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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 %
KWM
501
Kingsview Wealth Management
Oregon
$2.66M +$133K +1,483 +5%
AUB
502
Atlantic Union Bankshares
Virginia
$2.65M -$647K -7,206 -20%
BBNA
503
Bremer Bank National Association
Minnesota
$2.63M -$374K -4,168 -12%
OIA
504
OneDigital Investment Advisors
Kansas
$2.63M +$33.7K +376 +1%
TAIM
505
Te Ahumairangi Investment Management
New Zealand
$2.63M +$138K +1,540 +6%
AssetMark Inc
506
AssetMark Inc
California
$2.62M +$721K +8,039 +38%
Loomis, Sayles & Company
507
Loomis, Sayles & Company
Massachusetts
$2.62M -$399K -4,445 -13%
DA
508
Duality Advisers
Florida
$2.61M +$1.13M +12,578 +76%
CBB
509
Citizens Business Bank
California
$2.6M +$20.6K +230 +0.8%
TAM
510
Townsend Asset Management
North Carolina
$2.6M -$21.4K -238 -0.8%
Simplex Trading
511
Simplex Trading
Illinois
$2.6M +$2.6M +28,917 New
HFBOT
512
Home Federal Bank of Tennessee
Tennessee
$2.59M -$26K -290 -1%
PA
513
Pinnacle Associates
New York
$2.58M +$568K +6,333 +28%
GCA
514
Greenwood Capital Associates
South Carolina
$2.58M -$9.33K -104 -0.4%
RMC
515
Resources Management Corp
Connecticut
$2.58M +$2.56M +28,500 +14,691%
VNIM
516
Vaughan Nelson Investment Management
Texas
$2.57M -$219K -2,435 -8%
TNBTD
517
Trustmark National Bank Trust Department
Mississippi
$2.55M -$1.38M -15,324 -35%
MOS
518
MGO One Seven
Ohio
$2.54M -$1.03M -11,493 -29%
AMG
519
Advisors Management Group
Wisconsin
$2.54M -$23.4K -261 -0.9%
CAG
520
Csenge Advisory Group
Florida
$2.53M -$7.81K -87 -0.3%
AIA
521
Armor Investment Advisors
North Carolina
$2.52M -$501K -5,585 -17%
UCFA
522
United Capital Financial Advisors
Texas
$2.52M -$501K -5,581 -17%
LOPW
523
Live Oak Private Wealth
North Carolina
$2.51M +$33.3K +371 +1%
TCM
524
Twin Capital Management
Pennsylvania
$2.5M -$75.4K -840 -3%
MCM
525
Mill Capital Management
North Carolina
$2.5M -$948K -10,561 -28%
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