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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 %
MGIA
876
Moneta Group Investment Advisors
Missouri
$885K +$224K +2,322 +34%
CFAM
877
Center For Asset Management
Florida
$883K +$15.1K +157 +2%
WAP
878
Wealthcare Advisory Partners
Pennsylvania
$881K +$39.7K +411 +5%
GCM
879
Graham Capital Management
Connecticut
$880K +$880K +9,127 New
VCM
880
Violich Capital Management
California
$880K – – –
WSFS
881
Wilmington Savings Fund Society
Delaware
$880K – – –
QC
882
Quent Capital
New York
$879K +$163K +1,692 +23%
EI
883
Ethic Inc
New York
$879K +$12.6K +131 +1%
IIM
884
InTrack Investment Management
Vermont
$877K +$117K +1,217 +15%
LWM
885
Laidlaw Wealth Management
New York
$875K +$44.1K +457 +5%
SOS
886
Silver Oak Securities
Tennessee
$873K +$62.6K +649 +8%
AAG
887
Armstrong Advisory Group
Massachusetts
$873K -$342K -3,541 -28%
WGAM
888
Wilkinson Global Asset Management
New York
$868K – – –
KWA
889
Kellett Wealth Advisors
Ohio
$863K -$13.7K -142 -2%
TTWM
890
TCV Trust & Wealth Management
Virginia
$863K +$110K +1,144 +15%
FG
891
Fiduciary Group
Georgia
$858K -$21.9K -227 -2%
MFG
892
MidWestOne Financial Group
Iowa
$857K +$27K +280 +3%
CF
893
Centaurus Financial
California
$856K +$260K +2,697 +44%
AWM
894
Axxcess Wealth Management
California
$852K -$3.76K -39 -0.4%
SXL
895
Summit X LLC
Missouri
$851K -$259K -2,681 -23%
HIS
896
Horizon Investment Services
Indiana
$851K -$73.7K -764 -8%
YIH
897
Y-Intercept (HK)
Hong Kong
$847K +$847K +8,780 New
MS
898
Madden Securities
Texas
$846K – – –
PA
899
Parallel Advisors
California
$846K -$8.1K -84 -0.9%
FNBTCON
900
First National Bank & Trust Co of Newtown
Pennsylvania
$846K -$14.1K -146 -2%
34 35
36
37 38