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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 %
KA
476
Keene & Associates
Texas
$3M -$30.2K -313 -1%
VNIM
477
Vaughan Nelson Investment Management
Texas
$3M -$551K -5,715 -16%
Lido Advisors
478
Lido Advisors
California
$2.97M +$356K +3,694 +14%
FCB
479
First County Bank
Connecticut
$2.97M +$243K +2,517 +9%
BCM
480
Buckhead Capital Management
Georgia
$2.95M +$40.2K +417 +1%
PAM
481
Pegasus Asset Management
New York
$2.95M +$28.8K +299 +1%
BG
482
Bahl & Gaynor
Ohio
$2.94M -$81.3K -843 -3%
SB
483
Simmons Bank
Arkansas
$2.92M +$126K +1,306 +5%
FNB
484
Farmers National Bank
Kentucky
$2.91M +$48.8K +506 +2%
RCM
485
Raleigh Capital Management
North Carolina
$2.91M +$194K +2,016 +7%
CCM
486
Cohen Capital Management
California
$2.91M -$21.6K -224 -0.7%
WIS
487
Wright Investors Service
Connecticut
$2.9M -$47.3K -490 -2%
SIG
488
Stonegate Investment Group
Alabama
$2.9M -$752K -7,798 -21%
PFM
489
Parsec Financial Management
North Carolina
$2.87M +$902K +9,346 +46%
TWC
490
TD Waterhouse Canada
Ontario, Canada
$2.87M -$294K -1,817 -9%
RBA
491
Richard Bernstein Advisors
New York
$2.87M – – –
SSWM
492
Sheets Smith Wealth Management
North Carolina
$2.86M -$8.97K -93 -0.3%
Wolverine Trading
493
Wolverine Trading
Illinois
$2.86M -$788K -8,198 -22%
SCA
494
Stonebridge Capital Advisors
Minnesota
$2.86M +$275K +2,855 +11%
VRM
495
Vectors Research Management
New York
$2.83M -$281K -2,914 -9%
Qube Research & Technologies (QRT)
496
Qube Research & Technologies (QRT)
United Kingdom
$2.83M +$2.83M +29,332 New
TAM
497
Townsend Asset Management
North Carolina
$2.81M -$79.1K -820 -3%
HFBOT
498
Home Federal Bank of Tennessee
Tennessee
$2.81M -$23.4K -243 -0.8%
OIA
499
OneDigital Investment Advisors
Kansas
$2.79M +$186K +1,929 +7%
GCA
500
Greenwood Capital Associates
South Carolina
$2.79M +$203K +2,105 +8%
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