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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 %
RWM
1701
Ruedi Wealth Management
Illinois
$117K – – –
SAM
1702
S.A. Mason
Michigan
$117K – – –
WB
1703
Webster Bank
Connecticut
$114K +$18.9K +195 +20%
TFA
1704
Toth Financial Advisory
Virginia
$113K +$971 +10 +0.9%
FGA
1705
Fortis Group Advisors
New Jersey
$111K +$55.3K +570 +100%
NMG
1706
New Millennium Group
Utah
$110K +$971 +10 +0.9%
SA
1707
Scarborough Advisors
Maryland
$109K +$109K +1,127 New
SNB
1708
Security National Bank
Nebraska
$108K +$108K +1,116 New
AWM
1709
Atticus Wealth Management
Florida
$107K -$776 -8 -0.7%
BCP
1710
Blue Chip Partners
Michigan
$106K +$106K +1,096 New
AWM
1711
AllSquare Wealth Management
New York
$105K – – –
MSG
1712
Main Street Group
Virginia
$104K +$104K +1,076 New
KFI
1713
Key Financial Inc
Pennsylvania
$103K -$17K -175 -14%
FDCDDQ
1714
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K -$4.85K -50 -5%
CTWM
1715
Cherry Tree Wealth Management
Minnesota
$101K +$873 +9 +0.9%
AA
1716
Addison Advisors
Vermont
$100K – – –
ATC
1717
Advantage Trust Company
Kansas
$99.9K +$99.9K +1,029 New
PSB
1718
Piscataqua Savings Bank
New Hampshire
$99.9K – – –
BAM
1719
Byrne Asset Management
New Jersey
$98K -$103K -1,168 Closed
MFC
1720
Mechanics Financial Corp
Ohio
$97K – – –
GWSG
1721
GPS Wealth Strategies Group
Colorado
$96.9K – – –
CMP
1722
Coston McIsaac & Partners
Maine
$94K +$290 +3 +0.3%
DAC
1723
Dividend Assets Capital
South Carolina
$93K -$19.3K -198 -17%
HCM
1724
Highlander Capital Management
New Jersey
$90.2K – – –
GG
1725
Greenwood Gearhart
Arkansas
$89K +$89K +917 New
67 68
69
70 71