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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 %
LSPW
926
Lake Street Private Wealth
Illinois
$778K +$233K +2,417 +43%
ACM
927
AlphaStar Capital Management
North Carolina
$773K -$9.85M -102,077 -93%
GLR
928
Great Lakes Retirement
Ohio
$773K +$27.4K +284 +4%
CA
929
Cornerstone Advisory
Maryland
$772K +$164K +1,695 +27%
BL
930
Balentine LLC
Georgia
$771K -$93.5K -969 -11%
DAM
931
Doheny Asset Management
California
$770K +$193K +2,000 +33%
FPFS
932
First Personal Financial Services
North Carolina
$769K -$75.2K -780 -9%
CAM
933
Centre Asset Management
New York
$767K -$23.2K -241 -3%
WI
934
WrapManager Inc
California
$765K +$55K +570 +8%
SWM
935
Segment Wealth Management
Texas
$761K -$18.8K -195 -2%
BHIA
936
Birch Hill Investment Advisors
Massachusetts
$761K – – –
IB
937
Intrust Bank
Kansas
$760K +$115K +1,196 +18%
MAM
938
Madison Asset Management
Wisconsin
$760K -$159K -1,645 -17%
PFO
939
Pathstone Family Office
New Jersey
$758K -$2.98M -30,823 -80%
FCFS
940
First Command Financial Services
Texas
$758K +$46.1K +478 +6%
FCB
941
First Command Bank
Texas
$758K +$46.1K +478 +6%
SG
942
Stonnington Group
California
$757K -$98.9K -998 -12%
SC
943
Steph & Co
Wisconsin
$751K +$84.2K +873 +13%
OIA
944
Optimum Investment Advisors
Illinois
$751K – – –
TCA
945
Transcend Capital Advisors
New Jersey
$751K -$45.2K -469 -6%
CS
946
Capital Square
Tennessee
$751K -$25K -251 -3%
PA
947
Prossimo Advisors
California
$750K -$965 -10 -0.1%
WPC
948
Wedmont Private Capital
Pennsylvania
$750K +$81.6K +823 +12%
ACS
949
Archford Capital Strategies
Illinois
$750K +$39.2K +397 +6%
CAI
950
Capital Advisors Inc
Oklahoma
$748K -$50.5K -524 -6%
36 37
38
39 40