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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 %
CIAS
276
Capital Investment Advisory Services
North Carolina
$7.06M +$766K +8,536 +12%
SSWM
277
Smith Salley Wealth Management
North Carolina
$7.05M -$142K -1,579 -2%
AWS
278
Atria Wealth Solutions
New York
$6.98M +$719K +8,012 +11%
GIBU
279
Gulf International Bank (UK)
United Kingdom
$6.98M -$1.97M -21,996 -22%
RJT
280
Raymond James Trust
Florida
$6.98M +$332K +3,698 +5%
PTC
281
Philadelphia Trust Company
Pennsylvania
$6.94M -$25.1K -280 -0.4%
NEAM
282
New England Asset Management
Connecticut
$6.88M – – –
AIM
283
Anchor Investment Management
South Carolina
$6.83M +$490K +5,456 +8%
KeyBank National Association
284
KeyBank National Association
Ohio
$6.83M +$35.7K +398 +0.5%
GFG
285
Greystone Financial Group
Michigan
$6.75M +$150K +1,672 +2%
GT
286
Glenmede Trust
Pennsylvania
$6.75M – – –
TPCW
287
TD Private Client Wealth
New York
$6.67M +$457K +5,087 +7%
GWM
288
Geneos Wealth Management
Colorado
$6.66M +$1.14M +12,729 +21%
BIA
289
Biondo Investment Advisors
Pennsylvania
$6.6M +$174K +1,939 +3%
SC
290
Savant Capital
Illinois
$6.58M +$2.28M +25,375 +53%
WF
291
Welch & Forbes
Massachusetts
$6.57M -$10.6K -118 -0.2%
PAG
292
Private Advisor Group
New Jersey
$6.53M +$413K +4,549 +7%
AM
293
AGF Management
Ontario, Canada
$6.52M +$485K +5,401 +8%
CWM
294
Calamos Wealth Management
Illinois
$6.47M -$147K -1,642 -2%
SCA
295
Snowden Capital Advisors
New York
$6.46M +$190K +2,117 +3%
SFA
296
Sequoia Financial Advisors
Ohio
$6.44M +$1.05M +11,719 +20%
Rafferty Asset Management
297
Rafferty Asset Management
New York
$6.32M +$1.25M +13,945 +25%
BCIM
298
British Columbia Investment Management
British Columbia, Canada
$6.24M +$54K +602 +0.9%
AAS
299
Avantax Advisory Services
Texas
$6.19M +$208K +2,317 +3%
Nordea Investment Management
300
Nordea Investment Management
Sweden
$6.18M -$12K -134 -0.2%
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