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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 %
Tudor Investment Corp
276
Tudor Investment Corp
Connecticut
$7.28M +$7.28M +75,466 New
WAM
277
Wolverine Asset Management
Illinois
$7.19M +$4.6M +47,681 +178%
RJT
278
Raymond James Trust
Florida
$7.14M +$592K +6,136 +9%
CWM
279
Calamos Wealth Management
Illinois
$7.12M +$2.23M +23,155 +46%
GFG
280
Greystone Financial Group
Michigan
$7.1M +$239K +2,480 +3%
WF
281
Welch & Forbes
Massachusetts
$7.07M -$94.9K -984 -1%
BIA
282
Biondo Investment Advisors
Pennsylvania
$6.91M +$103K +1,072 +2%
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$6.9M +$69.2K +717 +1%
AIM
284
Anchor Investment Management
South Carolina
$6.82M +$72.2K +748 +1%
FNBT
285
FineMark National Bank & Trust
Florida
$6.79M -$2.76M -28,657 -29%
CIAS
286
Capital Investment Advisory Services
North Carolina
$6.77M +$114K +1,181 +2%
GT
287
Glenmede Trust
Pennsylvania
$6.75M -$259K -2,684 -4%
SCA
288
Snowden Capital Advisors
New York
$6.75M +$167K +1,726 +3%
AWS
289
Atria Wealth Solutions
New York
$6.74M +$178K +1,850 +3%
Nordea Investment Management
290
Nordea Investment Management
Sweden
$6.7M +$789K +8,164 +13%
TPCW
291
TD Private Client Wealth
New York
$6.68M -$656K -6,793 -9%
WB
292
WesBanco Bank
West Virginia
$6.65M -$82.8K -858 -1%
BCIM
293
British Columbia Investment Management
British Columbia, Canada
$6.65M +$55.2K +572 +0.8%
FPB
294
First PREMIER Bank
South Dakota
$6.6M -$33.6K -348 -0.5%
SA
295
Strategic Advisors
New York
$6.59M +$579 +6 +0%
ASN
296
Advisory Services Network
Georgia
$6.58M +$434K +4,495 +7%
PMG
297
ProVise Management Group
Florida
$6.5M +$534K +5,539 +9%
PAG
298
Private Advisor Group
New Jersey
$6.49M -$217K -2,245 -3%
AM
299
AGF Management
Ontario, Canada
$6.49M +$195K +2,017 +3%
TF
300
Tompkins Financial
New York
$6.47M +$174K +1,802 +3%
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