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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 %
ANTB
676
AMG National Trust Bank
Colorado
$1.51M -$95.4K -1,063 -6%
SIM
677
Stratos Investment Management
Ohio
$1.5M +$32.7K +364 +2%
GW
678
GW & Wade
Massachusetts
$1.49M +$14K +156 +0.9%
TPA
679
Trivium Point Advisory
Connecticut
$1.49M -$74.4K -829 -5%
MSA
680
Marino Stram & Associates
Massachusetts
$1.48M -$11.2K -125 -0.8%
SAG
681
SageView Advisory Group
California
$1.47M +$48.4K +539 +3%
ET
682
Equitable Trust
Tennessee
$1.47M +$58.7K +654 +4%
AIMCA
683
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.46M – – –
RC
684
Randolph Company
Ohio
$1.46M – – –
HI
685
Harbour Investments
Wisconsin
$1.46M +$113K +1,255 +8%
B
686
Bellecapital
Switzerland
$1.46M -$184K -2,048 -11%
OHWP
687
Oak Harbor Wealth Partners
North Carolina
$1.45M -$111K -1,237 -7%
CK
688
Cohen Klingenstein
New York
$1.45M – – –
CBTWT
689
Community Bank & Trust (Waco, Texas)
Texas
$1.45M -$10.1K -113 -0.7%
TBA
690
Tower Bridge Advisors
Pennsylvania
$1.45M -$178K -1,982 -11%
MWA
691
MFA Wealth Advisors
Pennsylvania
$1.44M +$109K +1,212 +8%
CWM
692
Curi Wealth Management
North Carolina
$1.44M -$44.5K -496 -3%
PWW
693
Pettyjohn Wood & White
Virginia
$1.44M -$31.6K -352 -2%
WA
694
WealthTrust Axiom
Pennsylvania
$1.43M – – –
DZ Bank
695
DZ Bank
Germany
$1.43M -$1.04M -11,622 -42%
MMPW
696
Mitchell McLeod Pugh & Williams
Alabama
$1.42M +$4.85K +54 +0.3%
MCIA
697
Mountain Capital Investment Advisors
Colorado
$1.41M -$424K -4,471 -23%
VIM
698
Vinva Investment Management
Australia
$1.41M -$681K -7,667 -33%
AAF
699
Andra AP-fonden
Sweden
$1.41M +$1.41M +15,700 New
FANJ
700
Financial Architects (New Jersey)
New Jersey
$1.4M -$20.8K -232 -1%
26 27
28
29 30