DUK icon

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 %
SFA
326
Sequoia Financial Advisors
Ohio
$5.8M +$4.54M +47,086 +362%
NCM
327
Novare Capital Management
North Carolina
$5.79M -$81.2K -842 -1%
CCP
328
Clough Capital Partners
Massachusetts
$5.79M – – –
OPERF
329
Oregon Public Employees Retirement Fund
Oregon
$5.76M +$60.9K +631 +1%
Daiwa Securities Group
330
Daiwa Securities Group
Japan
$5.74M +$475K +4,928 +9%
FTC
331
Farmers Trust Company
Ohio
$5.7M -$58.8K -609 -1%
USCWA
332
U.S. Capital Wealth Advisors
Texas
$5.67M -$369K -3,821 -6%
NC
333
NewSquare Capital
Pennsylvania
$5.56M +$424K +4,397 +8%
EGA
334
Eagle Global Advisors
Texas
$5.55M -$16.2K -168 -0.3%
BFG
335
Beacon Financial Group
Texas
$5.52M -$154K -1,552 -3%
SPIA
336
Steward Partners Investment Advisory
New York
$5.47M +$168K +1,745 +3%
TC
337
TwinBeech Capital
New York
$5.46M +$5.46M +56,611 New
Rafferty Asset Management
338
Rafferty Asset Management
New York
$5.45M +$609K +6,314 +13%
HWM
339
HB Wealth Management
Georgia
$5.45M +$254K +2,634 +5%
ECM
340
Estabrook Capital Management
New York
$5.43M -$46.1K -478 -0.8%
MC
341
Moors & Cabot
Massachusetts
$5.42M +$95.7K +992 +2%
EFIC
342
Eliot Finkel Investment Counsel
California
$5.41M -$8.68K -90 -0.2%
CTC
343
Central Trust Company
Missouri
$5.4M -$549K -5,692 -9%
Millennium Management
344
Millennium Management
New York
$5.4M +$5.05M +52,334 +1,426%
PSP
345
Principal Street Partners
Tennessee
$5.38M +$24K +249 +0.4%
SIA
346
Soltis Investment Advisors
Utah
$5.31M +$770K +7,986 +17%
PFA
347
Pathway Financial Advisers
Indiana
$5.25M +$122K +1,266 +2%
CCM
348
Canal Capital Management
Virginia
$5.21M +$4.93M +51,138 +1,793%
CIA
349
Covington Investment Advisors
Pennsylvania
$5.18M +$1.71M +17,750 +49%
GC
350
Guardian Capital
Ontario, Canada
$5.15M -$781K -8,100 -13%
12 13
14
15 16