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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 %
SBWIC
351
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.93M +$366K +4,077 +8%
EGA
352
Eagle Global Advisors
Texas
$4.92M -$243K -2,704 -5%
BFG
353
Beacon Financial Group
Texas
$4.92M -$27.1K -305 -0.5%
PCIA
354
Prime Capital Investment Advisors
Kansas
$4.92M +$1.06M +11,818 +28%
CM
355
Churchill Management
California
$4.88M +$4.88M +54,429 New
BHWA
356
Beacon Harbor Wealth Advisors
Virginia
$4.86M +$185K +2,057 +4%
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$4.86M -$969K -10,797 -17%
PSP
358
Principal Street Partners
Tennessee
$4.85M -$148K -1,654 -3%
HF
359
HRT Financial
New York
$4.84M +$3.12M +34,748 +182%
CC
360
Centiva Capital
New York
$4.79M +$2.56M +28,562 +115%
VPIM
361
Vanguard Personalized Indexing Management
California
$4.72M +$169K +1,886 +4%
MIM
362
Marco Investment Management
Georgia
$4.71M -$15.4K -172 -0.3%
FC
363
FORA Capital
Florida
$4.71M +$4.14M +46,164 +734%
EFIC
364
Eliot Finkel Investment Counsel
California
$4.68M -$352K -3,925 -7%
OIM
365
Opus Investment Management
Massachusetts
$4.67M – – –
FFA
366
Founders Financial Alliance
North Carolina
$4.66M +$440K +4,904 +10%
TCM
367
Tufton Capital Management
Maryland
$4.61M +$154K +1,712 +3%
SG Americas Securities
368
SG Americas Securities
New York
$4.59M +$3.68M +40,985 +402%
PAS
369
Park Avenue Securities
New York
$4.58M +$92.7K +1,033 +2%
Vontobel Holding
370
Vontobel Holding
Switzerland
$4.52M -$37K -412 -0.8%
HCMT
371
Highland Capital Management (Tennessee)
Tennessee
$4.38M -$60.4K -673 -1%
FLI
372
Family Legacy Inc
South Carolina
$4.37M -$2.6K -29 -0.1%
AI
373
Atria Investments
North Carolina
$4.37M -$1.59M -17,758 -27%
PFP
374
Pinnacle Financial Partners
Tennessee
$4.36M -$143K -1,591 -3%
KHCM
375
Kettle Hill Capital Management
New York
$4.36M -$216K -2,406 -5%
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