DUK icon

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 %
CAM
551
Cresset Asset Management
Illinois
$2.27M +$1.65M +18,441 +270%
BFG
552
Bleakley Financial Group
New Jersey
$2.26M +$236K +2,629 +12%
SS
553
Simplicity Solutions
Minnesota
$2.26M -$1.08M -12,073 -32%
MMHP
554
Murphy Middleton Hinkle & Parker
Georgia
$2.25M -$5.47K -61 -0.2%
FCA
555
FinTrust Capital Advisors
South Carolina
$2.25M – – –
GRP
556
Global Retirement Partners
California
$2.24M -$33K -368 -1%
ISB
557
Iowa State Bank
Iowa
$2.23M -$30.7K -342 -1%
GT
558
Greenleaf Trust
Michigan
$2.23M -$605K -6,742 -21%
YIH
559
Y-Intercept (HK)
Hong Kong
$2.23M +$1.44M +16,026 +183%
OCM
560
Orleans Capital Management
Louisiana
$2.22M -$31.6K -352 -1%
BBA
561
BLB&B Advisors
Pennsylvania
$2.22M -$121K -1,345 -5%
MNBTD
562
Moody National Bank Trust Division
Texas
$2.21M +$48K +535 +2%
APC
563
Aspire Private Capital
North Carolina
$2.21M +$13.9K +155 +0.6%
VRM
564
Vectors Research Management
New York
$2.19M -$446K -4,973 -17%
NGA
565
Naples Global Advisors
Florida
$2.19M +$96.6K +1,076 +5%
FWP
566
FAS Wealth Partners
Kansas
$2.19M +$155K +1,729 +8%
SP
567
SWS Partners
Ohio
$2.19M +$91.2K +1,017 +4%
V
568
Veritable
Delaware
$2.19M +$169K +1,888 +8%
NMIMC
569
Northwestern Mutual Investment Management Company
Wisconsin
$2.18M +$9.33K +104 +0.4%
EF
570
Empirical Finance
Pennsylvania
$2.16M +$253K +2,814 +13%
CFG
571
Citizens Financial Group
Rhode Island
$2.14M -$358K -3,985 -14%
FWM
572
Fairhaven Wealth Management
Illinois
$2.14M +$2.14M +23,836 New
BFEC
573
Benjamin F. Edwards & Company
Missouri
$2.14M -$2.69K -30 -0.1%
API
574
Advisor Partners II
California
$2.13M -$112K -1,253 -5%
EH
575
Equitable Holdings
New York
$2.11M +$605K +6,738 +40%
21 22
23
24 25