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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 %
BCM
651
Buckhead Capital Management
Georgia
$1.64M -$1.11M -12,369 -40%
WS
652
Wedbush Securities
California
$1.64M +$17K +190 +1%
FT
653
Fiduciary Trust
Massachusetts
$1.64M +$46.4K +517 +3%
S
654
SignatureFD
Georgia
$1.63M -$325K -3,622 -17%
CA
655
Cullinan Associates
Kentucky
$1.63M +$33.8K +377 +2%
WWM
656
Wolff Wiese Magana
California
$1.63M +$152K +1,694 +10%
GBT
657
Grove Bank & Trust
Florida
$1.63M +$51.3K +572 +3%
ZCM
658
Ziegler Capital Management
Illinois
$1.63M +$10.4K +116 +0.6%
BWM
659
BerganKDV Wealth Management
Minnesota
$1.63M -$71.6K -798 -4%
BBHC
660
Brown Brothers Harriman & Co
New York
$1.62M -$7.81K -87 -0.5%
WA
661
Waverly Advisors
Alabama
$1.61M +$35.9K +400 +2%
GC
662
Guardian Capital
Ontario, Canada
$1.6M -$3.19M -35,500 -67%
NI
663
Nepsis Inc
Minnesota
$1.59M +$390K +4,346 +33%
Luther King Capital Management (LKCM)
664
Luther King Capital Management (LKCM)
Texas
$1.59M -$19.5K -217 -1%
IIM
665
Ipswich Investment Management
Massachusetts
$1.57M +$8.08K +90 +0.5%
CAC
666
Certified Advisory Corp
Florida
$1.57M +$5.47K +61 +0.4%
GLA
667
Good Life Advisors
Pennsylvania
$1.56M +$23.3K +260 +2%
ECA
668
Elevated Capital Advisors
Utah
$1.56M +$76K +847 +5%
SCM
669
Shelton Capital Management
Colorado
$1.55M +$8.97K +100 +0.6%
AA
670
Argent Advisors
Louisiana
$1.55M +$107K +1,193 +7%
NAM
671
NTV Asset Management
West Virginia
$1.53M -$62.8K -700 -4%
ONB
672
Old National Bancorp
Indiana
$1.52M -$46.5K -518 -3%
CCT
673
Chemung Canal Trust
New York
$1.52M -$161K -1,790 -10%
IWM
674
IHT Wealth Management
Illinois
$1.52M +$57.5K +641 +4%
PA
675
Procyon Advisors
Connecticut
$1.51M +$122K +1,355 +9%
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