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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 %
AF
601
Allworth Financial
California
$1.97M -$59.4K -616 -3%
RB
602
Rodgers Brothers
Pennsylvania
$1.97M +$111K +1,150 +6%
PNC
603
Park National Corp
Ohio
$1.96M +$193 +2 +0%
WCAMG
604
Woodard & Company Asset Management Group
North Carolina
$1.95M -$79.3K -822 -4%
CCP
605
Clarkston Capital Partners
Michigan
$1.95M -$19.6K -203 -1%
CPIA
606
Cornell Pochily Investment Advisors
New York
$1.94M +$35.9K +372 +2%
SF
607
Symphony Financial
Texas
$1.93M -$110K -1,140 -5%
HDIM
608
Hanson & Doremus Investment Management
Vermont
$1.93M -$245K -2,543 -11%
CA
609
Carson Advisory
Georgia
$1.93M -$113K -1,173 -6%
MCIA
610
Mountain Capital Investment Advisors
Colorado
$1.92M -$179K -1,808 -9%
GIM
611
Guardian Investment Management
California
$1.92M +$1.37M +14,226 +250%
PFM
612
Premier Fund Managers
United Kingdom
$1.92M +$1.92M +20,000 New
NSB
613
Norway Savings Bank
Maine
$1.92M -$88.5K -917 -4%
SB
614
Strategic Blueprint
Georgia
$1.92M -$27.4K -284 -1%
SP
615
Successful Portfolios
Florida
$1.92M -$16.9K -175 -0.9%
RIM
616
Redwood Investment Management
Arizona
$1.92M +$157K +1,624 +9%
PFS
617
Physicians Financial Services
North Carolina
$1.9M -$17K -176 -0.9%
FSA
618
Franklin Street Advisors
North Carolina
$1.88M -$39.4K -408 -2%
LCOV
619
London Company of Virginia
Virginia
$1.87M -$13.7K -142 -0.7%
BAM
620
Belpointe Asset Management
Nevada
$1.87M +$10.8K +112 +0.6%
EFMC
621
Empire Financial Management Company
New York
$1.87M +$1.87M +19,403 New
PWP
622
Principle Wealth Partners
Connecticut
$1.85M +$43.8K +454 +2%
HF
623
HRT Financial
New York
$1.85M +$1.85M +19,132 New
CC
624
Cipher Capital
New York
$1.84M +$1.84M +19,066 New
FFP
625
FourThought Financial Partners
Florida
$1.84M +$275K +2,851 +18%
23 24
25
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