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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 %
MIM
351
Marco Investment Management
Georgia
$5.08M +$14.5K +150 +0.3%
BHWA
352
Beacon Harbor Wealth Advisors
Virginia
$5.03M +$5.03M +52,142 New
OIM
353
Opus Investment Management
Massachusetts
$5.02M – – –
IIM
354
INTECH Investment Management
Florida
$5.01M +$251K +2,607 +5%
RFC
355
Regions Financial Corp
Alabama
$5.01M -$41.2K -427 -0.8%
KHCM
356
Kettle Hill Capital Management
New York
$4.92M +$4.92M +50,965 New
OHIS
357
Oak Harvest Investment Services
Texas
$4.92M +$4.92M +50,965 New
SBWIC
358
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.91M +$119K +1,238 +2%
VPIM
359
Vanguard Personalized Indexing Management
California
$4.9M +$1.56M +16,161 +47%
Vontobel Holding
360
Vontobel Holding
Switzerland
$4.89M -$666K -6,903 -12%
PFP
361
Pinnacle Financial Partners
Tennessee
$4.84M -$129K -1,339 -3%
LSERS
362
Louisiana State Employees Retirement System
Louisiana
$4.83M +$28.9K +300 +0.6%
PAS
363
Park Avenue Securities
New York
$4.82M +$11.3K +117 +0.2%
PGFC
364
Peapack-Gladstone Financial Corp
New Jersey
$4.8M +$74.4K +762 +2%
TCM
365
Tufton Capital Management
Maryland
$4.79M +$2.12K +22 +0%
HCMT
366
Highland Capital Management (Tennessee)
Tennessee
$4.77M -$23.8K -247 -0.5%
CCM
367
Coldstream Capital Management
Washington
$4.74M +$12.5K +130 +0.3%
Man Group
368
Man Group
United Kingdom
$4.73M -$3.84M -37,239 Closed
Nisa Investment Advisors
369
Nisa Investment Advisors
Missouri
$4.73M -$66.4K -688 -1%
LIM
370
Leavell Investment Management
Alabama
$4.73M +$23.4K +243 +0.5%
SPC
371
Sigma Planning Corp
Michigan
$4.71M -$60.1K -623 -1%
FLI
372
Family Legacy Inc
South Carolina
$4.7M +$107K +1,108 +2%
Robeco Institutional Asset Management
373
Robeco Institutional Asset Management
Netherlands
$4.65M -$5.07M -52,517 -52%
VFM
374
Viking Fund Management
North Dakota
$4.63M – – –
SC
375
Savant Capital
Illinois
$4.62M +$3.17M +32,864 +218%
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