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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 %
CW
826
Connectus Wealth
Ohio
$1.02M +$166K +1,720 +19%
1SB
827
1ST Source Bank
Indiana
$1.02M +$14.3K +148 +1%
AFG
828
AFS Financial Group
Maryland
$1.01M +$11K +114 +1%
GWANC
829
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.01M +$23.5K +244 +2%
ACM
830
Allred Capital Management
Texas
$1.01M +$675 +7 +0.1%
CB
831
Cadence Bank
Mississippi
$1.01M -$26K -270 -3%
JAG
832
Journey Advisory Group
Kentucky
$999K -$371K -3,842 -27%
SOAMC
833
Spirit of America Management Corp
New York
$998K +$130K +1,350 +15%
BHBT
834
Burke & Herbert Bank & Trust
Virginia
$998K -$38.1K -395 -4%
SFG
835
SevenBridge Financial Group
Pennsylvania
$996K +$28.8K +299 +3%
9WM
836
9258 Wealth Management
Ohio
$993K -$772 -8 -0.1%
SG Americas Securities
837
SG Americas Securities
New York
$983K +$102K +1,058 +12%
KIA
838
KCM Investment Advisors
California
$982K -$91.9K -953 -9%
KMWM
839
Keudell/Morrison Wealth Management
Oregon
$978K +$65K +674 +7%
MAS
840
Meeder Advisory Services
Ohio
$977K -$39.3K -407 -4%
WPP
841
Whalerock Point Partners
Rhode Island
$977K +$144K +1,495 +17%
ONSWM
842
Old North State Wealth Management
North Carolina
$976K +$37.9K +393 +4%
SIA
843
Schechter Investment Advisors
Michigan
$970K -$127K -1,316 -12%
UBV
844
United Bank (Virginia)
Virginia
$969K -$3.67K -38 -0.4%
NRS
845
Neville Rodie & Shaw
New York
$967K -$135K -1,400 -12%
WA
846
Wambolt & Associates
Colorado
$961K -$28.9K -304 -3%
EWA
847
Exencial Wealth Advisors
Oklahoma
$961K -$7.14K -74 -0.7%
BIM
848
Baldwin Investment Management
Pennsylvania
$961K +$289 +3 +0%
NL
849
NVWM LLC
Pennsylvania
$960K -$25.7K -266 -3%
SWM
850
Spire Wealth Management
Virginia
$956K +$294K +3,048 +44%
32 33
34
35 36