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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 %
PCTC
1751
Perkins Coie Trust Company
Washington
$63K -$2.62K -27 -4%
PA
1752
Pineridge Advisors
Missouri
$62.9K +$62.9K +649 New
NFA
1753
Northwest Financial Advisors
Virginia
$62.4K +$62.4K +643 New
JGIA
1754
Jackson Grant Investment Advisers
Connecticut
$61.7K – – –
MIM
1755
Macroview Investment Management
Maryland
$60.9K – – –
IRAG
1756
Investment Research & Advisory Group
Georgia
$58.4K +$388 +4 +0.7%
SPWM
1757
Spartan Planning & Wealth Management
North Carolina
$57.6K +$57.4K +592 +29,600%
NBT
1758
Northwest Bank & Trust
Iowa
$57.1K +$57.1K +588 New
RDIA
1759
RE Dickinson Investment Advisors
Iowa
$57K – – –
DCM
1760
Davis Capital Management
Florida
$56.8K +$56.8K +585 New
AWM
1761
Abound Wealth Management
Tennessee
$56.7K +$1.17K +12 +2%
EL
1762
EMFO LLC
Florida
$56.7K – – –
OLVIG
1763
Oliver Lagore Vanvalin Investment Group
Michigan
$56.2K – – –
GIA
1764
GHP Investment Advisors
Colorado
$55.7K +$291 +3 +0.5%
BAM
1765
Bellevue Asset Management
Washington
$55.6K -$4.95K -51 -8%
BFPW
1766
BOK Financial Private Wealth
Colorado
$54.6K +$5.92K +61 +12%
PGAM
1767
Princeton Global Asset Management
New Jersey
$54.3K – – –
TCPG
1768
Trivant Custom Portfolio Group
California
$53.4K – – –
CAC
1769
Core Alternative Capital
Georgia
$52.4K -$27.2K -280 -34%
FDCP
1770
Foster Dykema Cabot & Partners
Massachusetts
$50.4K +$50.4K +519 New
DAM
1771
Delta Asset Management
Tennessee
$50.3K +$31.2K +322 +164%
SCA
1772
Stuart Chaussee & Associates
California
$49.9K -$6.7K -69 -12%
HSA
1773
Hussman Strategic Advisors
Maryland
$48.5K – – –
LAM
1774
Lummis Asset Management
Texas
$48.5K +$48.5K +500 New
FWM
1775
Focused Wealth Management
New York
$48.5K +$291 +3 +0.6%
69 70
71
72 73