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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 %
PNC
626
Park National Corp
Ohio
$1.77M -$57.4K -640 -3%
PFS
627
Physicians Financial Services
North Carolina
$1.76M -$4.49K -50 -0.3%
NSB
628
Norway Savings Bank
Maine
$1.76M -$29.6K -330 -2%
HDIM
629
Hanson & Doremus Investment Management
Vermont
$1.75M -$47.1K -525 -3%
BO
630
Bank OZK
Arkansas
$1.75M +$130K +1,453 +8%
Credit Agricole
631
Credit Agricole
France
$1.75M +$1.75M +19,446 New
VFA
632
Valeo Financial Advisors
Indiana
$1.74M -$489K -5,444 -22%
LCOV
633
London Company of Virginia
Virginia
$1.74M – – –
SP
634
Successful Portfolios
Florida
$1.74M -$46.7K -520 -3%
CFGS
635
Concourse Financial Group Securities
Alabama
$1.74M -$302K -3,365 -15%
MSAM
636
Moloney Securities Asset Management
Missouri
$1.74M +$138K +1,538 +9%
FFP
637
FourThought Financial Partners
Florida
$1.73M +$19.8K +221 +1%
GLLW
638
Graves Light Lenhart Wealth
Virginia
$1.72M +$71.3K +794 +4%
PWP
639
Principle Wealth Partners
Connecticut
$1.71M -$8.08K -90 -0.5%
TCOV
640
Trust Company of Vermont
Vermont
$1.71M +$44.9K +500 +3%
SMC
641
Smith, Moore & Co
Missouri
$1.7M +$92.7K +1,033 +6%
WP
642
WealthShield Partners
North Carolina
$1.69M +$13.3K +148 +0.8%
BSW
643
Buckingham Strategic Wealth
Missouri
$1.69M +$209K +2,332 +14%
WAS
644
Wealth Advisory Solutions
Indiana
$1.68M +$15.3K +170 +0.9%
JFG
645
Jefferies Financial Group
New York
$1.67M +$1.13M +12,610 +211%
DIP
646
Davis Investment Partners
North Carolina
$1.67M +$130K +1,400 +8%
HFM
647
Hartford Financial Management
Connecticut
$1.66M -$5.92K -66 -0.4%
MYAM
648
Meiji Yasuda Asset Management
Japan
$1.66M +$10.2K +114 +0.6%
USAA
649
United Services Automobile Association
Texas
$1.66M +$54.7K +610 +3%
VCA
650
Verdence Capital Advisors
Maryland
$1.64M +$170K +1,896 +12%
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