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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 %
HKIM
851
Hayek Kallen Investment Management
Alabama
$955K +$1.74K +18 +0.2%
SG
852
StoneX Group
New York
$953K +$5.12K +53 +0.5%
BP
853
Ballentine Partners
Massachusetts
$945K +$354K +3,665 +60%
PAMG
854
Patton Albertson Miller Group
Tennessee
$940K -$82.1K -851 -8%
MW
855
Marcum Wealth
Ohio
$936K -$11.5K -119 -1%
CA
856
Continuum Advisory
Idaho
$934K +$28.9K +300 +3%
PA
857
PFG Advisors
Arizona
$928K +$222K +2,304 +31%
DFA
858
Delta Financial Advisors
Louisiana
$928K +$53.3K +552 +6%
CWS
859
Confluence Wealth Services
Pennsylvania
$924K +$31.6K +328 +4%
RF
860
Rollins Financial
Georgia
$914K +$216K +2,242 +31%
BCA
861
Bay Colony Advisors
Massachusetts
$912K +$170K +1,765 +23%
AA
862
Ancora Advisors
Ohio
$911K -$868 -9 -0.1%
DP
863
Dearborn Partners
Illinois
$910K -$57.9K -600 -6%
CI
864
Cigna Investments
Connecticut
$906K -$9.08K -94 -1%
SWM
865
SeaCrest Wealth Management
New York
$902K +$28.8K +299 +3%
GAM
866
Gotham Asset Management
New York
$902K +$323K +3,344 +56%
FMAEN1
867
Fund Management at Engine No 1
California
$901K +$83.3K +863 +10%
MG
868
Mather Group
Illinois
$899K +$69.4K +719 +8%
IBOK
869
Independence Bank of Kentucky
Kentucky
$897K +$53.1K +550 +6%
NP
870
Nilsine Partners
Colorado
$897K +$897K +9,296 New
NFSG
871
Newbridge Financial Services Group
Florida
$895K -$28.3K -293 -3%
RIA
872
Realta Investment Advisors
Delaware
$889K -$607K -6,287 -41%
MWM
873
Mission Wealth Management
California
$887K -$199K -2,058 -18%
NC
874
NovaPoint Capital
Georgia
$885K +$207K +2,142 +30%
WT
875
Whittier Trust
California
$885K – – –
33 34
35
36 37