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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 %
DCBT
1676
Dakota Community Bank & Trust
North Dakota
$147K +$11.2K +115 +8%
Capstone Investment Advisors
1677
Capstone Investment Advisors
New York
$147K -$11.7M -120,650 -99%
CTB
1678
Country Trust Bank
Illinois
$144K -$16.4K -169 -10%
JFGIW
1679
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$141K -$19.8K -204 -12%
RIM
1680
Rockbridge Investment Management
New York
$138K +$138K +1,420 New
BSB
1681
Bangor Savings Bank
Maine
$138K -$69.6K -717 -34%
DMBA
1682
Deseret Mutual Benefit Administrators
Utah
$137K -$38.9K -401 -22%
CFFP
1683
Center for Financial Planning
Michigan
$137K +$3.69K +38 +3%
Qube Research & Technologies (QRT)
1684
Qube Research & Technologies (QRT)
United Kingdom
$135K -$2.17M -22,393 -94%
AP
1685
Atwood & Palmer
Missouri
$134K – – –
TH
1686
TCTC Holdings
Texas
$133K -$9.7K -100 -7%
VC
1687
Vestor Capital
Illinois
$131K -$5.33K -55 -4%
PS
1688
Planned Solutions
California
$130K +$130K +1,340 New
OPTFSNA
1689
Old Point Trust & Financial Services N A
Virginia
$127K +$127K +1,313 New
LFA
1690
LGT Financial Advisors
Texas
$127K +$1.36K +14 +1%
IRC
1691
Investors Research Corp
Georgia
$127K – – –
NECFA
1692
New England Capital Financial Advisors
Connecticut
$127K +$97 +1 +0.1%
CP
1693
Castleview Partners
Texas
$126K +$7.76K +80 +7%
OP
1694
ORG Partners
Indiana
$126K +$31.5K +324 +33%
VWM
1695
Venturi Wealth Management
Texas
$123K +$11.3K +116 +10%
HCM
1696
Hollencrest Capital Management
California
$121K – – –
TCWA
1697
Turtle Creek Wealth Advisors
Texas
$120K +$120K +1,237 New
NRG
1698
Nemes Rush Group
Michigan
$120K +$4.66K +48 +4%
CWM
1699
Cranbrook Wealth Management
Michigan
$120K – – –
TSWM
1700
Tyler-Stone Wealth Management
Ohio
$120K +$291 +3 +0.2%
66 67
68
69 70