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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 %
SOADOR
251
State of Alaska Department of Revenue
Alaska
$8.57M -$2.74M -30,487 -24%
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$8.54M -$94K -1,048 -1%
DRP
253
Decade Renewable Partners
Texas
$8.52M +$8.52M +94,900 New
NA
254
NewEdge Advisors
Louisiana
$8.49M +$382K +4,258 +5%
LW
255
Linscomb Wealth
Texas
$8.47M -$310K -3,453 -4%
X
256
Xponance
Pennsylvania
$8.22M -$12.7K -142 -0.2%
CNB
257
Czech National Bank
Czech Republic
$8.19M +$46.6K +519 +0.6%
CWM
258
CIBC World Markets
New York
$8.11M +$4.61M +51,385 +132%
LWANC
259
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.09M +$114K +1,267 +1%
Wealthfront Advisers
260
Wealthfront Advisers
California
$7.82M +$1.91M +21,302 +32%
RBC
261
Romano Brothers & Co
Illinois
$7.81M +$211K +2,348 +3%
SC
262
SouthState Corp
Florida
$7.76M -$318K -3,546 -4%
FCBT
263
First Citizens Bank & Trust
North Carolina
$7.7M +$842K +9,380 +12%
BB
264
Bell Bank
North Dakota
$7.69M -$359K -3,997 -4%
ZB
265
Zions Bancorporation
Utah
$7.67M +$726K +8,092 +10%
PP
266
Patten & Patten
Tennessee
$7.63M +$286K +3,187 +4%
MDCM
267
Morgan Dempsey Capital Management
Wisconsin
$7.63M -$478K -5,325 -6%
Jones Financial Companies
268
Jones Financial Companies
Missouri
$7.61M -$47.8K -533 -0.6%
IMPI
269
Ilmarinen Mutual Pension Insurance
Finland
$7.55M +$3.37M +37,500 +80%
NAM
270
Nissay Asset Management
Japan
$7.52M -$104K -1,155 -1%
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$7.4M +$196K +2,182 +3%
BRWA
272
B. Riley Wealth Advisors
Florida
$7.4M +$7.09K +79 +0.1%
PP
273
Prudential plc
United Kingdom
$7.36M +$204K +2,277 +3%
DIA
274
Dean Investment Associates
Ohio
$7.31M +$188K +2,091 +3%
CG
275
Colony Group
Massachusetts
$7.14M +$243K +2,711 +4%
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