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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 %
PI
1026
PFG Investments
New York
$632K +$632K +6,546 New
TFA
1027
Transamerica Financial Advisors
Florida
$627K -$169K -1,750 -21%
KFA
1028
Kapstone Financial Advisors
Ohio
$626K – – –
PAG
1029
Powers Advisory Group
Illinois
$625K +$8.2K +85 +1%
SFI
1030
SPC Financial Inc
Maryland
$625K +$19.5K +202 +3%
ETC
1031
Exchange Traded Concepts
Oklahoma
$622K -$12.5M -129,301 -95%
FAM
1032
Formidable Asset Management
Ohio
$622K +$44.3K +463 +8%
CPSAC
1033
Chas P. Smith & Associates (CPS)
Florida
$621K +$2.6K +27 +0.4%
FIM
1034
Fruth Investment Management
Texas
$620K -$5.3K -55 -0.8%
HL
1035
HeadInvest LLC
Maine
$619K -$24.3K -252 -4%
KC
1036
Kingfisher Capital
North Carolina
$618K -$86.4K -896 -12%
WMA
1037
Wealth Management Associates
New Jersey
$615K +$5.5K +57 +0.9%
Los Angeles Capital Management
1038
Los Angeles Capital Management
California
$613K -$9.72M -100,705 -94%
GAMC
1039
Garner Asset Management Corp
Texas
$612K +$6.07K +63 +1%
RWA
1040
Ropes Wealth Advisors
Massachusetts
$611K +$5.02K +52 +0.8%
AIC
1041
Archer Investment Corporation
Indiana
$609K -$90.7K -958 -13%
CS
1042
Crescent Sterling
Louisiana
$608K +$187K +1,937 +44%
BC
1043
Burney Company
Virginia
$607K +$4.82K +50 +0.8%
FC
1044
FORA Capital
Florida
$607K +$607K +6,287 New
IAS
1045
Insigneo Advisory Services
Florida
$606K -$106K -1,100 -15%
WCM
1046
Washington Capital Management
Washington
$605K -$63.7K -660 -10%
OL
1047
Optas LLC
Texas
$605K +$99.3K +1,029 +20%
CSIC
1048
Clifford Swan Investment Counsel
California
$605K -$868 -9 -0.1%
XF
1049
XML Financial
Maryland
$604K +$35.5K +371 +6%
OFG
1050
OmniStar Financial Group
North Carolina
$600K +$1.54K +16 +0.3%
40 41
42
43 44