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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 %
T
1926
TCWP
Ohio
– -$969K -10,976 Closed
AC
1927
AXQ Capital
New Jersey
– -$918K -10,400 Closed
MWM
1928
Maltin Wealth Management
New Jersey
– -$820K -9,290 Closed
AGAM
1929
Audent Global Asset Management
California
– -$795K -9,010 Closed
PEA
1930
Park Edge Advisors
Ohio
– -$790K -8,949 Closed
TC
1931
Toews Corporation
New Jersey
– -$750K -8,500 Closed
MAM
1932
Madison Asset Management
Wisconsin
– -$684K -7,754 Closed
MS
1933
Maven Securities
Jersey
– -$672K -7,609 Closed
LCM
1934
Landscape Capital Management
New Jersey
– -$651K -7,377 Closed
RAG
1935
RIA Advisory Group
Iowa
– -$564K -6,391 Closed
SC
1936
Scotia Capital
Ontario, Canada
– -$502K -5,681 Closed
JFG
1937
Jefferies Financial Group
New York
– -$498K -5,645 Closed
GWP
1938
Gateway Wealth Partners
Wisconsin
– -$490K -5,554 Closed
AFT
1939
Alpha Family Trust
California
– -$485K -5,500 Closed
CWM
1940
C2C Wealth Management
Arizona
– -$450K -5,295 Closed
FRM
1941
Fox Run Management
Connecticut
– -$412K -4,668 Closed
CCS
1942
Concentric Capital Strategies
Connecticut
– -$407K -4,607 Closed
BS
1943
Bessemer Securities
New York
– -$397K -4,500 Closed
ALAM
1944
Asahi Life Asset Management
Japan
– -$397K -4,500 Closed
LWM
1945
Laidlaw Wealth Management
New York
– -$396K -4,492 Closed
PP
1946
Paloma Partners
Connecticut
– -$375K -4,252 Closed
MA
1947
MJP Associates
Connecticut
– -$346K -3,922 Closed
MC
1948
Maverick Capital
Texas
– -$336K -3,806 Closed
DTL
1949
Dynamic Technology Lab
Singapore
– -$318K -3,604 Closed
DGAM
1950
Desjardins Global Asset Management
Quebec, Canada
– -$283K -3,202 Closed
76 77
78
79 80