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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 %
Financial Engines Advisors
1951
Financial Engines Advisors
California
– -$267K -3,027 Closed
PL
1952
Perpetual Ltd
Australia
– -$263K -2,976 Closed
NDSI
1953
Newman Dignan & Sheerar Inc
Rhode Island
– -$259K -2,931 Closed
CAM
1954
CenterStar Asset Management
Illinois
– -$253K -2,864 Closed
BAAM
1955
Baker Avenue Asset Management
California
– -$238K -2,695 Closed
SMH
1956
Sanders Morris Harris
Texas
– -$234K -2,650 Closed
LAS
1957
Lloyd Advisory Services
Georgia
– -$228K -2,578 Closed
SEM
1958
Strategic Equity Management
Arizona
– -$226K -2,557 Closed
SQA
1959
Simon Quick Advisors
New Jersey
– -$222K -2,516 Closed
RWA
1960
Redhawk Wealth Advisors
Minnesota
– -$222K -2,512 Closed
SCI
1961
S&CO Inc
Massachusetts
– -$215K -2,438 Closed
RFN
1962
RDA Financial Network
Iowa
– -$214K -2,423 Closed
GAM
1963
Griffin Asset Management
New York
– -$212K -2,403 Closed
AL
1964
ADE LLC
Maryland
– -$211K -2,396 Closed
SRC
1965
Sage Rhino Capital
California
– -$211K -2,392 Closed
IP
1966
Ignite Planners
California
– -$204K -2,382 Closed
GA
1967
Greytown Advisors
Florida
– -$208K -2,354 Closed
WE
1968
Wealth Effects
Massachusetts
– -$204K -2,315 Closed
WWP
1969
WR Wealth Planners
Missouri
– -$156K -1,771 Closed
RCA
1970
Reitz Capital Advisors
Michigan
– -$112K -1,265 Closed
CCP
1971
Carmel Capital Partners
California
– -$84.9K -962 Closed
RCG
1972
Rock Creek Group
District of Columbia
– -$55.7K -631 Closed
Legacy Financial Group (Iowa)
1973
Legacy Financial Group (Iowa)
Iowa
– -$44.7K -507 Closed
RF
1974
Robbins Farley
New Hampshire
– -$39.7K -450 Closed
TCM
1975
TD Capital Management
Tennessee
– -$36K -408 Closed
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