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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 %
AGWCA
1651
Annis Gardner Whiting Capital Advisors
Florida
$182K +$73.8K +760 +68%
BWP
1652
Baldwin Wealth Partners
Massachusetts
$180K -$7.47K -77 -4%
GJIA
1653
Glass Jacobson Investment Advisors
Maryland
$178K – – –
PPWM
1654
PFG Private Wealth Management
Florida
$177K +$96.9K +999 +121%
TCM
1655
Tradewinds Capital Management
Washington
$176K – – –
CBT
1656
CoreFirst Bank & Trust
Kansas
$174K -$36.4K -375 -17%
SC
1657
Stephens Consulting
Michigan
$173K – – –
FFA
1658
First Foundation Advisors
California
$173K -$157K -1,613 -47%
IWA
1659
Icon Wealth Advisors
Texas
$173K +$173K +1,778 New
OSNBOA
1660
Old Second National Bank of Aurora
Illinois
$169K -$17.4K -179 -9%
FUBT
1661
First United Bank & Trust
Maryland
$167K +$167K +1,718 New
BC
1662
Barrett & Company
Rhode Island
$166K -$18.2K -188 -10%
EWP
1663
Elevation Wealth Partners
California
$166K +$166K +1,882 New
AAP
1664
Arax Advisory Partners
Colorado
$166K -$3.78K -39 -2%
RFG
1665
RFP Financial Group
Georgia
$165K – – –
BHWM
1666
Beaird Harris Wealth Management
Texas
$159K – – –
BWM
1667
BKM Wealth Management
Wisconsin
$159K +$159K +1,634 New
SAM
1668
Shell Asset Management
Netherlands
$158K – – –
HBW
1669
Hazlett, Burt & Watson
West Virginia
$158K +$193 +2 +0.1%
SIS
1670
Sound Income Strategies
Florida
$155K +$33.9K +349 +28%
WIA
1671
Wetzel Investment Advisors
Indiana
$154K +$154K +1,589 New
KC
1672
Knuff & Co
California
$152K – – –
AF
1673
Arrow Financial
New York
$151K -$3.01K -31 -2%
GWS
1674
Glassman Wealth Services
Virginia
$149K -$7.18K -74 -5%
CB
1675
Community Bank
New York
$148K -$18.9K -195 -11%
65 66
67
68 69