DUK icon

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 %
PTC
676
Private Trust Company
Ohio
$1.59M +$66.3K +687 +4%
N
677
Natixis
France
$1.59M +$1.59M +16,447 New
DIP
678
Davis Investment Partners
North Carolina
$1.59M – – –
VCA
679
Verdence Capital Advisors
Maryland
$1.58M +$71.5K +741 +5%
SIM
680
Stratos Investment Management
Ohio
$1.58M +$29.9K +310 +2%
PWW
681
Pettyjohn Wood & White
Virginia
$1.58M -$18.5K -192 -1%
AIMCA
682
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.57M -$12.8M -133,137 -89%
RC
683
Randolph Company
Ohio
$1.57M – – –
CBTWT
684
Community Bank & Trust (Waco, Texas)
Texas
$1.57M -$2.32K -24 -0.1%
IWM
685
IHT Wealth Management
Illinois
$1.57M +$39.2K +406 +3%
CK
686
Cohen Klingenstein
New York
$1.56M – – –
AA
687
Argent Advisors
Louisiana
$1.55M +$76.5K +793 +5%
WA
688
WealthTrust Axiom
Pennsylvania
$1.54M +$37.7K +391 +3%
AOWM
689
Alpha Omega Wealth Management
Virginia
$1.53M -$1.6M -16,540 -51%
ZIC
690
ZWJ Investment Counsel
Georgia
$1.53M +$57.3K +594 +4%
SAG
691
SageView Advisory Group
California
$1.53M +$1.11M +11,505 +263%
LB
692
Leo Brokerage
Texas
$1.53M +$1.53M +15,876 New
FANJ
693
Financial Architects (New Jersey)
New Jersey
$1.53M -$12.4K -129 -0.8%
BFS
694
Bradley Foster & Sargent
Connecticut
$1.53M +$24.8K +257 +2%
ISL
695
Ingalls & Snyder LLC
New York
$1.53M -$17.5K -181 -1%
MMPW
696
Mitchell McLeod Pugh & Williams
Alabama
$1.52M -$1.25K -13 -0.1%
ET
697
Equitable Trust
Tennessee
$1.52M +$18.1K +188 +1%
QCM
698
Quantinno Capital Management
New York
$1.5M +$448K +4,640 +42%
PA
699
Procyon Advisors
Connecticut
$1.5M -$714K -7,401 -32%
CCP
700
Cunning Capital Partners
North Carolina
$1.49M – – –
26 27
28
29 30