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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 %
SFI
426
Siemens Fonds Invest
Germany
$3.79M -$8.78K -91 -0.2%
SIG
427
Sky Investment Group
Connecticut
$3.76M +$189K +1,963 +5%
CWM
428
CIBC World Markets
New York
$3.76M -$14.4M -149,227 -79%
BRM
429
Boston Research & Management
Massachusetts
$3.72M +$57.9K +600 +2%
MCM
430
Mill Capital Management
North Carolina
$3.7M -$12.8K -133 -0.3%
FA
431
FDx Advisors
Illinois
$3.68M – – –
JIC
432
Johnson Investment Counsel
Ohio
$3.67M +$26K +270 +0.7%
CAM
433
Close Asset Management
United Kingdom
$3.66M -$12.1K -125 -0.3%
RIL
434
Rothschild Investment LLC
Illinois
$3.62M -$70K -726 -2%
SYBT
435
Stock Yards Bank & Trust
Kentucky
$3.62M +$45.6K +473 +1%
SS
436
Simplicity Solutions
Minnesota
$3.6M +$2.58M +26,758 +254%
RFM
437
Royal Fund Management
Florida
$3.56M +$62.1K +644 +2%
KPWS
438
Kestra Private Wealth Services
Texas
$3.56M +$73.5K +762 +2%
JFL
439
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.54M -$193K -2,000 -5%
AUB
440
Atlantic Union Bankshares
Virginia
$3.54M -$76.6K -794 -2%
PCA
441
Providence Capital Advisors
North Carolina
$3.54M +$33.6K +348 +1%
ACIM
442
Azimuth Capital Investment Management
Michigan
$3.51M +$45.3K +470 +1%
SAMC
443
Spectrum Asset Management (California)
California
$3.5M +$534K +5,539 +18%
HCM
444
Hall Capital Management
Rhode Island
$3.46M +$11.4K +118 +0.3%
AG
445
Ascent Group
Virginia
$3.46M -$300K -3,107 -8%
NMERB
446
New Mexico Educational Retirement Board
New Mexico
$3.44M -$106K -1,100 -3%
CC
447
Constitution Capital
Connecticut
$3.43M -$29.1K -302 -0.8%
Nomura Holdings
448
Nomura Holdings
Japan
$3.38M +$3.38M +35,036 New
PA
449
Profund Advisors
Maryland
$3.37M -$189K -1,961 -5%
PI
450
Putnam Investments
Massachusetts
$3.37M -$277K -2,872 -8%
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