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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 %
PIM
1726
Platinum Investment Management
Australia
$88.2K +$66.2K +682 +300%
VIA
1727
Virtus Investment Advisers
Connecticut
$87.2K – – –
KA
1728
Kozak & Associates
Colorado
$86.7K +$882 +9 +1%
Lazard Asset Management
1729
Lazard Asset Management
New York
$83K -$359K -3,708 -81%
CA
1730
Centerpoint Advisors
Massachusetts
$81K +$4.09K +42 +5%
PMFA
1731
Plante Moran Financial Advisors
Michigan
$80.9K -$33.5K -345 -29%
AWM
1732
Ameliora Wealth Management
Switzerland
$80.6K -$10.7K -110 -12%
LTI
1733
Laffer Tengler Investments
Tennessee
$79.3K +$5.92K +61 +8%
AT
1734
Avalon Trust
New Mexico
$77.6K – – –
LI
1735
Louisbourg Investments
New Brunswick, Canada
$77.6K +$77.6K +800 New
MSWM
1736
McGlone Suttner Wealth Management
Wisconsin
$77K +$77K +793 New
GTAM
1737
Global Trust Asset Management
Florida
$76.1K +$4.85K +50 +7%
CAL
1738
Capital Advisors Ltd
Ohio
$75K -$8.96K -92 -11%
MFT
1739
Moisand Fitzgerald Tamayo
Florida
$74K -$8.25K -85 -10%
PP
1740
PFS Partners
New Jersey
$71.3K +$42.2K +435 +145%
BGAI
1741
Bruce G. Allen Investments
Colorado
$71K +$71K +732 New
LIA
1742
Luken Investment Analytics
Tennessee
$70K – – –
CSWM
1743
Cassady Schiller Wealth Management
Ohio
$69.3K -$5.53K -57 -7%
BWAM
1744
Boyd Watterson Asset Management
Ohio
$67.6K – – –
TFIPS
1745
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.4K +$67.4K +695 New
A
1746
AJOVista
Massachusetts
$67.3K +$67.3K +694 New
WIM
1747
Westside Investment Management
California
$65.1K – – –
EDRH
1748
Edmond de Rothschild Holding
Switzerland
$64.7K – – –
PWMG
1749
Prestige Wealth Management Group
New Jersey
$64.4K +$485 +5 +0.8%
WSCM
1750
Wellington Shields Capital Management
New York
$63K – – –
68 69
70
71 72