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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 %
CRI
1051
Colonial River Investments
Virginia
$599K +$13.6K +141 +2%
SWS
1052
SYSTM Wealth Solutions
Illinois
$596K -$79.3K -822 -12%
EA
1053
Eudaimonia Advisors
Tennessee
$596K -$31.5K -326 -5%
FHB
1054
First Hawaiian Bank
Hawaii
$595K +$13.7K +142 +2%
BIA
1055
Bigelow Investment Advisors
Maine
$594K -$45.3K -470 -7%
ESCM
1056
Echo Street Capital Management
New York
$594K -$319K -3,308 -35%
ACM
1057
Ategra Capital Management
Virginia
$593K -$93.9K -973 -14%
IGWM
1058
ICA Group Wealth Management
Colorado
$586K -$19.1K -198 -3%
FFWM
1059
Future Financial Wealth Management
Ohio
$585K -$106K -1,116 -15%
AP
1060
Americana Partners
Texas
$583K +$14.5K +150 +3%
CFG
1061
Cooper Financial Group
California
$582K +$65.6K +680 +13%
AFP
1062
Ausdal Financial Partners
Iowa
$579K -$6.27K -65 -1%
SACTSONJ
1063
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$579K – – –
VWA
1064
Visionary Wealth Advisors
Illinois
$578K +$101K +1,044 +21%
JFG
1065
Jefferies Financial Group
New York
$578K +$578K +5,990 New
IF
1066
Intrua Financial
Texas
$576K -$981K -10,071 -63%
LFA
1067
Legacy Financial Advisors
Kentucky
$576K +$17K +176 +3%
LIA
1068
LBMC Investment Advisors
Tennessee
$576K +$2.12K +22 +0.4%
AWM
1069
Avior Wealth Management
Nebraska
$575K -$81K -840 -12%
TCMP
1070
Thrive Capital Management (Pennsylvania)
Pennsylvania
$574K +$19.4K +202 +4%
GWM
1071
GSB Wealth Management
Connecticut
$574K -$389K -4,028 -40%
BFS
1072
Bard Financial Services
Connecticut
$573K – – –
MMG
1073
Monetary Management Group
Missouri
$572K -$28.9K -300 -5%
NB
1074
NBT Bank
New York
$572K +$13.7K +142 +2%
LBC
1075
Lowe Brockenbrough & Co
Virginia
$572K +$28.9K +300 +5%
41 42
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