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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 %
EARNEST Partners
576
EARNEST Partners
Georgia
$2.15M – – –
TFA
577
Triad Financial Advisors
North Carolina
$2.14M -$75.6K -784 -3%
AWM
578
Apollon Wealth Management
South Carolina
$2.13M -$512K -5,306 -19%
S
579
SignatureFD
Georgia
$2.11M +$434K +4,501 +26%
TCMG
580
TSP Capital Management Group
New Jersey
$2.1M +$675 +7 +0%
DCM
581
Donaldson Capital Management
Indiana
$2.1M -$1.47M -15,199 -41%
MCM
582
MAI Capital Management
Ohio
$2.1M +$62.8K +651 +3%
DAS
583
Dynamic Advisor Solutions
Arizona
$2.1M +$419K +4,339 +25%
FC
584
Forte Capital
New York
$2.09M -$8.2K -85 -0.4%
JIP
585
Jaffetilchin Investment Partners
Florida
$2.07M -$24.8K -257 -1%
LNC
586
Lincoln National Corp
Pennsylvania
$2.07M -$7.72K -80 -0.4%
Wealth Enhancement Advisory Services
587
Wealth Enhancement Advisory Services
Minnesota
$2.07M -$2.63M -27,235 -56%
TW
588
TrinityPoint Wealth
Connecticut
$2.07M +$169K +1,748 +9%
MFGM
589
Marshall Financial Group (Maryland)
Maryland
$2.05M +$49.6K +514 +2%
EF
590
Empirical Finance
Pennsylvania
$2.05M +$107K +1,109 +6%
AssetMark Inc
591
AssetMark Inc
California
$2.04M +$646K +6,695 +46%
CNBT
592
Canandaigua National Bank & Trust
New York
$2.03M +$2.03M +21,042 New
CL
593
Choreo LLC
Illinois
$2.02M +$1.14M +11,771 +128%
NHC
594
Nicholas Hoffman & Company
Georgia
$2.02M -$8.1K -84 -0.4%
SAM
595
Silvercrest Asset Management
New York
$2.01M -$55K -570 -3%
SVWAG
596
Sound View Wealth Advisors Group
Georgia
$2.01M -$92.2K -956 -4%
TT
597
TI-Trust
Illinois
$2M – – –
SIC
598
Shoker Investment Counsel
Ohio
$2M -$10K -104 -0.5%
MBTD
599
Mechanics Bank - Trust Department
California
$1.99M +$7.91K +82 +0.4%
LDB
600
Lee, Danner & Bass
Tennessee
$1.98M -$16K -166 -0.8%
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