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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 %
CA
401
Cornerstone Advisors
North Carolina
$4.01M +$3.81M +42,500 +1,932%
BIAS
402
Beacon Investment Advisory Services
New Jersey
$3.98M -$56.1K -625 -1%
HPG
403
Harvest Portfolios Group
Ontario, Canada
$3.97M +$385K +4,289 +11%
SSWG
404
Seven Springs Wealth Group
Tennessee
$3.96M +$1.6M +17,788 +67%
IC
405
IEQ Capital
California
$3.93M -$179K -2,000 -4%
IIM
406
Intact Investment Management
Quebec, Canada
$3.89M -$1.79M -20,000 -32%
Verition Fund Management
407
Verition Fund Management
Connecticut
$3.88M -$12.7M -141,632 -77%
SCM
408
Schnieders Capital Management
California
$3.85M +$3.95K +44 +0.1%
PMIA
409
Patrick Mauro Investment Advisor
Illinois
$3.81M +$1.45M +16,170 +62%
TF
410
TIAA FSB
Florida
$3.79M -$7.26M -80,881 -66%
WCM
411
Whitener Capital Management
North Carolina
$3.79M +$59.3K +661 +2%
SCP
412
Stamos Capital Partners
California
$3.77M +$930K +10,360 +33%
FNBOO
413
First National Bank of Omaha
Nebraska
$3.76M -$55.5K -619 -1%
WAM
414
Wolverine Asset Management
Illinois
$3.74M -$2.94M -32,806 -44%
SIC
415
Salem Investment Counselors
North Carolina
$3.74M -$8.44K -94 -0.2%
FHA
416
First Horizon Advisors
Tennessee
$3.72M +$83.1K +926 +2%
SYBT
417
Stock Yards Bank & Trust
Kentucky
$3.72M +$353K +3,931 +10%
Nisa Investment Advisors
418
Nisa Investment Advisors
Missouri
$3.68M -$720K -8,025 -16%
GWMIA
419
Global Wealth Management Investment Advisory
Florida
$3.66M +$90.9K +1,013 +3%
HIC
420
Holderness Investments Company
North Carolina
$3.66M -$8.88K -99 -0.2%
JIC
421
Johnson Investment Counsel
Ohio
$3.62M +$207K +2,312 +6%
LFAS
422
Level Four Advisory Services
Texas
$3.61M +$28.3K +315 +0.8%
MGP
423
Metis Global Partners
California
$3.6M +$1.44M +16,032 +67%
VAS
424
Vestmark Advisory Solutions
Massachusetts
$3.59M -$101K -1,122 -3%
UFG
425
United Fire Group
Iowa
$3.59M – – –
15 16
17
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