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 %
EA
1076
Eudaimonia Advisors
Tennessee
$549K -$5.56K -62 -1%
QCG
1077
Quadrant Capital Group
Ohio
$547K -$401K -4,473 -42%
FFC
1078
First Financial Corp
Indiana
$547K -$43K -479 -7%
VWA
1079
Visionary Wealth Advisors
Illinois
$545K +$7.54K +84 +1%
AFP
1080
Ausdal Financial Partners
Iowa
$543K +$4.13K +46 +0.8%
RCM
1081
RB Capital Management
Nevada
$543K -$128K -1,431 -19%
ESCM
1082
Echo Street Capital Management
New York
$539K -$13.3K -148 -2%
SACTSONJ
1083
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$538K – – –
LIA
1084
LBMC Investment Advisors
Tennessee
$538K +$2.15K +24 +0.4%
LF
1085
Lantz Financial
Illinois
$538K +$35.5K +396 +7%
GWM
1086
GSB Wealth Management
Connecticut
$534K – – –
VVP
1087
Venture Visionary Partners
Ohio
$534K -$197K -2,193 -27%
SF
1088
Summit Financial
New Jersey
$534K -$119K -1,325 -18%
CSIC
1089
Clifford Swan Investment Counsel
California
$533K -$29.7K -331 -5%
BFS
1090
Bard Financial Services
Connecticut
$533K – – –
DWT
1091
Dorsey & Whitney Trust
South Dakota
$533K -$108K -1,205 -17%
MMG
1092
Monetary Management Group
Missouri
$532K – – –
CRI
1093
Colonial River Investments
Virginia
$528K -$29.2K -325 -5%
GCMG
1094
Gyroscope Capital Management Group
Florida
$528K +$44.2K +493 +9%
LBC
1095
Lowe Brockenbrough & Co
Virginia
$527K -$4.49K -50 -0.8%
BC
1096
Burney Company
Virginia
$523K -$41.7K -465 -7%
FMP
1097
Financial Management Professionals
Texas
$521K +$31K +345 +6%
KFA
1098
Krane Funds Advisors
New York
$520K +$520K +5,789 New
NB
1099
Northwest Bancshares
Pennsylvania
$519K +$3.59K +40 +0.7%
EFSCE
1100
Enterprise Financial Services Corp (EFSC)
Missouri
$516K -$2.87K -32 -0.6%
42 43
44
45 46