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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 %
RWA
826
Rainsberger Wealth Advisors
Colorado
$983K +$15.2K +169 +2%
SCI
827
Stableford Capital II
Arizona
$981K +$981K +10,559 New
BHPW
828
Beverly Hills Private Wealth
California
$981K +$545K +6,090 +125%
MAM
829
Mystic Asset Management
Rhode Island
$979K -$7.9K -88 -0.8%
AIA
830
Arbor Investment Advisors
North Carolina
$976K -$11K -123 -1%
EM
831
Excalibur Management
Massachusetts
$976K -$60.3K -672 -6%
AWM
832
Axxcess Wealth Management
California
$968K +$176K +1,958 +22%
MSS
833
Mitchell Sinkler & Starr
Pennsylvania
$966K – – –
KMWM
834
Keudell/Morrison Wealth Management
Oregon
$964K +$54.4K +606 +6%
SC
835
Schulhoff & Co
Ohio
$962K – – –
WANY
836
Wealthspire Advisors (New York)
New York
$962K -$32.1K -358 -3%
FFN
837
Focus Financial Network
Minnesota
$958K -$58.1K -647 -6%
CTA
838
Chesley Taft & Associates
Illinois
$955K -$2.33K -26 -0.2%
AIP
839
Ameritas Investment Partners
Nebraska
$953K -$14.4K -160 -1%
CW
840
Connectus Wealth
Ohio
$949K -$180 -2 -0%
1SB
841
1ST Source Bank
Indiana
$948K +$1.08K +12 +0.1%
Man Group
842
Man Group
United Kingdom
$946K +$946K +10,536 New
UBG
843
United Bank (Georgia)
Georgia
$942K -$108K -1,198 -10%
CB
844
Cadence Bank
Mississippi
$938K -$1.97K -22 -0.2%
AFG
845
AFS Financial Group
Maryland
$933K -$10.1K -112 -1%
BCA
846
Bay Colony Advisors
Massachusetts
$931K +$79.8K +889 +9%
TI
847
Tidal Investments
Wisconsin
$930K -$78.9K -879 -8%
MW
848
Marcum Wealth
Ohio
$923K +$52.7K +587 +6%
JAG
849
Journey Advisory Group
Kentucky
$923K -$5.56K -62 -0.6%
MAS
850
Meeder Advisory Services
Ohio
$923K +$14K +156 +2%
32 33
34
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