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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 %
JWCA
526
J.W. Cole Advisors
Florida
$2.54M +$441K +4,574 +21%
SW
527
SVB Wealth
Massachusetts
$2.54M +$16K +166 +0.6%
CFD
528
Creative Financial Designs
Indiana
$2.54M +$1.24M +12,896 +96%
PMIA
529
Patrick Mauro Investment Advisor
Illinois
$2.54M -$85.1K -882 -3%
HC
530
HNP Capital
New York
$2.52M -$245K -2,540 -9%
BBA
531
BLB&B Advisors
Pennsylvania
$2.52M +$19.9K +206 +0.8%
B
532
Bailard
California
$2.5M -$3.76K -39 -0.2%
TA
533
Townsend & Associates
Colorado
$2.49M +$98.1K +992 +4%
PT
534
Plimoth Trust
Massachusetts
$2.48M +$41.4K +429 +2%
TSWM
535
Triangle Securities Wealth Management
North Carolina
$2.47M -$28.9K -300 -1%
GRP
536
Global Retirement Partners
California
$2.46M +$734K +7,542 +42%
RDWM
537
Red Door Wealth Management
Tennessee
$2.46M +$106K +1,096 +4%
BCV
538
Banque Cantonale Vaudoise
Switzerland
$2.45M -$529K -5,479 -18%
BMSSC
539
B. Metzler seel. Sohn & Co
Germany
$2.45M -$2.03M -21,064 -45%
CS
540
Comerica Securities
Michigan
$2.45M +$30.1K +312 +1%
SFP
541
Shepherd Financial Partners
Massachusetts
$2.44M +$146K +1,516 +6%
MA
542
Mutual Advisors
Nebraska
$2.44M +$64.3K +667 +3%
ISB
543
Iowa State Bank
Iowa
$2.43M -$610K -6,319 -20%
MGWM
544
Marks Group Wealth Management
Minnesota
$2.43M +$334K +3,459 +16%
MMHP
545
Murphy Middleton Hinkle & Parker
Georgia
$2.43M -$9.74K -101 -0.4%
OCM
546
Orleans Capital Management
Louisiana
$2.43M -$31.2K -323 -1%
API
547
Advisor Partners II
California
$2.41M +$136K +1,405 +6%
TCOT
548
Trust Company of Toledo
Ohio
$2.4M -$193 -2 -0%
VFA
549
Valeo Financial Advisors
Indiana
$2.4M +$358K +3,716 +18%
CC
550
Centiva Capital
New York
$2.39M +$2.39M +24,809 New
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