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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 %
CPG
1851
Cornerstone Planning Group
New Jersey
$14.3K -$3.59K -37 -20%
JWA
1852
JFS Wealth Advisors
Pennsylvania
$14.1K -$1.75K -18 -11%
RAM
1853
Ramirez Asset Management
New York
$14K – – –
FFA
1854
Frazier Financial Advisors
Ohio
$13.3K +$13.3K +137 New
TFGT
1855
TS Financial Group (TSFG)
Illinois
$13K -$14K -146 -52%
AW
1856
Avion Wealth
Texas
$13K -$10.8K -109 -45%
TCG
1857
Transcendent Capital Group
Oklahoma
$12.6K +$12.6K +130 New
CG
1858
Cutler Group
California
$12K -$232K -2,413 -95%
BEI
1859
Benjamin Edwards Inc
Missouri
$12K +$3.12K +32 +35%
PO
1860
Private Ocean
California
$11.9K – – –
DPW
1861
DiNuzzo Private Wealth
Pennsylvania
$11K +$11K +113 New
RG
1862
Retirement Group
California
$10.8K – – –
RTL
1863
Red Tortoise LLC
Georgia
$10.6K -$5.05K -52 -32%
WFA
1864
West Financial Advisors
Iowa
$10.5K -$4.95K -51 -32%
PWMG
1865
Provence Wealth Management Group
California
$10.4K – – –
CWA
1866
Core Wealth Advisors
Florida
$9.81K +$9.81K +101 New
CCM
1867
Chilton Capital Management
Texas
$9.8K -$16.9K -174 -63%
CYG
1868
Clean Yield Group
Vermont
$9.7K +$9.7K +100 New
BCM
1869
Bourgeon Capital Management
Connecticut
$9.03K – – –
GA
1870
GoalVest Advisory
New York
$8.73K +$6.79K +70 +350%
PCMC
1871
Planning Capital Management Corporation
Pennsylvania
$8.15K +$8.15K +84 New
PIS
1872
POM Investment Strategies
North Carolina
$8.03K +$8.03K +83 New
LIWM
1873
Long Island Wealth Management
New York
$8K +$8K +85 New
MFA
1874
McClarren Financial Advisors
Pennsylvania
$8K +$8K +87 New
UWM
1875
USAdvisors Wealth Management
Minnesota
$8K +$8K +10,000 New
73 74
75
76 77