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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 %
CA
376
Commerzbank Aktiengesellschaft
Germany
$4.62M -$2.12M -21,959 -31%
CT
377
Colonial Trust
South Carolina
$4.62M -$60.4K -626 -1%
FFA
378
Founders Financial Alliance
North Carolina
$4.56M -$443K -4,574 -9%
Hudson Bay Capital Management
379
Hudson Bay Capital Management
Connecticut
$4.54M -$12.8M -132,910 -74%
Pacer Advisors
380
Pacer Advisors
Pennsylvania
$4.53M -$8.18M -84,817 -64%
CPIG
381
Chicago Partners Investment Group
Illinois
$4.52M +$178K +1,800 +4%
IMPI
382
Ilmarinen Mutual Pension Insurance
Finland
$4.5M -$3.22M -33,400 -42%
AAM
383
Advisors Asset Management
Colorado
$4.48M +$162K +1,681 +4%
BBVA
384
Banco Bilbao Vizcaya Argentaria
Spain
$4.48M +$1.27M +13,168 +40%
HVIA
385
Hudson Valley Investment Advisors
New York
$4.47M -$957K -9,922 -18%
AIMC
386
Alley Investment Management Company
Illinois
$4.46M +$2.83M +29,299 +173%
KBC Group
387
KBC Group
Belgium
$4.44M +$345K +3,581 +8%
IC
388
IEQ Capital
California
$4.42M +$1.39M +14,395 +46%
CGH
389
Crossmark Global Holdings
Texas
$4.41M -$24.8K -257 -0.6%
AMIM
390
Aull & Monroe Investment Management
Alabama
$4.41M -$76.4K -792 -2%
KFP
391
KMG Fiduciary Partners
Ohio
$4.4M +$269K +2,787 +7%
PAM
392
Panagora Asset Management
Massachusetts
$4.39M -$6.06M -62,838 -58%
TRCT
393
Tower Research Capital (TRC)
New York
$4.37M +$2.68M +27,738 +158%
CA
394
Cetera Advisors
Colorado
$4.34M +$160K +1,656 +4%
BIAS
395
Beacon Investment Advisory Services
New Jersey
$4.33M +$29.3K +304 +0.7%
Holocene Advisors
396
Holocene Advisors
New York
$4.28M +$3M +31,111 +234%
BFA
397
Benedict Financial Advisors
Georgia
$4.26M +$159K +1,645 +4%
BPC
398
Banque Pictet & Cie
Switzerland
$4.23M -$960K -9,956 -18%
TNBTD
399
Trustmark National Bank Trust Department
Mississippi
$4.22M +$3.28M +34,052 +351%
FB
400
Fulton Bank
Pennsylvania
$4.22M -$6.95K -72 -0.2%
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