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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 %
FTDI
726
First Trust Direct Indexing
Massachusetts
$1.34M +$176K +1,822 +15%
ClearBridge Investments
727
ClearBridge Investments
New York
$1.34M -$72.4K -751 -5%
SBIA
728
Sheaff Brock Investment Advisors
Indiana
$1.34M +$3.57K +37 +0.3%
WJWM
729
Williams Jones Wealth Management
New York
$1.34M +$83.5K +866 +7%
PWP
730
Private Wealth Partners
California
$1.34M -$243K -2,514 -15%
ADL
731
Asset Dedication LLC
California
$1.34M +$145K +1,501 +12%
BI
732
Ballast Inc
Kentucky
$1.33M +$45.1K +467 +3%
THWM
733
Taylor Hoffman Wealth Management
Virginia
$1.33M +$207K +2,147 +18%
FNC
734
First National Corp
Massachusetts
$1.33M – – –
FIA
735
Foundations Investment Advisors
Arizona
$1.33M +$192K +1,993 +17%
CW
736
CreativeOne Wealth
Kansas
$1.33M +$170K +1,764 +15%
WA
737
Wealth Alliance
New York
$1.33M +$47.2K +489 +4%
ACA
738
Aptus Capital Advisors
Alabama
$1.32M -$18K -187 -1%
DWP
739
Daymark Wealth Partners
Ohio
$1.31M +$43.1K +447 +3%
FNFDCM
740
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.31M -$101K -1,047 -7%
BMA
741
Brooks Moore & Associates
Tennessee
$1.31M -$19.2K -199 -1%
JCM
742
Jacobi Capital Management
Pennsylvania
$1.3M +$80.5K +835 +7%
EWM
743
Evermay Wealth Management
Virginia
$1.3M -$43.8K -454 -3%
TL
744
Tradewinds LLC
North Carolina
$1.3M +$1.3M +13,476 New
GT
745
Glenview Trust
Kentucky
$1.3M +$352K +3,652 +37%
CA
746
Claro Advisors
Massachusetts
$1.29M +$804K +8,338 +165%
NI
747
Nepsis Inc
Minnesota
$1.29M -$25.5K -264 -2%
TIA
748
Trust Investment Advisors
Indiana
$1.26M +$9.94K +103 +0.8%
Lazard Asset Management
749
Lazard Asset Management
New York
$1.25M +$556K +5,770 +80%
PPC
750
Park Place Capital
Alabama
$1.25M -$35.3K -366 -3%
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