DUK icon

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 %
KFS
1776
Kelly Financial Services
Massachusetts
$48.3K -$194 -2 -0.4%
LFA
1777
Livelsberger Financial Advisory
Ohio
$48K +$48K +495 New
CH
1778
Canton Hathaway
Rhode Island
$46K – – –
RA
1779
Rational Advisors
New York
$45.8K – – –
MTIC
1780
Missouri Trust & Investment Company
Missouri
$45.7K +$17K +175 +59%
FWM
1781
FSA Wealth Management
Massachusetts
$42K +$42K +437 New
IPW
1782
Impact Partnership Wealth
Georgia
$41.9K -$125K -1,290 -75%
M
1783
MOTCO
Texas
$41.5K -$19K -196 -31%
HCM
1784
Horrell Capital Management
Arkansas
$41K – – –
EC
1785
EdgeRock Capital
Colorado
$39.6K +$39.6K +411 New
CWM
1786
Compass Wealth Management
Connecticut
$38.8K – – –
CAM
1787
Creekmur Asset Management
Illinois
$38.6K +$38.6K +398 New
ME
1788
McIlrath & Eck
Washington
$38K – – –
APW
1789
Acima Private Wealth
Virginia
$35.7K – – –
TFM
1790
TFC Financial Management
Massachusetts
$33.9K +$2.52K +26 +8%
FCT
1791
First Community Trust
Iowa
$33.8K – – –
WAM
1792
WFA Asset Management
Wisconsin
$33.1K -$75.3K -776 -69%
LD
1793
Lipe & Dalton
New York
$33K – – –
TIM
1794
Tortoise Investment Management
New York
$32.4K – – –
LF
1795
Lee Financial
Texas
$32.3K – – –
C
1796
Covestor
United Kingdom
$32K +$778 +8 +2%
FWA
1797
FSC Wealth Advisors
New York
$31.3K – – –
WOC
1798
West Oak Capital
California
$31K – – –
GWSA
1799
Global Wealth Strategies & Associates
Colorado
$30.8K – – –
PCWA
1800
Pacific Capital Wealth Advisors
California
$30.8K +$30.8K +317 New
70 71
72
73 74