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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 %
GKIM
1801
GW&K Investment Management
Massachusetts
$30K -$4.58K -47 -13%
NF
1802
Norwood Financial
Pennsylvania
$29.4K – – –
WTG
1803
West Tower Group
Virginia
$29.2K +$29.2K +301 New
GFPC
1804
Global Financial Private Client
Florida
$29.1K – – –
LWA
1805
Lowe Wealth Advisors
Maryland
$29K – – –
PP
1806
Pacifica Partners
Canada
$28.8K – – –
HB
1807
Horizon Bancorp
Indiana
$28K – – –
CFG
1808
CKW Financial Group
Hawaii
$28K – – –
ODG
1809
O'Dell Group
Ohio
$27.5K +$27.5K +283 New
BIA
1810
Bell Investment Advisors
California
$27.3K -$9.03K -93 -25%
JFA
1811
JNBA Financial Advisors
Minnesota
$26.8K -$3.49K -36 -12%
PWMG
1812
Private Wealth Management Group
New Jersey
$26.3K +$26.3K +271 New
AS
1813
Altshuler Shaham
Israel
$26.3K +$26.3K +271 New
LFA
1814
Legend Financial Advisors
Pennsylvania
$25.8K – – –
MWM
1815
Mascoma Wealth Management
New Hampshire
$25.4K – – –
TVAMP
1816
Tennessee Valley Asset Management Partners
Tennessee
$24.4K +$24.4K +251 New
VCM
1817
Versant Capital Management
Arizona
$24.4K -$17.5K -180 -42%
OA
1818
Operose Advisors
Wisconsin
$24.1K -$60.2K -620 -71%
NICM
1819
Neo Ivy Capital Management
New York
$24K +$24K +250 New
RWPA
1820
Richard W. Paul & Associates
Michigan
$23.5K -$5.24K -54 -18%
FPF
1821
First Pacific Financial
Washington
$22.7K – – –
S
1822
Sachetta
Massachusetts
$22.2K +$22.2K +229 New
SJIM
1823
St. Johns Investment Management
Florida
$22K – – –
FFO
1824
Fortitude Family Office
Arizona
$21.8K +$21.8K +225 New
HF
1825
Halpern Financial
Virginia
$21.2K +$9.09K +92 +75%
71 72
73
74 75