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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 %
FCI
201
Financial Counselors Inc
Kansas
$15.5M -$363K -3,741 -2%
TPSF
202
Texas Permanent School Fund
Texas
$15.4M -$11.5K -119 -0.1%
AWM
203
AE Wealth Management
Kansas
$15.4M +$2.27M +23,650 +17%
CWM
204
CIBC World Markets
New York
$15.4M +$11.3M +116,333 +273%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$15.4M +$2.42M +24,963 +19%
WIC
206
Woodmont Investment Counsel
Tennessee
$15.1M +$128K +1,321 +0.9%
SF
207
Synovus Financial
Georgia
$15.1M -$6.87M -70,761 -31%
YCM
208
Yaupon Capital Management
New York
$14.7M +$14.7M +151,200 New
Royal London Asset Management
209
Royal London Asset Management
United Kingdom
$14.6M -$1.56M -16,099 -10%
CIC
210
Canal Insurance Company
South Carolina
$14.6M – – –
CAMG
211
CWA Asset Management Group
Florida
$14.6M -$656K -6,755 -4%
FRAF
212
Första AP-fonden
Sweden
$14.6M -$864K -8,900 -6%
BCM
213
Brookstone Capital Management
Illinois
$14.4M -$445K -4,588 -3%
GC
214
Gratus Capital
Georgia
$14.2M -$128K -1,316 -0.9%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$13.8M +$2.17M +22,347 +19%
JCM
216
Janney Capital Management
Pennsylvania
$13.8M -$643K -6,627 -4%
LMIM
217
Lockheed Martin Investment Management
Maryland
$13.7M -$1.25M -12,990 -8%
CTA
218
Colonial Trust Advisors
South Carolina
$13.3M -$613K -6,318 -4%
SDIC
219
South Dakota Investment Council
South Dakota
$13.2M -$524K -5,400 -4%
PR
220
Payden & Rygel
California
$13.2M – – –
CNB
221
Czech National Bank
Czech Republic
$13.1M +$27.3K +281 +0.2%
URS
222
Utah Retirement Systems
Utah
$13M +$116K +1,200 +0.9%
BMO
223
Beck Mack & Oliver
New York
$12.7M -$25.3K -261 -0.2%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$12.6M -$594K -6,123 -5%
GCA
225
Guardian Capital Advisors
Ontario, Canada
$12.3M -$114K -1,145 -0.9%
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