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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 %
IIM
951
InTrack Investment Management
Vermont
$713K -$105K -1,168 -13%
FBB
952
Fulton Breakefield Broenniman
Maryland
$711K -$56K -624 -7%
CIC
953
Carnegie Investment Counsel
Ohio
$711K -$589K -6,568 -45%
CAI
954
Capital Advisors Inc
Oklahoma
$709K +$12.7K +142 +2%
SWM
955
Segment Wealth Management
Texas
$708K – – –
WWM
956
Western Wealth Management
Colorado
$708K -$15.8K -176 -2%
DAM
957
Doheny Asset Management
California
$708K -$8.98K -100 -1%
QIM
958
Quantitative Investment Management
Virginia
$708K +$708K +7,898 New
BHIA
959
Birch Hill Investment Advisors
Massachusetts
$708K – – –
LSPW
960
Lake Street Private Wealth
Illinois
$708K -$15.5K -173 -2%
MHS
961
M Holdings Securities
Oregon
$705K -$402K -4,476 -36%
RCM
962
Radnor Capital Management
Pennsylvania
$703K +$25.6K +285 +4%
MAM
963
Madison Asset Management
Wisconsin
$699K -$7.36K -82 -1%
PA
964
Prossimo Advisors
California
$698K – – –
FVWA
965
Foster Victor Wealth Advisors
South Carolina
$695K -$61.9K -676 -8%
LWAM
966
Legacy Wealth Asset Management
Minnesota
$694K +$269 +3 +0%
BONH
967
Bank of New Hampshire
New Hampshire
$694K +$38.9K +433 +6%
RWA
968
Ropes Wealth Advisors
Massachusetts
$693K +$125K +1,397 +22%
PWM
969
Perigon Wealth Management
California
$692K +$30.5K +340 +5%
WHC
970
Wulff, Hansen & Co
California
$689K – – –
CS
971
Capital Square
Tennessee
$687K +$11.9K +133 +2%
VWA
972
V Wealth Advisors
Kansas
$687K +$45.9K +511 +7%
DI
973
DFPG Investments
Utah
$687K +$476K +5,197 +226%
CIA
974
Cape Investment Advisory
Georgia
$683K +$52.3K +583 +8%
PAMG
975
Patton Albertson Miller Group
Tennessee
$681K -$193K -2,153 -22%
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