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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 %
DA
1076
Dover Advisors
Virginia
$568K +$34.8K +361 +7%
CCP
1077
Cassia Capital Partners
North Carolina
$565K -$7.62K -79 -1%
ECM
1078
Evergreen Capital Management
Washington
$563K +$66.4K +688 +13%
SSB
1079
Sandy Spring Bank
Maryland
$563K +$73.9K +766 +15%
CWP
1080
Concord Wealth Partners
Virginia
$562K +$61.4K +636 +12%
BHC
1081
Bowen Hanes & Co
Florida
$562K -$31.8K -330 -5%
HFM
1082
Hartford Funds Management
Pennsylvania
$561K +$83.8K +869 +18%
HW
1083
Hancock Whitney
Mississippi
$560K -$386 -4 -0.1%
EFSCE
1084
Enterprise Financial Services Corp (EFSC)
Missouri
$558K -$6.17K -64 -1%
HCM
1085
Hengehold Capital Management
Ohio
$557K +$1.74K +18 +0.3%
CT
1086
Clearstead Trust
Maine
$555K -$675 -7 -0.1%
ST
1087
Smithfield Trust
Pennsylvania
$554K +$418K +4,346 +308%
NB
1088
Northwest Bancshares
Pennsylvania
$554K -$17.8K -185 -3%
DA
1089
Doliver Advisors
Texas
$552K -$87.3K -905 -14%
SFP
1090
Sandbox Financial Partners
Maryland
$547K +$1.35K +14 +0.2%
SWA
1091
Stratos Wealth Advisors
Ohio
$547K -$4.34K -45 -0.8%
GIA
1092
Gateway Investment Advisers
Ohio
$547K +$16K +166 +3%
PFA
1093
Petra Financial Advisors
Colorado
$543K +$289 +3 +0.1%
MW
1094
MBL Wealth
North Carolina
$542K +$231K +2,396 +74%
PCMF
1095
Private Capital Management (Florida)
Florida
$542K +$136K +1,412 +34%
EGA
1096
E&G Advisors
Texas
$540K – – –
LF
1097
Lantz Financial
Illinois
$540K +$12.5K +130 +2%
WSC
1098
Wellington Shields & Co
New York
$539K +$579 +6 +0.1%
FM
1099
Family Management
New York
$538K -$71.9K -745 -12%
ATC
1100
Adirondack Trust Company
New York
$538K +$20.7K +215 +4%
42 43
44
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