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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 %
MLICM
451
Metropolitan Life Insurance Company (MetLife)
New York
$3.32M -$974K -10,100 -23%
JHCP
452
Jackson Hole Capital Partners
Oklahoma
$3.32M +$119K +1,224 +4%
LCM
453
Logan Capital Management
Pennsylvania
$3.29M +$86.9K +901 +3%
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$3.29M +$619K +6,415 +23%
ST
455
Sentinel Trust
Texas
$3.26M – – –
Allianz Asset Management
456
Allianz Asset Management
Germany
$3.26M -$27.7M -286,704 -89%
AIA
457
Armor Investment Advisors
North Carolina
$3.25M -$98.6K -1,022 -3%
UCFA
458
United Capital Financial Advisors
Texas
$3.24M -$734K -7,606 -18%
Loomis, Sayles & Company
459
Loomis, Sayles & Company
Massachusetts
$3.24M -$48.1K -498 -1%
BBNA
460
Bremer Bank National Association
Minnesota
$3.23M -$57.3K -594 -2%
WSTAM
461
Wilbanks Smith & Thomas Asset Management
Virginia
$3.22M +$46.7K +484 +1%
RIA
462
Regal Investment Advisors
Michigan
$3.22M -$105K -1,087 -3%
HWAM
463
Hennion & Walsh Asset Management
New Jersey
$3.22M +$354K +3,665 +12%
MA
464
Montag & Associates
Georgia
$3.21M +$9.94K +103 +0.3%
SGC
465
Slocum, Gordon & Co
Rhode Island
$3.2M -$791K -8,200 -20%
LA
466
Lynch & Associates
Indiana
$3.17M -$58K -601 -2%
AAIM
467
American Assets Investment Management
California
$3.15M – – –
BW
468
Bison Wealth
Georgia
$3.15M +$1.45M +14,873 +85%
BFA
469
Bragg Financial Advisors
North Carolina
$3.13M -$38.3K -397 -1%
EWM
470
Evercore Wealth Management
New York
$3.1M +$427K +4,429 +16%
SCP
471
Stamos Capital Partners
California
$3.05M +$543K +5,630 +22%
GT
472
Greenleaf Trust
Michigan
$3.05M -$149K -1,545 -5%
FBT
473
First Bank & Trust
South Dakota
$3.04M +$343K +3,554 +13%
CSPIA
474
Cary Street Partners Investment Advisory
Virginia
$3.03M -$63.1K -654 -2%
TMAM
475
Tokio Marine Asset Management
Japan
$3.02M +$230K +2,385 +8%
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