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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 %
RPCONE
976
Retirement Planning Company of New England
Rhode Island
$696K +$1.54K +16 +0.2%
ACM
977
Adalta Capital Management
New York
$695K +$9.55K +99 +1%
VWA
978
V Wealth Advisors
Kansas
$690K +$58.5K +606 +9%
DWT
979
Dorsey & Whitney Trust
South Dakota
$689K +$90.5K +938 +15%
GEA
980
Glen Eagle Advisors
New Jersey
$689K +$2.99K +31 +0.4%
CSI
981
Cross Staff Investments
New York
$687K – – –
PIMG
982
Patriot Investment Management Group
Tennessee
$683K -$31.4K -326 -4%
FFBTD
983
First Financial Bank - Trust Division
Ohio
$681K +$965 +10 +0.1%
AFG
984
Albion Financial Group
Utah
$680K – – –
WFG
985
Wills Financial Group
Virginia
$678K +$289 +3 +0%
CIA
986
Cape Investment Advisory
Georgia
$678K +$678K +7,024 New
CCWM
987
Cassaday & Co Wealth Management
Virginia
$677K +$91K +943 +16%
JGUA
988
John G. Ullman & Associates
New York
$677K -$1.06K -11 -0.2%
NP
989
NorthRock Partners
Minnesota
$674K +$62.8K +651 +10%
CAAS
990
Capital Asset Advisory Services
Michigan
$674K -$457K -4,742 -40%
TW
991
Transform Wealth
Colorado
$673K +$89.4K +927 +15%
PCM
992
Parsons Capital Management
Rhode Island
$672K – – –
WA
993
WBH Advisory
Maryland
$668K +$668K +6,925 New
MA
994
MJP Associates
Connecticut
$667K +$75K +777 +13%
FHC
995
First Heartland Consultants
Missouri
$664K +$193 +2 +0%
CFA
996
Compass Financial Advisors
Indiana
$664K +$4.05K +42 +0.6%
VIA
997
Vident Investment Advisory
Georgia
$663K +$164K +1,703 +33%
CAM
998
Carret Asset Management
New York
$663K -$21.2K -220 -3%
VAM
999
Verity Asset Management
North Carolina
$662K -$21.1K -219 -3%
AMBIA
1000
Allen Mooney & Barnes Investment Advisors
Georgia
$659K -$108K -1,124 -14%
38 39
40
41 42