
LWM
1618
Liberty Wealth Management
California
$210K +$210K +2,168 New
FA
1619
Fermata Advisors
California
$210K +$210K +2,162 New
GA
1620
Geller Advisors
New York
$210K +$210K +2,159 New
ITIM
1621
Indiana Trust & Investment Management
Indiana
$209K -$37.8K -390 -15%
YIA
1622
YHB Investment Advisors
Connecticut
$208K -$53.4K -550 -20%
AF
1623
Advisornet Financial
Minnesota
$208K +$31K +319 +17%
PWH
1624
Priebe Wealth Holdings
Minnesota
$208K +$208K +2,139 New
ACM
1625
Altrius Capital Management
North Carolina
$208K +$208K +2,138 New
63 64
65
66 67