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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
+$152M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$131M
3
GLA
Great Lakes Advisors
Illinois
+$98M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$93.6M
5
ZP
Zimmer Partners
New York
+$79.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$399M
2
Capital World Investors
Capital World Investors
California
-$394M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
State Street
State Street
Massachusetts
-$130M
5
Barclays
Barclays
United Kingdom
-$48.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
301
Beacon Pointe Advisors
California
$6.45M +$1.72M +17,860 +36%
AAS
302
Avantax Advisory Services
Texas
$6.43M +$881K +9,136 +16%
AI
303
Atria Investments
North Carolina
$6.41M +$172K +1,785 +3%
CCC
304
Cincinnati Casualty Company
Ohio
$6.4M – – –
WA
305
Wasatch Advisors
Utah
$6.37M +$926K +9,600 +17%
Wealthfront Advisers
306
Wealthfront Advisers
California
$6.35M -$1.79M -18,575 -22%
AG
307
Advocate Group
Minnesota
$6.34M -$913K -9,468 -13%
HIMCH
308
Hartford Investment Management Co (HIMCO)
Connecticut
$6.27M +$876K +9,084 +16%
IF
309
Insight Folios
North Carolina
$6.14M +$256K +2,652 +4%
SAM
310
Securian Asset Management
Minnesota
$6.14M +$39.3K +407 +0.6%
AF
311
Alerus Financial
North Dakota
$6.13M +$216K +2,240 +4%
FFIC
312
First Fiduciary Investment Counsel
Ohio
$6.12M -$65.8K -682 -1%
IIM
313
Intact Investment Management
Quebec, Canada
$6.11M – – –
SWP
314
Strategic Wealth Partners
Ohio
$6.09M +$1.19M +12,293 +24%
Brown Advisory
315
Brown Advisory
Maryland
$6.08M -$187K -1,942 -3%
CNB
316
Camden National Bank
Maine
$6.07M +$84.7K +878 +1%
IG
317
ING Group
Netherlands
$6.05M -$8.57M -88,785 -59%
CIA
318
Capital Investment Advisors
Georgia
$6.03M -$131K -1,362 -2%
BA
319
BCM Advisors
Louisiana
$6.03M – – –
GWM
320
Geneos Wealth Management
Colorado
$5.93M +$4.15M +43,031 +233%
WCM
321
Windward Capital Management
California
$5.9M +$1.92M +19,861 +48%
MSRPS
322
Maryland State Retirement & Pension System
Maryland
$5.88M +$34.7K +360 +0.6%
KRS
323
Kentucky Retirement Systems
Kentucky
$5.87M +$33.4K +346 +0.6%
Fayez Sarofim & Co
324
Fayez Sarofim & Co
Texas
$5.87M +$278K +2,883 +5%
Capstone Investment Advisors
325
Capstone Investment Advisors
New York
$5.86M +$5.86M +60,796 New
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