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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 %
PFSC
801
Peoples Financial Services Corp
Pennsylvania
$1.04M – – –
DIP
802
DT Investment Partners
Pennsylvania
$1.04M +$7.56K +82 +0.7%
SLI
803
Sumitomo Life Insurance
Japan
$1.04M -$84.4K -941 -8%
FIA
804
Foundations Investment Advisors
Arizona
$1.04M -$200K -2,228 -16%
OAM
805
Occidental Asset Management
California
$1.03M +$1.03M +11,512 New
MWM
806
Meridian Wealth Management
Kentucky
$1.03M -$5.21K -58 -0.5%
MWM
807
Mission Wealth Management
California
$1.03M +$206K +2,301 +25%
FDS
808
First Dallas Securities
Texas
$1.03M -$8.97K -100 -0.9%
CB
809
CNB Bank
Pennsylvania
$1.03M -$13.6K -151 -1%
DT
810
Diversified Trust
Tennessee
$1.03M -$303K -3,379 -23%
GCM
811
Graham Capital Management
Connecticut
$1.02M +$205K +2,283 +25%
HTC
812
Haverford Trust Company
Pennsylvania
$1.02M -$40.6K -452 -4%
T
813
TCWP
Ohio
$1.02M -$47.7K -532 -4%
Fisher Asset Management
814
Fisher Asset Management
Washington
$1.02M +$563K +6,272 +124%
CC
815
Chicago Capital
Illinois
$1.01M -$56.8K -633 -5%
NL
816
NVWM LLC
Pennsylvania
$1.01M +$115K +1,281 +13%
EWA
817
Exencial Wealth Advisors
Oklahoma
$1.01M +$114K +1,267 +13%
HSA
818
HBK Sorce Advisory
Pennsylvania
$1.01M +$33.1K +369 +3%
BTI
819
Blue Trust Inc
Georgia
$1M -$141K -1,465 -12%
First Manhattan
820
First Manhattan
New York
$997K -$15.1K -168 -1%
WA
821
Wambolt & Associates
Colorado
$997K +$89.7K +999 +10%
MCA
822
MSH Capital Advisors
Arizona
$996K +$10.1K +112 +1%
ACS
823
Archford Capital Strategies
Illinois
$992K +$273K +2,885 +38%
LWP
824
LMG Wealth Partners
Louisiana
$992K – – –
WG
825
Welch Group
Alabama
$986K +$269 +3 +0%
31 32
33
34 35