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Duke Energy
DUK

Overview Fund Activity

1,797 hedge funds and large institutions have $44.1B invested in Duke Energy in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 774 increasing their positions, 670 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,797
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
28.34%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
107
Increased
774
Reduced
670
Closed
101
Calls
$360M
Puts
$236M
Net Calls
+$124M
Net Calls Change
-$154M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$129M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$102M
3
Two Sigma Investments
Two Sigma Investments
New York
+$76.6M
4
American Century Companies
American Century Companies
Missouri
+$72.9M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$68M

Top Sellers

1
BlackRock
BlackRock
New York
-$190M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$184M
3
Bank of America
Bank of America
North Carolina
-$71.5M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$68.8M
5
APG Asset Management
APG Asset Management
Netherlands
-$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHC
226
Meyer Handelman Company
New York
$10.9M -$74.8K -833 -0.7%
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$10.8M -$319K -3,559 -3%
BL
228
BCWM LLC
Kansas
$10.8M +$133K +1,479 +1%
State of Tennessee, Department of Treasury
229
State of Tennessee, Department of Treasury
Tennessee
$10.8M – – –
HAI
230
Hennessy Advisors Inc
California
$10.7M -$242K -2,700 -2%
IAA
231
Independent Advisor Alliance
North Carolina
$10.7M +$5.74K +64 +0.1%
ProShare Advisors
232
ProShare Advisors
Maryland
$10.6M +$224K +2,491 +2%
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$10.5M +$1.26M +14,063 +14%
CF
234
Clarity Financial
Texas
$10.5M +$9.81M +109,349 +1,414%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$10.4M +$3.01M +33,558 +41%
EAM
236
Eagle Asset Management
Florida
$10.3M -$84K -936 -0.8%
WIC
237
Willis Investment Counsel
Georgia
$10M – – –
MOACM
238
Mutual of America Capital Management
New York
$9.95M +$59.6K +664 +0.6%
BWL
239
Bogart Wealth LLC
Virginia
$9.92M +$109K +1,211 +1%
NYLIM
240
New York Life Investment Management
New York
$9.81M +$15.4K +172 +0.2%
Schroder Investment Management Group
241
Schroder Investment Management Group
United Kingdom
$9.32M +$140K +1,555 +2%
BNP Paribas Asset Management
242
BNP Paribas Asset Management
France
$9.27M +$1.17M +13,075 +14%
ECM
243
Element Capital Management
New York
$9.26M +$481K +5,364 +5%
Capstone Investment Advisors
244
Capstone Investment Advisors
New York
$9.19M +$3.73M +41,606 +68%
KAS
245
Kestra Advisory Services
Texas
$9.02M +$275K +3,059 +3%
AWAG
246
ARS Wealth Advisors Group
Florida
$8.94M +$117K +1,303 +1%
Holocene Advisors
247
Holocene Advisors
New York
$8.82M +$4.84M +53,897 +121%
BBL
248
Beck Bode LLC
Massachusetts
$8.79M +$8.79M +98,007 New
William Blair & Company
249
William Blair & Company
Illinois
$8.73M -$50.9K -567 -0.6%
OC
250
Oppenheimer & Co
New York
$8.61M +$1.61M +17,935 +23%
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