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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
27.8%
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
$2.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B
3
Macquarie Group
Macquarie Group
Australia
$422M
4
Barclays
Barclays
United Kingdom
$292M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$306M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
CCM
Cullen Capital Management
New York
$184M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.81B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$23.5M -$1.64M -16,871 -7%
UB
152
UMB Bank
Missouri
$23.5M -$7.5M -77,306 -24%
BG
153
Bollard Group
Massachusetts
$22.9M -$1.12M -11,556 -5%
AA
154
ALPS Advisors
Colorado
$22.6M -$1.43M -14,763 -6%
DRZID
155
DePrince Race & Zollo Inc (DRZ)
Florida
$22.6M +$4.48M +46,139 +25%
Cerity Partners
156
Cerity Partners
New York
$22.5M +$2.11M +21,773 +10%
ST
157
Sabal Trust
Florida
$22.4M -$280K -2,889 -1%
SO
158
STRS Ohio
Ohio
$22.1M -$992K -10,228 -4%
CIBC Asset Management
159
CIBC Asset Management
Ontario, Canada
$22M -$1.23M -12,634 -5%
UIM
160
USS Investment Management
United Kingdom
$21.9M -$107K -1,100 -0.5%
CF
161
Clarity Financial
Texas
$21.8M +$5.72M +58,949 +36%
IMRF
162
Illinois Municipal Retirement Fund
Illinois
$21.8M +$4.67M +48,132 +27%
IG
163
ING Group
Netherlands
$21.8M +$10.3M +106,434 +90%
GCM
164
Graham Capital Management
Connecticut
$21.8M -$4.36M -44,926 -17%
EIP
165
Energy Income Partners
Connecticut
$21.4M -$2.07M -21,314 -9%
Citadel Advisors
166
Citadel Advisors
Florida
$21.2M +$19.2M +197,779 +943%
DC
167
Davenport & Co
Virginia
$21.1M +$313K +3,229 +2%
ASRS
168
Arizona State Retirement System
Arizona
$21M -$126K -1,302 -0.6%
SOMRS
169
State of Michigan Retirement System
Michigan
$20.5M -$19.4K -200 -0.1%
GC
170
Guggenheim Capital
Illinois
$20.3M +$265K +2,729 +1%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$19.9M +$6.62M +68,259 +50%
BC
172
Bruce & Co
Illinois
$19.8M -$970K -10,000 -5%
TNB
173
Thomasville National Bank
Georgia
$19.5M +$285K +2,932 +1%
SFM
174
Stack Financial Management
Montana
$19.4M -$396K -4,078 -2%
Verition Fund Management
175
Verition Fund Management
Connecticut
$19.2M -$26.5M -273,207 -58%
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