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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 %
LHC
901
Little House Capital
Massachusetts
$832K +$832K +8,626 New
GC
902
Grimes & Company
Massachusetts
$830K +$48.6K +504 +6%
MYIA
903
Mount Yale Investment Advisors
Colorado
$826K +$81.3K +843 +11%
FBB
904
Fulton Breakefield Broenniman
Maryland
$824K -$14.5K -150 -2%
IAIM
905
International Assets Investment Management
Florida
$820K -$1.26M -13,146 -61%
BL
906
BFSG LLC
California
$818K -$592K -6,132 -42%
BB
907
Busey Bank
Illinois
$814K -$54.8K -568 -6%
WBCM
908
Wilson & Boucher Capital Management
California
$813K – – –
EWM
909
EPG Wealth Management
Georgia
$809K +$146K +1,512 +22%
WFS
910
Widmann Financial Services
Maryland
$809K +$5.31K +55 +0.7%
FNBOSM
911
First National Bank of South Miami
Florida
$806K -$74.6K -773 -8%
LWA
912
Lineweaver Wealth Advisors
Ohio
$803K +$34.1K +353 +4%
CCA
913
Checchi Capital Advisers
California
$802K -$45.9K -476 -5%
FRM
914
Fox Run Management
Connecticut
$800K +$800K +8,292 New
FVWA
915
Foster Victor Wealth Advisors
South Carolina
$795K -$9.91K -103 -1%
MWM
916
Maltin Wealth Management
New Jersey
$791K +$791K +8,200 New
GI
917
Gradient Investments
Minnesota
$791K +$6.08K +63 +0.8%
GVAG
918
Great Valley Advisor Group
Delaware
$787K +$57.7K +598 +8%
HNWAG
919
High Net Worth Advisory Group
Florida
$786K -$96 -1 -0%
VVP
920
Venture Visionary Partners
Ohio
$785K -$31.1K -322 -4%
OTL
921
Oak Thistle LLC
New York
$784K +$784K +8,127 New
HPC
922
HM Payson & Co
Maine
$783K -$79.2K -821 -9%
SM
923
Sciencast Management
New Jersey
$780K +$780K +8,000 New
WWM
924
Western Wealth Management
Colorado
$778K +$130K +1,343 +20%
GCWM
925
Graham Capital Wealth Management
District of Columbia
$778K +$778K +806 New
35 36
37
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