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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 %
BAMF
476
BI Asset Management Fondsmaeglerselskab
Denmark
$2.91M +$867K +9,665 +43%
LA
477
Lynch & Associates
Indiana
$2.9M -$50.1K -558 -2%
HWAM
478
Hennion & Walsh Asset Management
New Jersey
$2.89M -$98.3K -1,096 -3%
Walleye Capital
479
Walleye Capital
New York
$2.88M +$2.88M +32,086 New
PA
480
Profund Advisors
Maryland
$2.88M -$260K -2,899 -8%
FCB
481
First County Bank
Connecticut
$2.88M +$118K +1,317 +4%
TWC
482
TD Waterhouse Canada
Ontario, Canada
$2.86M +$1.1M +11,045 +62%
Lido Advisors
483
Lido Advisors
California
$2.83M +$68.5K +763 +2%
KA
484
Keene & Associates
Texas
$2.82M +$29.8K +332 +1%
TSW
485
Thompson Siegel & Walmsley
Virginia
$2.82M +$1.34M +14,980 +91%
BG
486
Bahl & Gaynor
Ohio
$2.82M +$82.8K +923 +3%
PAM
487
Pegasus Asset Management
New York
$2.8M +$53.6K +597 +2%
SCA
488
Stonebridge Capital Advisors
Minnesota
$2.79M +$131K +1,456 +5%
FNB
489
Farmers National Bank
Kentucky
$2.79M +$75.4K +840 +3%
IA
490
IFG Advisory
Georgia
$2.75M +$282K +3,142 +11%
TMAM
491
Tokio Marine Asset Management
Japan
$2.74M -$66.1K -737 -2%
Citadel Advisors
492
Citadel Advisors
Florida
$2.73M -$39.5M -440,050 -94%
IWC
493
Integrated Wealth Concepts
Massachusetts
$2.73M +$218K +2,424 +9%
SB
494
Simmons Bank
Arkansas
$2.72M +$2.15K +24 +0.1%
SSWM
495
Sheets Smith Wealth Management
North Carolina
$2.71M +$50.7K +565 +2%
CCM
496
Cohen Capital Management
California
$2.7M – – –
SIG
497
Stonegate Investment Group
Alabama
$2.69M -$3.32K -37 -0.1%
CSPIA
498
Cary Street Partners Investment Advisory
Virginia
$2.69M -$128K -1,429 -5%
RBA
499
Richard Bernstein Advisors
New York
$2.67M – – –
MFG
500
Merit Financial Group
Georgia
$2.66M +$194K +2,165 +8%
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