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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 %
VFM
376
Viking Fund Management
North Dakota
$4.32M +$13.5K +150 +0.3%
CCP
377
Clough Capital Partners
Massachusetts
$4.31M -$1.08M -12,000 -20%
CCM
378
Coldstream Capital Management
Washington
$4.3M -$103K -1,149 -2%
CT
379
Colonial Trust
South Carolina
$4.3M +$9.69K +108 +0.2%
CPIG
380
Chicago Partners Investment Group
Illinois
$4.3M +$68.9K +745 +2%
AIMC
381
Alley Investment Management Company
Illinois
$4.28M +$135K +1,505 +3%
LSERS
382
Louisiana State Employees Retirement System
Louisiana
$4.28M -$215K -2,400 -5%
LIM
383
Leavell Investment Management
Alabama
$4.26M -$134K -1,493 -3%
CGH
384
Crossmark Global Holdings
Texas
$4.26M -$8.96K -96 -0.2%
Pacer Advisors
385
Pacer Advisors
Pennsylvania
$4.25M +$31.1K +346 +0.7%
SPC
386
Sigma Planning Corp
Michigan
$4.24M -$141K -1,567 -3%
KPWS
387
Kestra Private Wealth Services
Texas
$4.22M +$908K +10,114 +27%
MCC
388
Money Concepts Capital
Florida
$4.2M -$20.3M -225,951 -83%
PGFC
389
Peapack-Gladstone Financial Corp
New Jersey
$4.18M -$228K -2,541 -5%
CA
390
Cetera Advisors
Colorado
$4.18M +$138K +1,540 +3%
PFS
391
Prospera Financial Services
Texas
$4.17M +$640K +7,129 +18%
SWP
392
Stratos Wealth Partners
Ohio
$4.14M +$383K +4,270 +10%
KBC Group
393
KBC Group
Belgium
$4.13M – – –
AMIM
394
Aull & Monroe Investment Management
Alabama
$4.09M -$8.97K -100 -0.2%
PAM
395
Panagora Asset Management
Massachusetts
$4.08M – – –
RFC
396
Regions Financial Corp
Alabama
$4.06M -$599K -6,679 -13%
AAM
397
Advisors Asset Management
Colorado
$4.06M -$114K -1,266 -3%
FB
398
Fulton Bank
Pennsylvania
$4.04M +$114K +1,271 +3%
BFA
399
Benedict Financial Advisors
Georgia
$4.02M +$63.4K +707 +2%
ATC
400
Argent Trust Co
Tennessee
$4.02M +$218K +2,434 +6%
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