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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 %
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$1.72M -$29.3K -304 -2%
MSAM
652
Moloney Securities Asset Management
Missouri
$1.72M +$2.61K +27 +0.2%
CA
653
Cullinan Associates
Kentucky
$1.72M +$309K +3,201 +22%
NAM
654
NTV Asset Management
West Virginia
$1.71M – – –
FT
655
Fiduciary Trust
Massachusetts
$1.71M +$260K +2,698 +18%
BSW
656
Buckingham Strategic Wealth
Missouri
$1.7M – – –
GBT
657
Grove Bank & Trust
Florida
$1.7M +$7.62K +79 +0.5%
WA
658
Waverly Advisors
Alabama
$1.69M +$147K +1,528 +10%
ONB
659
Old National Bancorp
Indiana
$1.69M -$108K -1,123 -6%
TPA
660
Trivium Point Advisory
Connecticut
$1.68M +$105K +1,090 +7%
IIM
661
Ipswich Investment Management
Massachusetts
$1.68M +$33.8K +350 +2%
OHWP
662
Oak Harbor Wealth Partners
North Carolina
$1.68M -$63.3K -656 -4%
CAC
663
Certified Advisory Corp
Florida
$1.68M -$3.38K -35 -0.2%
SCM
664
Shelton Capital Management
Colorado
$1.65M +$786K +8,151 +91%
GLA
665
Good Life Advisors
Pennsylvania
$1.65M +$43.9K +455 +3%
EH
666
Equitable Holdings
New York
$1.62M +$454K +4,704 +39%
MCM
667
Manchester Capital Management
Vermont
$1.61M +$1.49M +15,401 +1,236%
MSA
668
Marino Stram & Associates
Massachusetts
$1.6M +$49.6K +514 +3%
CWM
669
Curi Wealth Management
North Carolina
$1.6M -$306K -3,172 -16%
ECA
670
Elevated Capital Advisors
Utah
$1.59M +$33.3K +345 +2%
HIMC
671
Heritage Investors Management Corp
Maryland
$1.59M -$38.9K -403 -2%
WWM
672
Wolff Wiese Magana
California
$1.59M +$17.2K +178 +1%
GW
673
GW & Wade
Massachusetts
$1.59M -$16.2K -168 -1%
TSW
674
Thompson Siegel & Walmsley
Virginia
$1.59M +$1.45M +15,000 +1,007%
DA
675
Duality Advisers
Florida
$1.59M +$1.59M +16,452 New
25 26
27
28 29