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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 %
FHA
1101
Flagship Harbor Advisors
Massachusetts
$537K +$120K +1,245 +29%
FBC
1102
Fairfield, Bush & Co
Connecticut
$537K +$537K +5,562 New
IWA
1103
Intercontinental Wealth Advisors
Texas
$536K -$9.84K -102 -2%
PVM
1104
Palogic Value Management
Texas
$534K – – –
VT
1105
Vise Technologies
New York
$532K +$31.5K +326 +6%
WPI
1106
Walter Public Investments
Canada
$531K – – –
P
1107
&Partners
Tennessee
$529K -$12.1K -125 -2%
CT
1108
Chicago Trust
Illinois
$529K – – –
Edgewood Management
1109
Edgewood Management
Connecticut
$527K – – –
FMP
1110
Financial Management Professionals
Texas
$527K +$28.8K +298 +6%
MAP
1111
Milestone Advisory Partners
North Carolina
$527K -$14.6K -151 -3%
PCS
1112
Personal CFO Solutions
New Jersey
$524K +$20.5K +213 +4%
DE
1113
Day & Ennis
Georgia
$523K +$3.09K +32 +0.6%
BOPW
1114
Brandywine Oak Private Wealth
Pennsylvania
$523K -$123K -1,271 -19%
PCM
1115
Princeton Capital Management
New Jersey
$522K -$92.5K -959 -15%
IA
1116
Icon Advisers
Colorado
$521K – – –
GCMG
1117
Gyroscope Capital Management Group
Florida
$520K +$46.8K +485 +10%
CI
1118
Conning Inc
Connecticut
$519K -$107K -1,112 -17%
CWM
1119
C2C Wealth Management
Arizona
$518K – – –
AIM
1120
Aspen Investment Management
Michigan
$516K -$966 -10 -0.2%
GWM
1121
Gray Wealth Management
Maine
$516K +$3.96K +41 +0.8%
SIM
1122
Sentry Investment Management
Wisconsin
$514K +$16.7K +173 +3%
PWM
1123
PBMares Wealth Management
Virginia
$514K +$98.7K +1,023 +24%
HCP
1124
Hexagon Capital Partners
Arkansas
$511K -$15.5K -161 -3%
HBT
1125
Hills Bank & Trust
Iowa
$505K -$3.67K -38 -0.7%
43 44
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