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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 %
WGAM
901
Wilkinson Global Asset Management
New York
$808K – – –
SIA
902
Schechter Investment Advisors
Michigan
$799K -$103K -1,151 -11%
FG
903
Fiduciary Group
Georgia
$798K – – –
ACM
904
Alethea Capital Management
Washington
$795K +$526K +5,856 +195%
LHC
905
Little House Capital
Massachusetts
$794K +$20.3K +226 +3%
PCMF
906
Private Capital Management (Florida)
Florida
$794K +$291K +3,238 +58%
CCA
907
Checchi Capital Advisers
California
$794K +$47.4K +528 +6%
AO
908
Advisor OS
Illinois
$793K -$328K -3,659 -29%
IB
909
Intrust Bank
Kansas
$791K +$84.2K +938 +12%
MYIA
910
Mount Yale Investment Advisors
Colorado
$791K +$23K +256 +3%
DFCM
911
Dark Forest Capital Management
Puerto Rico
$789K +$671K +7,476 +569%
FNBTCON
912
First National Bank & Trust Co of Newtown
Pennsylvania
$787K – – –
ECM
913
Evergreen Capital Management
Washington
$784K +$260K +2,895 +50%
LFA
914
LGT Financial Advisors
Texas
$784K +$410K +4,574 +110%
LWA
915
Lineweaver Wealth Advisors
Ohio
$784K +$36.6K +408 +5%
IAIM
916
International Assets Investment Management
Florida
$783K +$20K +224 +3%
EI
917
Ethic Inc
New York
$781K -$35.8K -399 -4%
TWM
918
Thrive Wealth Management
Pennsylvania
$781K +$94.7K +1,055 +14%
GC
919
Grimes & Company
Massachusetts
$781K +$8.62K +96 +1%
WFS
920
Widmann Financial Services
Maryland
$779K +$26.7K +298 +4%
MFG
921
MidWestOne Financial Group
Iowa
$772K -$25.3K -282 -3%
WPC
922
Wedmont Private Capital
Pennsylvania
$770K +$66.5K +715 +9%
EWM
923
EPG Wealth Management
Georgia
$766K +$13.6K +152 +2%
MGIA
924
Moneta Group Investment Advisors
Missouri
$766K -$56.9K -634 -7%
GLR
925
Great Lakes Retirement
Ohio
$765K +$46.3K +516 +6%
35 36
37
38 39