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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 %
DAS
576
Dynamic Advisor Solutions
Arizona
$2.1M +$146K +1,625 +7%
CHC
577
City Holding Co
West Virginia
$2.09M -$82.3K -917 -4%
IIM
578
INTECH Investment Management
Florida
$2.08M -$2.58M -28,719 -55%
SW
579
SVB Wealth
Massachusetts
$2.06M -$302K -3,368 -13%
CFD
580
Creative Financial Designs
Indiana
$2.06M -$305K -3,396 -13%
FMWA
581
Forvis Mazars Wealth Advisors
Missouri
$2.05M +$12.2K +136 +0.6%
SGCA
582
Steel Grove Capital Advisors
Tennessee
$2.03M +$26K +290 +1%
FC
583
Forte Capital
New York
$2.02M +$73.5K +819 +4%
APP
584
Avantax Planning Partners
Iowa
$2.01M -$59.4K -662 -3%
WorldQuant Millennium Advisors
585
WorldQuant Millennium Advisors
New York
$2.01M +$1.32M +14,721 +193%
MHI
586
Miller Howard Investments
New York
$2M -$27.8K -310 -1%
FSA
587
Franklin Street Advisors
North Carolina
$2M +$249K +2,771 +14%
MFGM
588
Marshall Financial Group (Maryland)
Maryland
$1.99M +$84.6K +943 +4%
Wealth Enhancement Advisory Services
589
Wealth Enhancement Advisory Services
Minnesota
$1.98M +$58.2K +649 +3%
SAM
590
Silvercrest Asset Management
New York
$1.97M +$99.4K +1,108 +5%
1832 Asset Management
591
1832 Asset Management
Ontario, Canada
$1.97M -$119K -1,328 -6%
TW
592
TrinityPoint Wealth
Connecticut
$1.96M +$37K +412 +2%
TCMG
593
TSP Capital Management Group
New Jersey
$1.96M +$718 +8 +0%
LB
594
Leo Brokerage
Texas
$1.93M +$503K +5,609 +35%
LNC
595
Lincoln National Corp
Pennsylvania
$1.92M -$4.4K -49 -0.2%
CC
596
Courier Capital
New York
$1.92M +$1.92M +21,394 New
CL
597
Choreo LLC
Illinois
$1.91M +$31K +345 +2%
BCP
598
Berkeley Capital Partners
Georgia
$1.9M +$257K +2,864 +16%
WCAMG
599
Woodard & Company Asset Management Group
North Carolina
$1.9M +$89.8K +1,001 +5%
EARNEST Partners
600
EARNEST Partners
Georgia
$1.9M -$97K -1,081 -5%
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