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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 %
BCPWM
1826
Bradley & Co Private Wealth Management
Florida
$20.6K – – –
PCM
1827
Perritt Capital Management
Illinois
$19.5K +$194 +2 +1%
SWA
1828
SOA Wealth Advisors
New York
$19.5K +$97 +1 +0.5%
AWM
1829
Activest Wealth Management
Florida
$19.4K +$19.4K +200 New
MRC
1830
Millburn Ridgefield Corp
New York
$19.2K -$3.49K -36 -15%
CCA
1831
Catalyst Capital Advisors
New York
$19.2K -$3.49K -36 -15%
CWA
1832
Carolina Wealth Advisors
South Carolina
$19.1K – – –
FFL
1833
Financial Freedom LLC
Ohio
$18.6K – – –
DIP
1834
DT Investment Partners
Pennsylvania
$18.2K – – –
SIC
1835
SJS Investment Consulting
Ohio
$18.1K -$194 -2 -1%
FCG
1836
Financial Connections Group
California
$18K – – –
TWD
1837
True Wealth Design
Ohio
$17.7K +$5.82K +60 +49%
DFA
1838
DHJJ Financial Advisors
Illinois
$17.5K – – –
UIA
1839
Ulland Investment Advisors
Minnesota
$17K – – –
SA
1840
SRH Advisors
Kansas
$17K – – –
FP
1841
Financial Perspectives
Minnesota
$16.3K – – –
CWM
1842
Cedar Wealth Management
California
$16.2K – – –
ACA
1843
American Capital Advisory
Idaho
$16.1K +$16.1K +166 New
SRCM
1844
Signature Resources Capital Management
California
$16.1K +$16.1K +166 New
LWCFA
1845
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.1K -$11K -115 -41%
HT
1846
Headlands Technologies
Illinois
$15.6K -$27.1K -279 -63%
OCM
1847
Orion Capital Management
California
$15.4K – – –
MCM
1848
MidAtlantic Capital Management
Virginia
$15K +$15K +155 New
FSWA
1849
Financial Synergies Wealth Advisors
Texas
$14.6K – – –
VFM
1850
Viking Fund Management
North Dakota
$14.6K -$4.66M -48,000 -100%
72 73
74
75 76