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 %
SBH
701
Segall Bryant & Hamill
Illinois
$1.48M -$131K -1,359 -8%
OQS
702
Occudo Quantitative Strategies
Florida
$1.45M +$1.45M +15,072 New
ACP
703
Aviance Capital Partners
Florida
$1.45M -$4.05K -42 -0.3%
HI
704
Harbour Investments
Wisconsin
$1.45M +$100K +1,039 +7%
BSA
705
Bull Street Advisors
Georgia
$1.44M +$14.5K +150 +1%
WWM
706
Wagner Wealth Management
South Carolina
$1.44M +$54.3K +563 +4%
MWA
707
MFA Wealth Advisors
Pennsylvania
$1.43M +$186K +1,932 +15%
DT
708
Diversified Trust
Tennessee
$1.43M +$135K +1,399 +10%
NWM
709
Northcape Wealth Management
New York
$1.43M +$788K +8,172 +124%
GAM
710
Grandview Asset Management
Pennsylvania
$1.43M -$119K -1,234 -8%
NSEDCP
711
NJ State Employees Deferred Compensation Plan
New Jersey
$1.42M – – –
PG
712
Patten Group
Tennessee
$1.41M +$101K +1,048 +8%
CAM
713
Columbia Asset Management
Michigan
$1.41M -$47.6K -493 -3%
Balyasny Asset Management
714
Balyasny Asset Management
Illinois
$1.4M +$1.4M +14,552 New
BOH
715
Bank of Hawaii
Hawaii
$1.4M -$36.8K -381 -3%
CIC
716
Carnegie Investment Counsel
Ohio
$1.4M -$482 -5 -0%
JWM
717
Jeppson Wealth Management
California
$1.4M +$14.5K +150 +1%
EFS
718
Essex Financial Services
Connecticut
$1.39M +$131K +1,359 +10%
FCCM
719
First City Capital Management
Georgia
$1.39M +$47.8K +483 +4%
PPW
720
Parcion Private Wealth
Washington
$1.38M – – –
CWG
721
Cornerstone Wealth Group
North Carolina
$1.36M +$18.7K +194 +1%
MHIC
722
Marble Harbor Investment Counsel
Massachusetts
$1.35M – – –
MIM
723
MTM Investment Management
South Carolina
$1.35M -$12.4K -129 -0.9%
FNT
724
First National Trust
Pennsylvania
$1.35M -$183K -1,896 -12%
CBOR
725
Community Bank of Raymore
Missouri
$1.35M -$161K -1,666 -11%
27 28
29
30 31