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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 %
PCIA
401
Prime Capital Investment Advisors
Kansas
$4.14M -$35.4K -367 -0.8%
SCM
402
Schnieders Capital Management
California
$4.13M -$97K -1,005 -2%
FNBOO
403
First National Bank of Omaha
Nebraska
$4.1M -$6.95K -72 -0.2%
ATC
404
Argent Trust Co
Tennessee
$4.09M +$911K +9,443 +29%
SWP
405
Stratos Wealth Partners
Ohio
$4.04M -$119K -1,229 -3%
SIC
406
Salem Investment Counselors
North Carolina
$4.02M +$821K +8,511 +26%
WCM
407
Whitener Capital Management
North Carolina
$4.01M +$110K +1,141 +3%
VAS
408
Vestmark Advisory Solutions
Massachusetts
$3.97M +$469K +4,862 +13%
CIBC World Market
409
CIBC World Market
Ontario, Canada
$3.97M +$42.4K +439 +1%
NB
410
Norinchukin Bank
Japan
$3.96M +$146K +1,511 +4%
PPL
411
PATRIZIA Pty Ltd
Australia
$3.95M – – –
TC
412
TownSquare Capital
Utah
$3.94M +$449K +4,654 +13%
HIC
413
Holderness Investments Company
North Carolina
$3.94M -$67.1K -696 -2%
FHA
414
First Horizon Advisors
Tennessee
$3.91M +$299K +3,097 +8%
ECG
415
Edge Capital Group
Georgia
$3.9M +$3.38M +35,000 +645%
ACM
416
Argyle Capital Management
Pennsylvania
$3.89M +$106K +1,100 +3%
UFG
417
United Fire Group
Iowa
$3.86M – – –
HPG
418
Harvest Portfolios Group
Ontario, Canada
$3.85M +$278K +2,883 +8%
LFAS
419
Level Four Advisory Services
Texas
$3.85M -$2.54M -26,346 -40%
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$3.85M +$53.3K +552 +1%
CCG
421
Cypress Capital Group
Florida
$3.85M -$270K -2,797 -7%
MOS
422
MGO One Seven
Ohio
$3.84M +$1.19M +12,324 +45%
GWMIA
423
Global Wealth Management Investment Advisory
Florida
$3.84M +$250K +2,590 +7%
BCM
424
Birmingham Capital Management
Alabama
$3.8M +$9.65K +100 +0.3%
PFS
425
Prospera Financial Services
Texas
$3.8M +$157K +1,628 +4%
15 16
17
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