DUK icon

Duke Energy
DUK

Overview Fund Activity

1,808 hedge funds and large institutions have $47.2B invested in Duke Energy in 2023 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 794 increasing their positions, 638 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-20
Holders Change %
-1.09%
% of All Funds
28.94%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
138
Increased
794
Reduced
638
Closed
111
Calls
$604M
Puts
$326M
Net Calls
+$278M
Net Calls Change
-$13.2M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$443M
2
Federated Hermes
Federated Hermes
Pennsylvania
$605M
3
GLA
Great Lakes Advisors
Illinois
$98M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$460M
5
ZP
Zimmer Partners
New York
$79.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.32B
2
Capital World Investors
Capital World Investors
California
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$636M
4
State Street
State Street
Massachusetts
$4.11B
5
Barclays
Barclays
United Kingdom
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
226
BCWM LLC
Kansas
$11.5M -$1.64K -17 -0%
National Bank of Canada
227
National Bank of Canada
Quebec, Canada
$11.5M -$3.28M -34,121 -22%
IAA
228
Independent Advisor Alliance
North Carolina
$11.5M -$300K -3,106 -3%
Bank of Nova Scotia
229
Bank of Nova Scotia
Ontario, Canada
$11.3M -$1.85M -19,218 -14%
EAM
230
Eagle Asset Management
Florida
$11.2M +$322K +3,338 +3%
ProShare Advisors
231
ProShare Advisors
Maryland
$11.2M +$1.46M +15,116 +15%
Capital Fund Management (CFM)
232
Capital Fund Management (CFM)
France
$10.9M +$10.9M +112,759 New
WIC
233
Willis Investment Counsel
Georgia
$10.8M – – –
MOACM
234
Mutual of America Capital Management
New York
$10.6M +$16.9K +175 +0.2%
BWL
235
Bogart Wealth LLC
Virginia
$10.5M +$642K +6,655 +6%
NYLIM
236
New York Life Investment Management
New York
$10.5M -$2.65M -27,476 -20%
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
$9.95M +$543K +5,633 +6%
Schroder Investment Management Group
238
Schroder Investment Management Group
United Kingdom
$9.86M -$6.12M -63,458 -38%
GCM
239
Greenland Capital Management
New York
$9.66M +$9.66M +100,139 New
GIBU
240
Gulf International Bank (UK)
United Kingdom
$9.62M -$2.7M -28,000 -22%
AWAG
241
ARS Wealth Advisors Group
Florida
$9.49M +$1.01M +10,452 +12%
LW
242
Linscomb Wealth
Texas
$9.44M -$330K -3,417 -3%
William Blair & Company
243
William Blair & Company
Illinois
$9.44M -$1.1M -11,398 -10%
ECM
244
Element Capital Management
New York
$9.43M +$9.43M +97,792 New
KAS
245
Kestra Advisory Services
Texas
$9.4M -$2.2M -22,829 -19%
DADC
246
D.A. Davidson & Co
Montana
$9.31M +$692K +7,178 +8%
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$9.28M +$120K +1,248 +1%
Royal London Asset Management
248
Royal London Asset Management
United Kingdom
$9.2M +$4.22M +43,756 +85%
PMEF
249
Point72 Middle East FZE
United Arab Emirates
$9.05M +$9.05M +93,768 New
X
250
Xponance
Pennsylvania
$8.85M +$277K +2,869 +3%
8 9
10
11 12