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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 %
BTWM
726
Baker Tilly Wealth Management
Wisconsin
$1.29M +$153K +1,705 +13%
O
727
Ossiam
France
$1.29M +$827K +9,211 +180%
SBIA
728
Sheaff Brock Investment Advisors
Indiana
$1.28M +$37.6K +419 +3%
PTC
729
Private Trust Company
Ohio
$1.28M -$198K -2,205 -13%
CAM
730
Columbia Asset Management
Michigan
$1.28M -$31.6K -352 -2%
JWM
731
Jeppson Wealth Management
California
$1.28M -$22.3K -249 -2%
ICG
732
InterOcean Capital Group
Tennessee
$1.28M +$155K +1,727 +14%
BOH
733
Bank of Hawaii
Hawaii
$1.27M -$32.3K -360 -2%
PPW
734
Parcion Private Wealth
Washington
$1.27M -$14.2K -158 -1%
PAM
735
Private Asset Management
California
$1.26M -$439K -4,895 -26%
PWP
736
Private Wealth Partners
California
$1.26M +$17.3K +193 +1%
FNFDCM
737
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.25M +$32K +357 +3%
GT
738
Glenview Trust
Kentucky
$1.25M +$41.4K +461 +3%
FNT
739
First National Trust
Pennsylvania
$1.25M -$9.6K -107 -0.8%
MHIC
740
Marble Harbor Investment Counsel
Massachusetts
$1.25M -$13.5K -150 -1%
FCM
741
Fourpath Capital Management
Oklahoma
$1.24M +$116K +1,296 +10%
EWM
742
Evermay Wealth Management
Virginia
$1.24M +$30.5K +340 +3%
ClearBridge Investments
743
ClearBridge Investments
New York
$1.24M -$9.33K -104 -0.7%
SOAMC
744
Spirit of America Management Corp
New York
$1.23M +$305K +3,400 +33%
ACM
745
Aquatic Capital Management
Illinois
$1.23M +$179K +2,000 +17%
PA
746
PFG Advisors
Arizona
$1.22M +$360K +4,011 +42%
JCM
747
Jacobi Capital Management
Pennsylvania
$1.22M +$8.35K +93 +0.7%
HH
748
Hilltop Holdings
Texas
$1.22M +$75.4K +840 +7%
TL
749
Tradewinds LLC
North Carolina
$1.22M +$7.18K +80 +0.6%
FTDI
750
First Trust Direct Indexing
Massachusetts
$1.21M -$35.1K -391 -3%
28 29
30
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