DUK icon

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 %
PMG
326
ProVise Management Group
Florida
$5.58M -$461K -5,134 -8%
OHIS
327
Oak Harvest Investment Services
Texas
$5.58M +$1M +11,194 +22%
KRS
328
Kentucky Retirement Systems
Kentucky
$5.56M +$96.9K +1,080 +2%
NC
329
NewSquare Capital
Pennsylvania
$5.54M +$369K +4,115 +7%
NCM
330
Novare Capital Management
North Carolina
$5.53M +$143K +1,590 +3%
WCM
331
Windward Capital Management
California
$5.48M – – –
APF
332
Alaska Permanent Fund
Alaska
$5.47M +$5.47M +60,937 New
Daiwa Securities Group
333
Daiwa Securities Group
Japan
$5.44M +$101K +1,126 +2%
HWM
334
HB Wealth Management
Georgia
$5.4M +$325K +3,626 +6%
OPERF
335
Oregon Public Employees Retirement Fund
Oregon
$5.39M +$26.9K +300 +0.5%
Brown Advisory
336
Brown Advisory
Maryland
$5.39M -$270K -3,009 -5%
CIA
337
Capital Investment Advisors
Georgia
$5.37M -$239K -2,666 -4%
FTC
338
Farmers Trust Company
Ohio
$5.36M +$57.3K +639 +1%
MSRPS
339
Maryland State Retirement & Pension System
Maryland
$5.28M -$186K -2,071 -3%
USCWA
340
U.S. Capital Wealth Advisors
Texas
$5.26M -$11K -123 -0.2%
CCM
341
Canal Capital Management
Virginia
$5.26M +$411K +4,582 +8%
BPA
342
Beacon Pointe Advisors
California
$5.24M -$757K -8,435 -13%
MC
343
Moors & Cabot
Massachusetts
$5.17M +$124K +1,378 +2%
BBVA
344
Banco Bilbao Vizcaya Argentaria
Spain
$5.15M +$1.02M +11,426 +25%
KFP
345
KMG Fiduciary Partners
Ohio
$5.08M +$987K +10,999 +24%
SPIA
346
Steward Partners Investment Advisory
New York
$5.07M -$22.1K -246 -0.4%
ECM
347
Estabrook Capital Management
New York
$5.04M -$19K -212 -0.4%
CA
348
Commerzbank Aktiengesellschaft
Germany
$5.02M +$724K +8,071 +17%
CIA
349
Covington Investment Advisors
Pennsylvania
$5.02M +$205K +2,285 +4%
CTC
350
Central Trust Company
Missouri
$4.99M -$32.1K -358 -0.6%
12 13
14
15 16