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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 %
CNB
251
Czech National Bank
Czech Republic
$8.75M +$53.5K +555 +0.6%
NA
252
NewEdge Advisors
Louisiana
$8.73M +$776K +8,035 +10%
MDCM
253
Morgan Dempsey Capital Management
Wisconsin
$8.72M +$230K +2,384 +3%
BNP Paribas Asset Management
254
BNP Paribas Asset Management
France
$8.71M -$10.1M -104,291 -54%
SC
255
SouthState Corp
Florida
$8.68M -$312K -3,232 -3%
BB
256
Bell Bank
North Dakota
$8.65M +$775K +8,036 +10%
LWANC
257
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.57M +$380K +3,944 +5%
Jones Financial Companies
258
Jones Financial Companies
Missouri
$8.23M -$80K -829 -1%
NAM
259
Nissay Asset Management
Japan
$8.19M -$304K -3,151 -4%
RBC
260
Romano Brothers & Co
Illinois
$8.15M -$158K -1,641 -2%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$7.98M -$848K -8,793 -10%
BRWA
262
B. Riley Wealth Advisors
Florida
$7.94M +$1.28M +13,272 +19%
PP
263
Patten & Patten
Tennessee
$7.89M -$45.3K -470 -0.6%
SDIC
264
South Dakota Investment Council
South Dakota
$7.85M – – –
SMDAM
265
Sumitomo Mitsui DS Asset Management
Japan
$7.75M +$1.42M +14,686 +22%
SSWM
266
Smith Salley Wealth Management
North Carolina
$7.73M +$120K +1,244 +2%
PP
267
Prudential plc
United Kingdom
$7.69M -$648K -6,719 -8%
DIA
268
Dean Investment Associates
Ohio
$7.66M +$1.17M +12,153 +18%
OC
269
Oppenheimer & Co
New York
$7.53M +$344K +3,568 +5%
PTC
270
Philadelphia Trust Company
Pennsylvania
$7.49M +$166K +1,718 +2%
ZB
271
Zions Bancorporation
Utah
$7.47M +$1.3M +13,522 +21%
CG
272
Colony Group
Massachusetts
$7.42M -$99.6K -1,033 -1%
NEAM
273
New England Asset Management
Connecticut
$7.39M +$983K +10,190 +15%
FCBT
274
First Citizens Bank & Trust
North Carolina
$7.37M +$836K +8,668 +13%
KeyBank National Association
275
KeyBank National Association
Ohio
$7.3M -$253K -2,618 -3%
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