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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 %
CW
701
CreativeOne Wealth
Kansas
$1.4M +$167K +1,863 +14%
ISL
702
Ingalls & Snyder LLC
New York
$1.4M -$22.4K -250 -2%
GFS
703
GYL Financial Synergies
Connecticut
$1.39M +$288K +3,214 +26%
BFS
704
Bradley Foster & Sargent
Connecticut
$1.38M -$36.1K -402 -3%
TSS
705
Two Sigma Securities
New York
$1.38M +$687K +7,650 +99%
AOWM
706
Alpha Omega Wealth Management
Virginia
$1.38M -$48.7K -543 -3%
SBH
707
Segall Bryant & Hamill
Illinois
$1.38M -$179 -2 -0%
ADL
708
Asset Dedication LLC
California
$1.36M +$125K +1,401 +10%
ZIC
709
ZWJ Investment Counsel
Georgia
$1.35M -$72.9K -812 -5%
ACP
710
Aviance Capital Partners
Florida
$1.35M – – –
GAM
711
Grandview Asset Management
Pennsylvania
$1.35M +$22.2K +247 +2%
BSA
712
Bull Street Advisors
Georgia
$1.34M – – –
MIM
713
MTM Investment Management
South Carolina
$1.34M +$80.3K +895 +6%
FA
714
FDx Advisors
Illinois
$1.34M -$1.87M -20,840 -58%
WA
715
Wealth Alliance
New York
$1.34M +$102K +1,141 +8%
HIMC
716
Heritage Investors Management Corp
Maryland
$1.34M -$146K -1,631 -10%
TRCT
717
Tower Research Capital (TRC)
New York
$1.33M -$2.74M -30,491 -67%
NSEDCP
718
NJ State Employees Deferred Compensation Plan
New Jersey
$1.32M – – –
NWM
719
Northcape Wealth Management
New York
$1.32M -$7.27K -81 -0.5%
WWM
720
Wagner Wealth Management
South Carolina
$1.32M -$18K -201 -1%
ATPW
721
Ashton Thomas Private Wealth
Arizona
$1.32M +$297K +3,306 +29%
BI
722
Ballast Inc
Kentucky
$1.31M +$72.2K +805 +6%
PG
723
Patten Group
Tennessee
$1.31M -$3.23K -36 -0.2%
KWA
724
Kingswood Wealth Advisors
California
$1.31M +$1.31M +14,565 New
DCM
725
Donaldson Capital Management
Indiana
$1.3M -$651K -7,259 -33%
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