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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 %
MFP
776
Meridian Financial Partners
Virginia
$1.17M -$3.02K -31 -0.3%
RA
777
RFG Advisory
Alabama
$1.17M +$76.7K +795 +7%
CICI
778
Capital Investment Counsel Inc
North Carolina
$1.16M +$58.1K +602 +5%
EP
779
Eudaimonia Partners
Tennessee
$1.16M -$67K -695 -5%
AG
780
AIA Group
Hong Kong
$1.16M -$175K -1,815 -13%
SEC
781
Seven Eight Capital
New York
$1.15M +$1.15M +11,952 New
T
782
TCWP
Ohio
$1.15M -$866K -8,975 -43%
CC
783
Chicago Capital
Illinois
$1.15M +$31.7K +329 +3%
SFA
784
Souders Financial Advisors
Ohio
$1.15M -$37.1K -385 -3%
BFO
785
Biltmore Family Office
North Carolina
$1.15M +$106K +1,094 +10%
PAA
786
Peregrine Asset Advisers
Oregon
$1.14M +$1.14M +11,849 New
ACM
787
Acrisure Capital Management
Texas
$1.14M +$1.14M +11,849 New
HTC
788
Haverford Trust Company
Pennsylvania
$1.14M +$10.2K +106 +0.9%
AB
789
Atlas Brown
Kentucky
$1.13M +$13.2K +137 +1%
DBRC
790
D.B. Root & Company
Pennsylvania
$1.13M +$61K +632 +6%
ACM
791
Aquatic Capital Management
Illinois
$1.13M +$1.13M +11,700 New
UBG
792
United Bank (Georgia)
Georgia
$1.13M -$15.2K -158 -1%
HFG
793
Heron Financial Group
New York
$1.12M +$153K +1,581 +16%
CB
794
CNB Bank
Pennsylvania
$1.12M +$31.2K +323 +3%
PFSC
795
Peoples Financial Services Corp
Pennsylvania
$1.12M -$19.3K -200 -2%
FDS
796
First Dallas Securities
Texas
$1.12M -$30.9K -320 -3%
SFS
797
Stiles Financial Services
Minnesota
$1.12M +$20.7K +215 +2%
MWM
798
Meridian Wealth Management
Kentucky
$1.12M +$26.4K +274 +2%
EM
799
Excalibur Management
Massachusetts
$1.11M -$2.89K -30 -0.3%
Aviva
800
Aviva
United Kingdom
$1.11M – – –
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