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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 %
NC
876
NovaPoint Capital
Georgia
$857K +$33.5K +373 +4%
SXL
877
Summit X LLC
Missouri
$848K +$55.9K +623 +7%
WAP
878
Wealthcare Advisory Partners
Pennsylvania
$846K +$25.9K +289 +3%
LWM
879
Laidlaw Wealth Management
New York
$844K +$30.3K +338 +4%
VT
880
Vise Technologies
New York
$843K +$348K +3,879 +70%
NICM
881
Neo Ivy Capital Management
New York
$841K +$841K +9,366 New
AA
882
Ancora Advisors
Ohio
$841K -$6.73K -75 -0.8%
WFI
883
West Family Investments
California
$841K +$626K +6,981 +293%
KIA
884
KCM Investment Advisors
California
$840K -$73.8K -822 -8%
CI
885
Cigna Investments
Connecticut
$838K -$3.41K -38 -0.4%
MIM
886
Morningstar Investment Management
Illinois
$829K +$829K +9,235 New
MWM
887
Maltin Wealth Management
New Jersey
$826K +$89.7K +1,000 +12%
PFO
888
Pathstone Family Office
New Jersey
$825K +$119K +1,325 +17%
MC
889
Machina Capital
France
$823K -$325K -3,624 -28%
WT
890
Whittier Trust
California
$823K -$269 -3 -0%
NP
891
Nilsine Partners
Colorado
$822K -$11.9K -133 -1%
CPC
892
Consolidated Planning Corp
Georgia
$820K +$820K +9,140 New
VCM
893
Violich Capital Management
California
$819K – – –
QC
894
Quent Capital
New York
$819K +$897 +10 +0.1%
IBOK
895
Independence Bank of Kentucky
Kentucky
$815K -$19.3K -215 -2%
WSFS
896
Wilmington Savings Fund Society
Delaware
$815K -$3.05K -34 -0.4%
RIA
897
Realta Investment Advisors
Delaware
$815K -$12.7K -141 -2%
OC
898
Oakworth Capital
Alabama
$814K -$208K -2,322 -20%
IF
899
Intrua Financial
Texas
$813K +$282K +3,146 +53%
VF
900
Virtu Financial
New York
$811K -$322K -3,586 -28%
34 35
36
37 38