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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 %
CAM
1001
Cresset Asset Management
Illinois
$658K -$389K -4,032 -37%
FRA
1002
Front Row Advisors
California
$658K -$18.8K -195 -3%
EWM
1003
Endurance Wealth Management
Rhode Island
$657K +$51K +529 +8%
SFG
1004
Summit Financial Group
West Virginia
$655K – – –
GIA
1005
Guyasuta Investment Advisors
Pennsylvania
$653K -$19.8K -205 -3%
IAS
1006
Investment Advisory Services
Texas
$652K – – –
WPC
1007
Waters Parkerson & Co
Louisiana
$652K – – –
CFS
1008
Cannon Financial Strategists
Georgia
$652K +$162K +1,682 +33%
APIM
1009
Agate Pass Investment Management
Washington
$649K -$19.3K -200 -3%
SGI
1010
Summit Global Investments
Utah
$648K -$163K -1,687 -20%
PFGIA
1011
Patriot Financial Group Insurance Agency
Massachusetts
$647K +$50.3K +521 +8%
BS
1012
Bessemer Securities
New York
$646K – – –
WT
1013
Washington Trust
Rhode Island
$645K -$289 -3 -0%
SWM
1014
Stockman Wealth Management
Montana
$642K -$23.3K -242 -4%
FAIM
1015
Financial Advocates Investment Management
Washington
$642K +$8.3K +86 +1%
CGL
1016
Clarius Group LLC
Washington
$641K -$54.2K -562 -8%
CWM
1017
Cornerstone Wealth Management
Missouri
$641K +$641K +6,646 New
KCM
1018
Kanawha Capital Management
Virginia
$640K +$20.8K +216 +3%
ESB
1019
Essex Savings Bank
Connecticut
$638K +$6.37K +66 +1%
AA
1020
Advisory Alpha
Michigan
$636K -$191K -1,983 -23%
DFG
1021
Delta Financial Group
New Jersey
$636K -$49.8K -516 -7%
MIP
1022
Marietta Investment Partners
Wisconsin
$635K -$16K -166 -2%
FFC
1023
First Financial Corp
Indiana
$634K -$46.1K -478 -7%
AWA
1024
Arkadios Wealth Advisors
Georgia
$632K +$37.2K +386 +6%
CFCI
1025
Comprehensive Financial Consultants Institutional
Indiana
$632K +$48.1K +499 +8%
39 40
41
42 43