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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 %
PA
926
Parallel Advisors
California
$763K -$24.2K -270 -3%
NFSG
927
Newbridge Financial Services Group
Florida
$760K -$73K -813 -9%
WI
928
WrapManager Inc
California
$755K +$44.1K +491 +6%
GI
929
Gradient Investments
Minnesota
$752K +$16.2K +181 +2%
CWM
930
Cornerstone Wealth Management
Missouri
$752K +$155K +1,732 +26%
TI
931
Truepoint Inc
Ohio
$750K +$750K +8,355 New
WBCM
932
Wilson & Boucher Capital Management
California
$747K -$8.97K -100 -1%
BB
933
Busey Bank
Illinois
$739K -$17.6K -196 -2%
AP
934
Americana Partners
Texas
$738K +$196K +2,183 +36%
SC
935
Steph & Co
Wisconsin
$737K +$38.4K +428 +5%
TTWM
936
TCV Trust & Wealth Management
Virginia
$737K -$65.7K -732 -8%
ICA
937
Infrastructure Capital Advisors
New York
$736K +$299K +3,328 +68%
AA
938
Advisory Alpha
Michigan
$735K +$143K +1,598 +24%
CA
939
Cornerstone Advisory
Maryland
$727K +$9.42K +105 +1%
GVAG
940
Great Valley Advisor Group
Delaware
$726K -$6.91K -77 -0.9%
HPC
941
HM Payson & Co
Maine
$726K -$2.51K -28 -0.3%
FNBOSM
942
First National Bank of South Miami
Florida
$724K -$26K -290 -3%
KFGK
943
Keystone Financial Group (Kentucky)
Kentucky
$723K +$723K +8,051 New
APG
944
Abacus Planning Group
South Carolina
$719K +$58.7K +654 +9%
MS
945
Madden Securities
Texas
$715K -$71.8K -800 -9%
FPFS
946
First Personal Financial Services
North Carolina
$715K – – –
RCAG
947
Rehmann Capital Advisory Group
Michigan
$714K +$20.6K +230 +3%
CAM
948
Centre Asset Management
New York
$714K – – –
BAM
949
Belpointe Asset Management
Nevada
$714K -$1.03M -11,450 -59%
AAG
950
Armstrong Advisory Group
Massachusetts
$713K -$98.9K -1,102 -12%
36 37
38
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