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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 %
TA
501
Tectonic Advisors
Texas
$2.78M +$635K +6,579 +30%
HT
502
HighTower Trust
Texas
$2.78M – – –
CBB
503
Citizens Business Bank
California
$2.77M -$160K -1,662 -5%
TCM
504
Twin Capital Management
Pennsylvania
$2.77M -$354K -3,665 -11%
AMG
505
Advisors Management Group
Wisconsin
$2.76M -$9.84K -102 -0.4%
SAM
506
Strategy Asset Managers
California
$2.74M +$344K +3,570 +14%
CAG
507
Csenge Advisory Group
Florida
$2.73M +$23K +238 +0.8%
KWM
508
Kingsview Wealth Management
Oregon
$2.71M -$2.87M -29,748 -51%
MFFIA
509
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.71M +$7.43K +77 +0.3%
IWC
510
Integrated Wealth Concepts
Massachusetts
$2.7M +$1.54M +15,992 +134%
VWMG
511
Virginia Wealth Management Group
Virginia
$2.69M +$69.9K +725 +3%
CFG
512
Citizens Financial Group
Rhode Island
$2.69M -$57.2K -593 -2%
RP
513
Rowlandmiller & Partners
Georgia
$2.68M +$15.1K +156 +0.6%
TAIM
514
Te Ahumairangi Investment Management
New Zealand
$2.68M +$411K +4,260 +18%
IAN
515
Integrated Advisors Network
Texas
$2.67M -$19.7K -204 -0.7%
LOPW
516
Live Oak Private Wealth
North Carolina
$2.66M -$3.09K -32 -0.1%
DZ Bank
517
DZ Bank
Germany
$2.66M +$2.54M +26,375 +2,226%
MFG
518
Merit Financial Group
Georgia
$2.65M +$1.25K +13 +0%
IA
519
IFG Advisory
Georgia
$2.65M +$274K +2,835 +12%
KRSITF
520
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.64M -$18.8K -195 -0.7%
CWC
521
Carolinas Wealth Consulting
North Carolina
$2.63M +$26K +1,529 +1%
CFB
522
Cullen/Frost Bankers
Texas
$2.61M -$57.9K -600 -2%
ONST
523
Old North State Trust
North Carolina
$2.57M -$1.25K -13 -0%
DTL
524
Dynamic Technology Lab
Singapore
$2.57M +$2.57M +26,596 New
SSWG
525
Seven Springs Wealth Group
Tennessee
$2.55M +$52.8K +547 +2%
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