DUK icon

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 %
VIA
751
Vident Investment Advisory
Georgia
$1.21M +$591K +6,591 +96%
TIA
752
Trust Investment Advisors
Indiana
$1.2M +$31.8K +354 +3%
WDG
753
Wealth Dimensions Group
Ohio
$1.2M +$102K +1,140 +9%
BCM
754
Bayesian Capital Management
New York
$1.2M +$1.2M +13,400 New
DWM
755
Dakota Wealth Management
Florida
$1.2M +$66.9K +745 +6%
BMA
756
Brooks Moore & Associates
Tennessee
$1.2M -$18K -201 -1%
CA
757
Claro Advisors
Massachusetts
$1.2M -$5.38K -60 -0.4%
FCCM
758
First City Capital Management
Georgia
$1.19M -$70.4K -784 -6%
MFP
759
Meridian Financial Partners
Virginia
$1.19M +$65.9K +707 +6%
PPC
760
Park Place Capital
Alabama
$1.19M +$22.2K +247 +2%
VFA
761
Voya Financial Advisors
Connecticut
$1.18M +$36.9K +415 +3%
FNC
762
First National Corp
Massachusetts
$1.18M -$55.2K -615 -4%
CBOR
763
Community Bank of Raymore
Missouri
$1.18M -$74.8K -833 -6%
SFS
764
Stiles Financial Services
Minnesota
$1.18M +$140K +1,558 +13%
PJSIMP
765
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.18M – – –
LNWWM
766
Laird Norton Wetherby Wealth Management
California
$1.17M -$436K -4,858 -27%
HA
767
Hamel Associates
New Jersey
$1.16M +$709K +7,905 +158%
SFA
768
Souders Financial Advisors
Ohio
$1.15M +$88.8K +989 +8%
EFS
769
Essex Financial Services
Connecticut
$1.15M -$143K -1,596 -11%
WJWM
770
Williams Jones Wealth Management
New York
$1.15M -$91.4K -1,018 -7%
HT
771
Heritage Trust
Oklahoma
$1.15M +$8.17K +91 +0.7%
ONSWM
772
Old North State Wealth Management
North Carolina
$1.15M +$243K +2,705 +27%
CWG
773
Cornerstone Wealth Group
North Carolina
$1.14M -$122K -1,360 -10%
CICI
774
Capital Investment Counsel Inc
North Carolina
$1.14M +$62K +691 +6%
GSB
775
Greenfield Savings Bank
Massachusetts
$1.13M -$538 -6 -0%
29 30
31
32 33