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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 %
DIP
801
DT Investment Partners
Pennsylvania
$1.11M +$76.8K +775 +7%
PI
802
PineBridge Investments
New York
$1.11M +$998K +10,349 +913%
OPA
803
Old Port Advisors
Maine
$1.11M +$221K +2,227 +25%
OC
804
Oakworth Capital
Alabama
$1.1M +$25.3K +262 +2%
ATPW
805
Ashton Thomas Private Wealth
Arizona
$1.1M +$166K +1,723 +18%
FFN
806
Focus Financial Network
Minnesota
$1.09M +$26K +270 +2%
First Manhattan
807
First Manhattan
New York
$1.09M -$61.2K -634 -5%
TI
808
Tidal Investments
Wisconsin
$1.08M -$630K -6,529 -37%
JSL
809
JT Stratford LLC
Georgia
$1.08M +$290K +3,002 +37%
WANY
810
Wealthspire Advisors (New York)
New York
$1.07M -$41.4K -429 -4%
AWA
811
Arete Wealth Advisors
Illinois
$1.07M +$151K +1,561 +16%
LWP
812
LMG Wealth Partners
Louisiana
$1.07M – – –
AIA
813
Arbor Investment Advisors
North Carolina
$1.06M +$1.06K +11 +0.1%
MAM
814
Mystic Asset Management
Rhode Island
$1.06M – – –
MCA
815
MSH Capital Advisors
Arizona
$1.06M -$10.8K -112 -1%
WG
816
Welch Group
Alabama
$1.06M -$478K -4,959 -31%
HSA
817
HBK Sorce Advisory
Pennsylvania
$1.05M -$463K -4,798 -31%
GCM
818
Gables Capital Management
Florida
$1.04M +$11.1K +115 +1%
RWA
819
Rainsberger Wealth Advisors
Colorado
$1.04M +$280K +2,905 +37%
AIP
820
Ameritas Investment Partners
Nebraska
$1.04M – – –
MSS
821
Mitchell Sinkler & Starr
Pennsylvania
$1.04M -$151K -1,568 -13%
BHA
822
Beech Hill Advisors
New York
$1.04M +$101K +1,045 +11%
SC
823
Schulhoff & Co
Ohio
$1.03M – – –
CTA
824
Chesley Taft & Associates
Illinois
$1.03M +$38.7K +401 +4%
QCG
825
Quadrant Capital Group
Ohio
$1.02M +$253K +2,621 +33%
31 32
33
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