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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 %
RFM
451
Royal Fund Management
Florida
$3.21M -$103K -1,143 -3%
PPL
452
PATRIZIA Pty Ltd
Australia
$3.19M -$483K -5,380 -13%
ACIM
453
Azimuth Capital Investment Management
Michigan
$3.19M -$83.4K -929 -3%
RIA
454
Regal Investment Advisors
Michigan
$3.18M +$185K +2,058 +6%
BW
455
Bison Wealth
Georgia
$3.17M +$264K +2,937 +9%
Allianz Asset Management
456
Allianz Asset Management
Germany
$3.13M +$98.9K +1,102 +3%
Nomura Holdings
457
Nomura Holdings
Japan
$3.1M -$39.2K -437 -1%
BPC
458
Banque Pictet & Cie
Switzerland
$3.1M -$835K -9,301 -21%
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
$3.1M +$99.8K +1,112 +3%
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$3.08M +$22.6K +252 +0.7%
LCM
461
Logan Capital Management
Pennsylvania
$3.06M -$3.95K -44 -0.1%
ST
462
Sentinel Trust
Texas
$3.04M – – –
MLICM
463
Metropolitan Life Insurance Company (MetLife)
New York
$3.01M -$76.8K -856 -2%
MA
464
Montag & Associates
Georgia
$3M +$11.2K +125 +0.4%
EWM
465
Evercore Wealth Management
New York
$2.99M +$112K +1,243 +4%
SAM
466
Strategy Asset Managers
California
$2.98M +$429K +4,785 +17%
CC
467
Constitution Capital
Connecticut
$2.97M -$220K -2,454 -7%
AWM
468
Apollon Wealth Management
South Carolina
$2.97M +$984K +10,963 +50%
SAMC
469
Spectrum Asset Management (California)
California
$2.96M -$293K -3,261 -9%
BFA
470
Bragg Financial Advisors
North Carolina
$2.95M +$40.9K +456 +1%
TA
471
Tectonic Advisors
Texas
$2.95M +$365K +4,067 +14%
SGC
472
Slocum, Gordon & Co
Rhode Island
$2.94M -$35.9K -400 -1%
AAIM
473
American Assets Investment Management
California
$2.93M – – –
JHCP
474
Jackson Hole Capital Partners
Oklahoma
$2.93M -$145K -1,617 -5%
RCM
475
Raleigh Capital Management
North Carolina
$2.91M +$202K +2,253 +7%
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