DUK icon

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 %
APC
551
Aspire Private Capital
North Carolina
$2.36M +$50.2K +520 +2%
SFS
552
Sowell Financial Services
Arkansas
$2.36M -$737K -7,644 -24%
CHC
553
City Holding Co
West Virginia
$2.34M -$35.4K -367 -1%
NMIMC
554
Northwestern Mutual Investment Management Company
Wisconsin
$2.34M +$6.75K +70 +0.3%
MNBTD
555
Moody National Bank Trust Division
Texas
$2.33M +$17.9K +186 +0.8%
MGP
556
Metis Global Partners
California
$2.32M +$783K +8,115 +51%
BCM
557
Brookstone Capital Management
Illinois
$2.32M +$196K +1,993 +9%
IA
558
IFP Advisors
Florida
$2.3M -$3.05M -40,078 -57%
BFEC
559
Benjamin F. Edwards & Company
Missouri
$2.3M +$96.5K +1,000 +4%
VIM
560
Vinva Investment Management
Australia
$2.27M +$2.27M +23,567 New
SP
561
SWS Partners
Ohio
$2.26M +$43.6K +452 +2%
NGA
562
Naples Global Advisors
Florida
$2.25M +$23.6K +245 +1%
FCA
563
FinTrust Capital Advisors
South Carolina
$2.25M – – –
1832 Asset Management
564
1832 Asset Management
Ontario, Canada
$2.24M +$69.7K +722 +3%
APP
565
Avantax Planning Partners
Iowa
$2.22M +$16.8K +174 +0.8%
E
566
Ergoteles
New York
$2.22M -$4.07M -42,149 -65%
FMWA
567
Forvis Mazars Wealth Advisors
Missouri
$2.19M +$284K +2,939 +15%
CFGS
568
Concourse Financial Group Securities
Alabama
$2.19M +$174K +1,799 +9%
BAMF
569
BI Asset Management Fondsmaeglerselskab
Denmark
$2.19M -$190K -1,969 -8%
FWP
570
FAS Wealth Partners
Kansas
$2.19M +$43.3K +449 +2%
MHI
571
Miller Howard Investments
New York
$2.18M +$263K +2,722 +14%
BFG
572
Bleakley Financial Group
New Jersey
$2.18M +$63.4K +657 +3%
V
573
Veritable
Delaware
$2.17M -$161K -1,669 -7%
PA
574
Pinnacle Associates
New York
$2.17M -$28.1K -291 -1%
SGCA
575
Steel Grove Capital Advisors
Tennessee
$2.15M +$80.6K +835 +4%
21 22
23
24 25