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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
27.8%
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
$2.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B
3
Macquarie Group
Macquarie Group
Australia
$422M
4
Barclays
Barclays
United Kingdom
$292M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$306M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
CCM
Cullen Capital Management
New York
$184M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.81B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
176
Teacher Retirement System of Texas
Texas
$19.2M +$3.71M +38,245 +24%
AIG
177
American International Group
New York
$19M -$162K -1,670 -0.8%
HNB
178
Huntington National Bank
Ohio
$19M -$368K -3,793 -2%
BF
179
BOK Financial
Oklahoma
$18.7M -$1.91M -19,687 -9%
Calamos Advisors
180
Calamos Advisors
Illinois
$18.7M -$451K -4,652 -2%
GGI
181
Godsey & Gibb Inc
Virginia
$18.6M -$38K -392 -0.2%
DILIC
182
Dai-ichi Life Insurance Company
Japan
$18.6M +$1.54M +15,842 +9%
VanEck Associates
183
VanEck Associates
New York
$18.3M -$1.05M -10,856 -5%
MIM
184
MetLife Investment Management
New Jersey
$18.2M -$343K -3,535 -2%
AB
185
Amalgamated Bank
New York
$18.1M -$871K -8,975 -5%
OAM
186
Oppenheimer Asset Management
New York
$17.4M +$1.06M +10,955 +6%
DekaBank Deutsche Girozentrale
187
DekaBank Deutsche Girozentrale
Germany
$17.4M +$1.22M +12,594 +8%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$17.3M +$919K +9,473 +6%
DADC
189
D.A. Davidson & Co
Montana
$17.3M +$2.05M +21,130 +13%
CDH
190
Charles D. Hyman
$16.8M -$377K -3,887 -2%
Bank of Nova Scotia
191
Bank of Nova Scotia
Ontario, Canada
$16.6M +$7.97M +82,163 +92%
NAM
192
NorthCrest Asset Manangement
Minnesota
$16.6M +$43.3K +446 +0.3%
Retirement Systems of Alabama
193
Retirement Systems of Alabama
Alabama
$16.5M -$428K -4,408 -3%
BNP Paribas Asset Management
194
BNP Paribas Asset Management
France
$16.3M +$5.82M +59,954 +55%
BCI
195
Brinker Capital Investments
Pennsylvania
$16M +$701K +7,053 +5%
OPS
196
Orion Portfolio Solutions
Nebraska
$16M +$701K +7,053 +5%
TAM
197
Tocqueville Asset Management
New York
$15.7M – – –
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
$15.7M +$108K +1,113 +0.7%
SI
199
Stephens Inc
Arkansas
$15.6M +$1.37M +14,155 +10%
CIBC World Market
200
CIBC World Market
Ontario, Canada
$15.5M +$12M +123,717 +344%
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