DUK icon

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 %
BRM
426
Boston Research & Management
Massachusetts
$3.58M +$121K +1,347 +3%
SIG
427
Sky Investment Group
Connecticut
$3.58M +$80.6K +898 +2%
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$3.57M -$8.88K -99 -0.2%
NB
429
Norinchukin Bank
Japan
$3.56M -$116K -1,298 -3%
HVIA
430
Hudson Valley Investment Advisors
New York
$3.55M -$604K -6,735 -15%
ACM
431
Argyle Capital Management
Pennsylvania
$3.54M -$73.2K -816 -2%
ECG
432
Edge Capital Group
Georgia
$3.52M -$104K -1,161 -3%
SFI
433
Siemens Fonds Invest
Germany
$3.46M -$51.3K -574 -1%
CIBC World Market
434
CIBC World Market
Ontario, Canada
$3.43M -$261K -2,913 -7%
FBT
435
First Bank & Trust
South Dakota
$3.4M +$570K +6,350 +20%
MWM
436
Modera Wealth Management
New Jersey
$3.39M +$3.39M +37,830 New
HCM
437
Hall Capital Management
Rhode Island
$3.38M +$156K +1,739 +5%
AG
438
Ascent Group
Virginia
$3.38M +$74.2K +805 +2%
BCM
439
Birmingham Capital Management
Alabama
$3.36M -$178K -1,983 -5%
NMERB
440
New Mexico Educational Retirement Board
New Mexico
$3.35M +$153K +1,700 +5%
CAM
441
Close Asset Management
United Kingdom
$3.34M -$62.8K -700 -2%
PCA
442
Providence Capital Advisors
North Carolina
$3.34M +$47K +524 +1%
Wolverine Trading
443
Wolverine Trading
Illinois
$3.33M +$685K +7,710 +26%
CCG
444
Cypress Capital Group
Florida
$3.32M -$255K -2,836 -7%
JFL
445
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.27M -$31.4K -350 -1%
SFS
446
Sowell Financial Services
Arkansas
$3.26M +$1.07M +11,874 +49%
PI
447
Putnam Investments
Massachusetts
$3.24M +$101K +1,131 +3%
Capital Fund Management (CFM)
448
Capital Fund Management (CFM)
France
$3.23M -$6.89M -76,737 -68%
GAM
449
Gotham Asset Management
New York
$3.21M +$2.37M +26,463 +283%
RIL
450
Rothschild Investment LLC
Illinois
$3.21M -$161K -1,790 -5%
16 17
18
19 20