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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 %
PAM
626
Private Asset Management
California
$1.83M -$120K -1,247 -6%
BWM
627
BerganKDV Wealth Management
Minnesota
$1.82M -$64.6K -670 -3%
WP
628
WealthShield Partners
North Carolina
$1.81M +$42.6K +442 +2%
CCT
629
Chemung Canal Trust
New York
$1.8M -$28.5K -295 -2%
TYCC
630
Texas Yale Capital Corp
Florida
$1.8M -$62.4K -647 -3%
HFM
631
Hartford Financial Management
Connecticut
$1.79M +$2.8K +29 +0.2%
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$1.79M +$101K +1,049 +6%
WAS
633
Wealth Advisory Solutions
Indiana
$1.79M -$83.6K -867 -4%
TCOV
634
Trust Company of Vermont
Vermont
$1.78M +$140K +1,452 +9%
EWA
635
EP Wealth Advisors
California
$1.78M +$735K +9,421 +70%
MYAM
636
Meiji Yasuda Asset Management
Japan
$1.78M -$2.96M -30,730 -63%
BCP
637
Berkeley Capital Partners
Georgia
$1.77M +$44.6K +462 +3%
GLLW
638
Graves Light Lenhart Wealth
Virginia
$1.77M +$96 +1 +0%
B
639
Bellecapital
Switzerland
$1.76M +$449K +4,651 +34%
EGM
640
Engineers Gate Manager
New York
$1.76M +$1.76M +18,251 New
AAS
641
Ameritas Advisory Services
Nebraska
$1.75M -$454K -4,633 -21%
TBA
642
Tower Bridge Advisors
Pennsylvania
$1.75M -$26K -270 -1%
ZCM
643
Ziegler Capital Management
Illinois
$1.75M +$5.53K +57 +0.3%
BBHC
644
Brown Brothers Harriman & Co
New York
$1.75M +$26.9K +279 +2%
WS
645
Wedbush Securities
California
$1.74M +$17.3K +179 +1%
BO
646
Bank OZK
Arkansas
$1.74M +$18.6K +193 +1%
ANTB
647
AMG National Trust Bank
Colorado
$1.73M +$197K +2,040 +13%
Luther King Capital Management (LKCM)
648
Luther King Capital Management (LKCM)
Texas
$1.73M -$85.2K -883 -5%
USAA
649
United Services Automobile Association
Texas
$1.73M -$1.1M -11,420 -39%
SMC
650
Smith, Moore & Co
Missouri
$1.72M +$22.2K +230 +1%
24 25
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