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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
+$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 %
NIC
1976
Northwest Investment Counselors
Oregon
– -$31.8K -360 Closed
EC
1977
Elequin Capital
New York
– -$30.6K -347 Closed
SSG
1978
Summit Securities Group
New York
– -$26K -300 Closed
HWP
1979
Hibernia Wealth Partners
Louisiana
– -$20.8K -236 Closed
ANBT
1980
American National Bank & Trust
Texas
– -$18K -204 Closed
BFP
1981
Briaud Financial Planning
Texas
– -$17K -193 Closed
ACA
1982
Atlas Capital Advisors
Wyoming
– -$15.4K -174 Closed
RTC
1983
Riverview Trust Company
Washington
– -$14.5K -164 Closed
RA
1984
Rise Advisors
New York
– -$11.7K -132 Closed
ICM
1985
Intrepid Capital Management
Florida
– -$10.6K -120 Closed
VAG
1986
VisionPoint Advisory Group
Texas
– -$6.78K -77 Closed
BWS
1987
Buck Wealth Strategies
Colorado
– -$6.28K -71 Closed
SIA
1988
SkyView Investment Advisors
New Jersey
– -$6K -67 Closed
MBFW
1989
Morton Brown Family Wealth
Pennsylvania
– -$5.21K -59 Closed
MIA
1990
Milestone Investment Advisors
Wisconsin
– -$3.71K -42 Closed
HH
1991
HWG Holdings
Texas
– -$1.59K -18 Closed
DF
1992
DecisionPoint Financial
Arizona
– -$1.41K -16 Closed
CAM
1993
ClariVest Asset Management
California
– -$1K -8 Closed
AWA
1994
Authentikos Wealth Advisory
California
– -$265 -3 Closed
76 77 78 79
80