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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 %
TCMP
1051
Thrive Capital Management (Pennsylvania)
Pennsylvania
$572K +$36.4K +406 +7%
HFM
1052
Hartford Funds Management
Pennsylvania
$572K +$50.1K +558 +10%
MA
1053
MJP Associates
Connecticut
$569K -$51.9K -578 -8%
RF
1054
Rollins Financial
Georgia
$569K -$281K -3,135 -33%
FIM
1055
Fruth Investment Management
Texas
$568K -$8.97K -100 -2%
AWA
1056
Arkadios Wealth Advisors
Georgia
$567K -$20.5K -228 -3%
HCP
1057
Hexagon Capital Partners
Arkansas
$567K +$92.2K +1,027 +19%
XF
1058
XML Financial
Maryland
$567K +$538 +6 +0.1%
Los Angeles Capital Management
1059
Los Angeles Capital Management
California
$566K -$4.04K -45 -0.7%
OP
1060
ORG Partners
Indiana
$564K +$564K +6,257 New
OFG
1061
OmniStar Financial Group
North Carolina
$563K +$5.65K +63 +1%
OL
1062
Optas LLC
Texas
$563K +$179 +2 +0%
WCM
1063
Washington Capital Management
Washington
$563K – – –
ETC
1064
Exchange Traded Concepts
Oklahoma
$562K -$16.9K -188 -3%
BS
1065
Bessemer Securities
New York
$561K -$40.4K -450 -7%
CAM
1066
Carret Asset Management
New York
$560K -$56.3K -627 -9%
DA
1067
Doliver Advisors
Texas
$560K +$46.2K +515 +9%
AWM
1068
Avior Wealth Management
Nebraska
$558K +$23.1K +257 +4%
MCM
1069
Manchester Capital Management
Vermont
$556K -$938K -10,454 -63%
FFWM
1070
Future Financial Wealth Management
Ohio
$554K +$1.8K +20 +0.3%
HW
1071
Hancock Whitney
Mississippi
$554K +$32.9K +367 +6%
FHB
1072
First Hawaiian Bank
Hawaii
$553K -$179 -2 -0%
GIA
1073
Gateway Investment Advisers
Ohio
$551K +$42.8K +477 +8%
VA
1074
Valmark Advisers
Ohio
$550K +$102K +1,139 +23%
SC
1075
Scotia Capital
Ontario, Canada
$550K -$141K -1,573 -20%
41 42
43
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