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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 %
SF
601
Symphony Financial
Texas
$1.9M +$109K +1,224 +6%
SGI
602
Summit Global Investments
Utah
$1.9M +$1.29M +14,426 +215%
NHC
603
Nicholas Hoffman & Company
Georgia
$1.89M +$17K +189 +0.9%
TFA
604
Triad Financial Advisors
North Carolina
$1.89M -$96.3K -1,073 -5%
JIP
605
Jaffetilchin Investment Partners
Florida
$1.89M -$39K -435 -2%
RIM
606
Redwood Investment Management
Arizona
$1.88M +$95.9K +1,069 +5%
SIC
607
Shoker Investment Counsel
Ohio
$1.87M +$15.7K +175 +0.8%
TT
608
TI-Trust
Illinois
$1.87M +$7.18K +80 +0.4%
CNBT
609
Canandaigua National Bank & Trust
New York
$1.87M -$23.2K -259 -1%
MCM
610
MAI Capital Management
Ohio
$1.85M -$99.3K -1,106 -5%
LDB
611
Lee, Danner & Bass
Tennessee
$1.84M -$7.54K -84 -0.4%
RB
612
Rodgers Brothers
Pennsylvania
$1.84M +$7K +78 +0.4%
MBTD
613
Mechanics Bank - Trust Department
California
$1.82M -$37.1K -413 -2%
CCP
614
Clarkston Capital Partners
Michigan
$1.81M – – –
EFMC
615
Empire Financial Management Company
New York
$1.81M +$72.1K +803 +4%
CPIA
616
Cornell Pochily Investment Advisors
New York
$1.81M +$6.73K +75 +0.4%
SB
617
Strategic Blueprint
Georgia
$1.81M +$23K +256 +1%
SVWAG
618
Sound View Wealth Advisors Group
Georgia
$1.8M -$67.3K -750 -4%
AF
619
Allworth Financial
California
$1.79M -$35.9K -400 -2%
CA
620
CGN Advisors
Kansas
$1.79M +$693K +7,717 +63%
EWA
621
EP Wealth Advisors
California
$1.79M -$4.09M -15,920 -70%
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$1.78M +$116K +1,296 +7%
CA
623
Carson Advisory
Georgia
$1.78M -$9.6K -107 -0.5%
TYCC
624
Texas Yale Capital Corp
Florida
$1.78M +$105K +1,165 +6%
PFM
625
Premier Fund Managers
United Kingdom
$1.78M – – –
23 24
25
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