DUK icon

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 %
BL
851
BFSG LLC
California
$919K +$159K +1,768 +21%
SFG
852
SevenBridge Financial Group
Pennsylvania
$918K -$8.26K -92 -0.9%
IAS
853
Insigneo Advisory Services
Florida
$918K +$355K +3,952 +63%
MFS
854
Mirabella Financial Services
United Kingdom
$918K +$676K +7,531 +279%
WPP
855
Whalerock Point Partners
Rhode Island
$917K +$8.17K +91 +0.9%
9WM
856
9258 Wealth Management
Ohio
$910K -$13.9K -155 -2%
CA
857
Continuum Advisory
Idaho
$908K +$38.9K +433 +4%
UBV
858
United Bank (Virginia)
Virginia
$902K – – –
FMAEN1
859
Fund Management at Engine No 1
California
$900K +$62.4K +695 +7%
DP
860
Dearborn Partners
Illinois
$900K +$53.1K +592 +6%
KWA
861
Kellett Wealth Advisors
Ohio
$898K +$94.9K +1,057 +12%
NRS
862
Neville Rodie & Shaw
New York
$894K -$5.92K -66 -0.7%
SWM
863
SeaCrest Wealth Management
New York
$889K +$50K +557 +6%
HKIM
864
Hayek Kallen Investment Management
Alabama
$888K -$179 -2 -0%
PWG
865
Portside Wealth Group
Utah
$881K +$881K +9,814 New
SWM
866
Spire Wealth Management
Virginia
$878K -$10.4K -116 -1%
BIM
867
Baldwin Investment Management
Pennsylvania
$876K -$17.9K -200 -2%
QCM
868
Quantinno Capital Management
New York
$875K -$524K -5,843 -37%
DFA
869
Delta Financial Advisors
Louisiana
$875K +$11.8K +132 +1%
ACM
870
Allred Capital Management
Texas
$874K -$66.9K -745 -7%
MW
871
MBL Wealth
North Carolina
$874K +$369K +4,113 +73%
EGM
872
Engineers Gate Manager
New York
$872K -$766K -8,533 -47%
FPAS
873
Focus Partners Advisor Solutions
Missouri
$865K +$470K +5,242 +119%
GWANC
874
Guardian Wealth Advisors (North Carolina)
North Carolina
$862K -$78.9K -879 -8%
CWS
875
Confluence Wealth Services
Pennsylvania
$862K +$2.06K +23 +0.2%
33 34
35
36 37