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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 %
SWA
1001
Stratos Wealth Advisors
Ohio
$632K +$123K +1,367 +24%
CCP
1002
Cassia Capital Partners
North Carolina
$631K +$105K +1,172 +20%
JGUA
1003
John G. Ullman & Associates
New York
$630K – – –
CA
1004
CoreCap Advisors
Michigan
$628K +$628K +6,997 New
TW
1005
Transform Wealth
Colorado
$628K +$1.26K +14 +0.2%
PIMG
1006
Patriot Investment Management Group
Tennessee
$626K -$8.79K -98 -1%
PCM
1007
Parsons Capital Management
Rhode Island
$625K – – –
Arrowstreet Capital
1008
Arrowstreet Capital
Massachusetts
$621K +$300K +3,342 +94%
CCWM
1009
Cassaday & Co Wealth Management
Virginia
$621K -$8.97K -100 -1%
FFBTD
1010
First Financial Bank - Trust Division
Ohio
$619K -$14.8K -165 -2%
CFCI
1011
Comprehensive Financial Consultants Institutional
Indiana
$619K +$17.5K +191 +3%
EWM
1012
Endurance Wealth Management
Rhode Island
$618K +$6.91K +77 +1%
CSI
1013
Cross Staff Investments
New York
$614K -$24.8K -276 -4%
DFG
1014
Delta Financial Group
New Jersey
$614K +$22.1K +246 +4%
SFI
1015
SPC Financial Inc
Maryland
$613K +$31.5K +351 +5%
FRA
1016
Front Row Advisors
California
$612K – – –
AAS
1017
Ameritas Advisory Services
Nebraska
$611K -$993K -11,060 -62%
Edgewood Management
1018
Edgewood Management
Connecticut
$610K +$120K +1,334 +24%
SFG
1019
Summit Financial Group
West Virginia
$610K – – –
HL
1020
HeadInvest LLC
Maine
$609K +$7.13K +76 +1%
CFS
1021
Cannon Financial Strategists
Georgia
$606K – – –
FHC
1022
First Heartland Consultants
Missouri
$605K -$13.4K -149 -2%
GEA
1023
Glen Eagle Advisors
New Jersey
$600K -$40K -446 -6%
GIM
1024
Guardian Investment Management
California
$599K -$1.5M -14,226 -71%
APIM
1025
Agate Pass Investment Management
Washington
$599K -$4.49K -50 -0.7%
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