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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 %
IW
776
Imprint Wealth
South Carolina
$1.13M -$22.2K -247 -2%
MLA
777
My Legacy Advisors
Oregon
$1.12M +$2.8K +30 +0.3%
ACA
778
Aptus Capital Advisors
Alabama
$1.12M -$114K -1,269 -9%
NFC
779
Northeast Financial Consultants
Connecticut
$1.11M – – –
EF
780
Empowered Funds
Pennsylvania
$1.11M +$786K +8,755 +246%
EST
781
EA Series Trust
Pennsylvania
$1.11M +$1.11M +12,320 New
LC
782
LCNB Corp
Ohio
$1.1M -$27.5K -306 -2%
DBRC
783
D.B. Root & Company
Pennsylvania
$1.1M +$50.3K +561 +5%
GCM
784
Gables Capital Management
Florida
$1.09M +$119K +1,325 +12%
AWA
785
Arete Wealth Advisors
Illinois
$1.09M +$96.4K +1,074 +10%
Tudor Investment Corp
786
Tudor Investment Corp
Connecticut
$1.08M -$5.7M -63,469 -84%
EP
787
Eudaimonia Partners
Tennessee
$1.08M -$5.03K -56 -0.5%
SKK
788
Shepherd Kaplan Krochuk
Massachusetts
$1.07M +$1.07M +11,979 New
JSL
789
JT Stratford LLC
Georgia
$1.07M +$66.8K +744 +7%
SC
790
Sawyer & Company
Massachusetts
$1.07M – – –
BFO
791
Biltmore Family Office
North Carolina
$1.07M – – –
PAA
792
Peregrine Asset Advisers
Oregon
$1.06M -$1.26K -14 -0.1%
MG
793
Mather Group
Illinois
$1.06M +$222K +2,478 +27%
BHA
794
Beech Hill Advisors
New York
$1.06M +$93.8K +1,045 +10%
Aviva
795
Aviva
United Kingdom
$1.05M +$19.2K +214 +2%
THWM
796
Taylor Hoffman Wealth Management
Virginia
$1.05M -$188K -2,092 -15%
RA
797
RFG Advisory
Alabama
$1.05M -$37K -412 -3%
HFG
798
Heron Financial Group
New York
$1.05M +$4.04K +45 +0.4%
AB
799
Atlas Brown
Kentucky
$1.05M -$5.21K -58 -0.5%
SOS
800
Silver Oak Securities
Tennessee
$1.04M +$231K +2,569 +28%
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