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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 %
CI
1876
Cordant Inc
Oregon
$7.47K +$7.47K +77 New
WAS
1877
Winch Advisory Services
Wisconsin
$6.88K +$97 +1 +1%
AI
1878
AXS Investments
New York
$6.79K -$1.75K -18 -20%
CFS
1879
CGC Financial Services
Oregon
$6.41K – – –
AP
1880
Aspect Partners
Virginia
$6.11K +$6.11K +63 New
POIA
1881
Pin Oak Investment Advisors
Texas
$6K – – –
CJ
1882
Caitlin John
Michigan
$5.92K +$5.92K +61 New
GPI
1883
General Partner Inc
Pennsylvania
$4.95K – – –
GFL
1884
Granite FO LLC
New Hampshire
$4.85K – – –
DF
1885
Dunhill Financial
United Kingdom
$4.78K +$4.78K +49 New
AWM
1886
Able Wealth Management
New Jersey
$4.12K +$4.12K +42 New
TVWM
1887
Tower View Wealth Management
Wisconsin
$4K +$4K +37 New
W
1888
WealthCollab
Washington
$3.01K +$3.01K +31 New
TFG
1889
Team Financial Group
California
$2.76K – – –
EAM
1890
Eukles Asset Management
Ohio
$2.72K -$25.2K -260 -90%
YAL
1891
Your Advocates Ltd
Texas
$2.33K – – –
GWM
1892
Guardian Wealth Management
Illinois
$2.06K +$2.06K +21 New
EBA
1893
Eagle Bay Advisors
New York
$1.65K – – –
TCA
1894
Trifecta Capital Advisors
Illinois
$1.26K -$1.36K -14 -52%
VWA
1895
Valued Wealth Advisors
Utah
$707 +$707 +8 New
DWA
1896
Delos Wealth Advisors
Texas
$680 -$12.1K -125 -95%
FRA
1897
Frank Rimerman Advisors
California
$679 +$679 +7 New
DWM
1898
Dogwood Wealth Management
Kansas
$14 – – –
Balyasny Asset Management
1899
Balyasny Asset Management
Illinois
– -$81M -917,575 Closed
ZIG
1900
Zurich Insurance Group
Switzerland
– -$52.7M -597,123 Closed
74 75
76
77 78