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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 %
FPB
301
First PREMIER Bank
South Dakota
$6.15M +$15.2K +169 +0.2%
Bank of Nova Scotia
302
Bank of Nova Scotia
Ontario, Canada
$6.12M -$4.43M -49,323 -42%
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$6.12M -$304K -3,385 -5%
WA
304
Wasatch Advisors
Utah
$6.11M +$184K +2,050 +3%
FNBT
305
FineMark National Bank & Trust
Florida
$6.09M -$224K -2,499 -4%
IF
306
Insight Folios
North Carolina
$6.09M +$380K +4,239 +7%
SA
307
Strategic Advisors
New York
$6.05M -$80.1K -893 -1%
SWP
308
Strategic Wealth Partners
Ohio
$6.03M +$361K +4,020 +6%
GCM
309
Greenland Capital Management
New York
$6M -$2.98M -33,225 -33%
ASN
310
Advisory Services Network
Georgia
$6M -$129K -1,438 -2%
CSS
311
Cubist Systematic Strategies
Connecticut
$5.97M -$6M -66,882 -50%
CCC
312
Cincinnati Casualty Company
Ohio
$5.95M – – –
WB
313
WesBanco Bank
West Virginia
$5.92M -$265K -2,957 -4%
FFIC
314
First Fiduciary Investment Counsel
Ohio
$5.8M +$108K +1,207 +2%
SIA
315
Soltis Investment Advisors
Utah
$5.8M +$856K +9,537 +17%
AG
316
Advocate Group
Minnesota
$5.79M -$103K -1,150 -2%
Robeco Institutional Asset Management
317
Robeco Institutional Asset Management
Netherlands
$5.74M +$1.42M +15,796 +33%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
318
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.71M +$5.71M +63,680 New
N
319
Natixis
France
$5.71M +$4.24M +47,202 +287%
TF
320
Tompkins Financial
New York
$5.7M -$320K -3,569 -5%
CNB
321
Camden National Bank
Maine
$5.68M +$38.2K +426 +0.7%
BA
322
BCM Advisors
Louisiana
$5.68M – – –
TC
323
TownSquare Capital
Utah
$5.67M +$2.01M +22,348 +55%
Fayez Sarofim & Co
324
Fayez Sarofim & Co
Texas
$5.67M +$208K +2,314 +4%
SAM
325
Securian Asset Management
Minnesota
$5.63M -$77.2K -860 -1%
11 12
13
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