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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 %
VWMG
526
Virginia Wealth Management Group
Virginia
$2.49M -$7.81K -87 -0.3%
KRSITF
527
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.48M +$23.9K +266 +1%
CWC
528
Carolinas Wealth Consulting
North Carolina
$2.48M +$3.57K +224 +0.1%
RP
529
Rowlandmiller & Partners
Georgia
$2.46M -$35.6K -397 -1%
WIS
530
Wright Investors Service
Connecticut
$2.46M -$244K -2,719 -9%
HFRG
531
Houlihan Financial Resource Group
Virginia
$2.43M +$2.43M +25,730 New
IAN
532
Integrated Advisors Network
Texas
$2.42M -$62.2K -693 -3%
RDWM
533
Red Door Wealth Management
Tennessee
$2.41M +$125K +1,390 +5%
ONST
534
Old North State Trust
North Carolina
$2.39M -$2.87K -32 -0.1%
TA
535
Townsend & Associates
Colorado
$2.38M -$17.1K -179 -0.7%
MA
536
Mutual Advisors
Nebraska
$2.38M +$110K +1,227 +5%
JWCA
537
J.W. Cole Advisors
Florida
$2.37M +$1.97K +22 +0.1%
CS
538
Comerica Securities
Michigan
$2.36M +$85.7K +955 +4%
SFP
539
Shepherd Financial Partners
Massachusetts
$2.36M +$85.4K +952 +4%
B
540
Bailard
California
$2.34M +$17.8K +198 +0.8%
CFB
541
Cullen/Frost Bankers
Texas
$2.34M -$94K -1,048 -4%
DWP
542
Daymark Wealth Partners
Ohio
$2.32M +$1.1M +12,207 +90%
IA
543
IFP Advisors
Florida
$2.31M -$409K -4,557 -15%
MFFIA
544
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.31M -$212K -2,359 -8%
MGWM
545
Marks Group Wealth Management
Minnesota
$2.31M +$45K +502 +2%
TCOT
546
Trust Company of Toledo
Ohio
$2.3M +$61.7K +687 +3%
BMSSC
547
B. Metzler seel. Sohn & Co
Germany
$2.28M – – –
ECM
548
Everence Capital Management
Indiana
$2.28M – – –
PT
549
Plimoth Trust
Massachusetts
$2.27M -$33.6K -374 -1%
TSWM
550
Triangle Securities Wealth Management
North Carolina
$2.27M -$24.5K -273 -1%
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