DUK icon

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 %
KCPG
1026
Kavar Capital Partners Group
Kansas
$598K -$83.3K -928 -12%
RFA
1027
Resurgent Financial Advisors
Georgia
$598K +$143K +1,591 +31%
PI
1028
PFG Investments
New York
$597K +$9.24K +103 +2%
WTC
1029
WhitTier Trust Company
Nevada
$596K +$171K +1,905 +40%
CIM
1030
Chiron Investment Management
New York
$596K +$596K +6,643 New
WPC
1031
Waters Parkerson & Co
Louisiana
$596K -$10.4K -116 -2%
CS
1032
Crescent Sterling
Louisiana
$595K +$28.8K +321 +5%
KC
1033
Kingfisher Capital
North Carolina
$594K +$19.5K +217 +3%
CPSAC
1034
Chas P. Smith & Associates (CPS)
Florida
$592K +$13.7K +153 +2%
MIP
1035
Marietta Investment Partners
Wisconsin
$591K – – –
CFG
1036
Cooper Financial Group
California
$589K +$48.5K +540 +9%
KFA
1037
Kapstone Financial Advisors
Ohio
$589K +$7.74K +84 +1%
SWM
1038
Stockman Wealth Management
Montana
$589K -$8.08K -90 -1%
ESB
1039
Essex Savings Bank
Connecticut
$588K -$5.47K -61 -0.9%
PAG
1040
Powers Advisory Group
Illinois
$586K +$4.58K +51 +0.8%
WA
1041
WBH Advisory
Maryland
$586K -$35.7K -398 -6%
KCM
1042
Kanawha Capital Management
Virginia
$585K -$10.1K -112 -2%
FAM
1043
Formidable Asset Management
Ohio
$584K +$808 +9 +0.1%
GIA
1044
Guyasuta Investment Advisors
Pennsylvania
$581K -$26.9K -300 -4%
AIC
1045
Archer Investment Corporation
Indiana
$578K +$1.35K +15 +0.2%
BIA
1046
Bigelow Investment Advisors
Maine
$578K +$24.6K +274 +4%
TFA
1047
Transamerica Financial Advisors
Florida
$577K -$6.29K -70 -1%
WMA
1048
Wealth Management Associates
New Jersey
$576K +$4.49K +50 +0.8%
PA
1049
PSI Advisors
Florida
$575K +$135K +1,500 +31%
RAG
1050
RIA Advisory Group
Iowa
$573K +$194K +2,163 +51%
40 41
42
43 44