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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 %
TSS
951
Two Sigma Securities
New York
$748K +$320K +3,316 +75%
CF
952
Clarity Financial
Texas
$746K -$8.42M -87,308 -92%
RCAG
953
Rehmann Capital Advisory Group
Michigan
$746K +$11K +114 +1%
LWAM
954
Legacy Wealth Asset Management
Minnesota
$746K +$96 +1 +0%
SC
955
Scotia Capital
Ontario, Canada
$743K -$450K -4,662 -38%
WHC
956
Wulff, Hansen & Co
California
$740K -$4.82K -50 -0.6%
TWM
957
Thrive Wealth Management
Pennsylvania
$738K +$11.8K +122 +2%
WorldQuant Millennium Advisors
958
WorldQuant Millennium Advisors
New York
$737K – – –
AWA
959
AmeriServ Wealth Advisors
Pennsylvania
$736K -$138K -1,428 -16%
KCPG
960
Kavar Capital Partners Group
Kansas
$732K -$11.2K -116 -2%
PEA
961
Park Edge Advisors
Ohio
$732K +$160K +1,659 +28%
HCM
962
Hodges Capital Management
Texas
$728K +$61.9K +703 +9%
RCM
963
Radnor Capital Management
Pennsylvania
$728K +$193K +2,000 +36%
CD
964
Chapin Davis
Maryland
$728K +$83.9K +870 +13%
IMOV
965
Investment Management of Virginia
Virginia
$727K -$28K -290 -4%
JF
966
Jump Financial
Illinois
$723K +$723K +7,490 New
RCM
967
RB Capital Management
Nevada
$722K +$36.3K +376 +5%
PWM
968
Perigon Wealth Management
California
$711K -$55.9K -579 -7%
APG
969
Abacus Planning Group
South Carolina
$710K -$3.96K -41 -0.6%
BONH
970
Bank of New Hampshire
New Hampshire
$704K -$40.2K -417 -5%
CWM
971
Catalyst Wealth Management
Georgia
$703K +$166K +1,721 +31%
CB
972
Centennial Bank
Arkansas
$703K -$287K -2,976 -29%
SF
973
Summit Financial
New Jersey
$701K -$3.09K -32 -0.4%
KA
974
Kovack Advisors
Florida
$700K +$9.94K +103 +1%
SL
975
Salomon & Ludwin
Virginia
$699K -$57.9K -600 -8%
37 38
39
40 41