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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 %
HNWAG
976
High Net Worth Advisory Group
Florida
$679K -$52.2K -582 -7%
FAIM
977
Financial Advocates Investment Management
Washington
$678K +$80.9K +901 +14%
WFG
978
Wills Financial Group
Virginia
$678K +$47.3K +527 +8%
HCM
979
Hodges Capital Management
Texas
$677K -$728K -8,274 Closed
KA
980
Kovack Advisors
Florida
$677K +$26.1K +291 +4%
CD
981
Chapin Davis
Maryland
$677K – – –
OIA
982
Optimum Investment Advisors
Illinois
$676K -$22.4K -250 -3%
FCFS
983
First Command Financial Services
Texas
$675K -$29.7K -331 -4%
FCB
984
First Command Bank
Texas
$675K -$29.7K -331 -4%
CGL
985
Clarius Group LLC
Washington
$669K +$72.6K +809 +12%
PEA
986
Park Edge Advisors
Ohio
$664K -$16.7K -186 -2%
CAAS
987
Capital Asset Advisory Services
Michigan
$662K +$12.2K +131 +2%
CWP
988
Concord Wealth Partners
Virginia
$656K +$133K +1,485 +25%
RPCONE
989
Retirement Planning Company of New England
Rhode Island
$651K +$3.95K +44 +0.6%
SL
990
Salomon & Ludwin
Virginia
$650K – – –
ACM
991
Adalta Capital Management
New York
$647K – – –
AMBIA
992
Allen Mooney & Barnes Investment Advisors
Georgia
$645K +$32K +357 +5%
ACM
993
AlphaStar Capital Management
North Carolina
$645K -$74.4K -829 -10%
PFGIA
994
Patriot Financial Group Insurance Agency
Massachusetts
$644K +$42.1K +469 +7%
SWS
995
SYSTM Wealth Solutions
Illinois
$642K +$87.1K +971 +16%
Lazard Asset Management
996
Lazard Asset Management
New York
$638K -$526K -5,879 -45%
WT
997
Washington Trust
Rhode Island
$637K +$36.3K +404 +6%
IAS
998
Investment Advisory Services
Texas
$635K +$28.5K +318 +5%
VAM
999
Verity Asset Management
North Carolina
$634K +$17.8K +198 +3%
AFG
1000
Albion Financial Group
Utah
$632K – – –
38 39
40
41 42