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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 %
LRPA
1626
L. Roy Papp & Associates
Arizona
$207K +$207K +2,135 New
RCM
1627
RNC Capital Management
California
$207K +$207K +2,132 New
BRG
1628
Bay Rivers Group
Virginia
$207K +$207K +2,129 New
CT
1629
Coastline Trust
Rhode Island
$206K +$206K +2,125 New
PB
1630
Pinnacle Bancorp
Nebraska
$206K – – –
OAM
1631
Ostrum Asset Management
France
$205K +$873 +9 +0.4%
CT
1632
Cambridge Trust
Massachusetts
$203K -$3.69K -38 -2%
1WM
1633
1900 Wealth Management
Texas
$202K -$49.8K -513 -20%
BRA
1634
Bender Robert & Associates
California
$202K +$202K +2,080 New
MA
1635
Mezzasalma Advisors
New Jersey
$201K -$32.1K -331 -14%
SRC
1636
Stone Run Capital
New York
$201K +$201K +2,071 New
SWA
1637
SFMG Wealth Advisors
Texas
$201K +$201K +2,069 New
WIA
1638
World Investment Advisors
California
$200K +$200K +2,062 New
HGERS
1639
Householder Group Estate & Retirement Specialist
Arizona
$198K +$30.9K +319 +18%
CCC
1640
Chelsea Counsel Company
California
$189K – – –
CSB
1641
City State Bank
Iowa
$189K – – –
AA
1642
AlphaMark Advisors
Kentucky
$188K -$3.98K -41 -2%
CM
1643
Cercano Management
Washington
$186K – – –
RIM
1644
Rakuten Investment Management
Japan
$185K +$185K +1,906 New
AA
1645
Alta Advisers
United Kingdom
$184K – – –
MCM
1646
MV Capital Management
Maryland
$183K -$18.4K -190 -9%
SCM
1647
Silvant Capital Management
Georgia
$183K – – –
VNA
1648
Valley National Advisers
Pennsylvania
$183K +$20.3K +210 +12%
KACA
1649
Kayne Anderson Capital Advisors
California
$183K -$339K -3,493 -65%
BWM
1650
Baystate Wealth Management
Massachusetts
$182K +$6.5K +67 +4%
64 65
66
67 68