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Duke Energy
DUK

1,804 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, 777 increasing their positions, 672 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $360M | Put options by funds: $236M

16% more repeat investments, than reductions

Existing positions increased: 777 | Existing positions reduced: 672

6% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 101

0.24% more ownership

Funds ownership: 63.55% → 63.79% (+0.24%)

1% less funds holding

Funds holding: 1,815 → 1,804 (-11)

7% less capital invested

Capital invested by funds: $47.2B → $44.1B (-$3.11B)

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
1,804
Holders Change
-11
Holders Change %
-0.61%
% of All Funds
28.32%
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
777
Reduced
672
Closed
101
Calls
$360M
Puts
$236M
Net Calls
+$124M
Net Calls Change
-$154M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$136M
2
N
Nuveen
North Carolina
+$108M
3
Two Sigma Investments
Two Sigma Investments
New York
+$80.6M
4
American Century Companies
American Century Companies
Missouri
+$76.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$71.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$200M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$193M
3
Bank of America
Bank of America
North Carolina
-$75.2M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$68.8M
5
APG Asset Management
APG Asset Management
Netherlands
-$55.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
476
Raleigh Capital Management
North Carolina
$2.91M +$213K +2,253 +7%
BAMF
477
BI Asset Management Fondsmaeglerselskab
Denmark
$2.9M +$912K +9,665 +43%
LA
478
Lynch & Associates
Indiana
$2.9M -$52.7K -558 -2%
HWAM
479
Hennion & Walsh Asset Management
New Jersey
$2.89M -$103K -1,096 -3%
Walleye Capital
480
Walleye Capital
New York
$2.88M +$3.03M +32,086 New
PA
481
Profund Advisors
Maryland
$2.88M -$274K -2,899 -8%
FCB
482
First County Bank
Connecticut
$2.88M +$124K +1,317 +4%
TWC
483
TD Waterhouse Canada
Ontario, Canada
$2.86M +$1.04M +11,045 +62%
Lido Advisors
484
Lido Advisors
California
$2.83M +$72K +763 +2%
KA
485
Keene & Associates
Texas
$2.82M +$31.3K +332 +1%
TSW
486
Thompson Siegel & Walmsley
Virginia
$2.82M +$1.41M +14,980 +91%
BG
487
Bahl & Gaynor
Ohio
$2.82M +$87.1K +923 +3%
PAM
488
Pegasus Asset Management
New York
$2.8M +$56.3K +597 +2%
SCA
489
Stonebridge Capital Advisors
Minnesota
$2.79M +$137K +1,456 +5%
FNB
490
Farmers National Bank
Kentucky
$2.79M +$79.3K +840 +3%
IA
491
IFG Advisory
Georgia
$2.75M +$297K +3,142 +11%
TMAM
492
Tokio Marine Asset Management
Japan
$2.74M -$69.6K -737 -2%
Citadel Advisors
493
Citadel Advisors
Florida
$2.73M -$41.5M -440,050 -94%
IWC
494
Integrated Wealth Concepts
Massachusetts
$2.73M +$229K +2,424 +9%
SB
495
Simmons Bank
Arkansas
$2.72M +$2.27K +24 +0.1%
SSWM
496
Sheets Smith Wealth Management
North Carolina
$2.71M +$53.3K +565 +2%
CCM
497
Cohen Capital Management
California
$2.7M – – –
SIG
498
Stonegate Investment Group
Alabama
$2.69M -$3.49K -37 -0.1%
CSPIA
499
Cary Street Partners Investment Advisory
Virginia
$2.69M -$135K -1,429 -5%
RBA
500
Richard Bernstein Advisors
New York
$2.67M – – –
18 19
20
21 22

DUK Hedge Fund Activity: Q2 2023 in Review

1,804 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2023, worth a combined $44.1B — down 6.6% from $47.2B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DUK positions and 101 closed out — a net gain of 6 holders — while 777 added to existing stakes and 672 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $136M. The largest seller was BlackRock, cutting an estimated $200M.

  • 1,804 institutional investors held Duke Energy (DUK) as of Q2 2023, down from 1,815 in Q1 2023.
  • Funds reported $44.1B of Duke Energy stock for Q2 2023, down 6.6% quarter-over-quarter.
  • 107 funds opened new Duke Energy positions in Q2 2023 and 101 closed out, a net change of +6 holders.
  • The largest Duke Energy buyer in Q2 2023 was Capital Research Global Investors, an estimated $136M added.
  • The largest Duke Energy seller in Q2 2023 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2023.