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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 %
TCA
1101
Transcend Capital Advisors
New Jersey
$516K -$183K -2,039 -26%
GSEP
1102
Golden State Equity Partners
California
$513K +$513K +5,711 New
EGA
1103
E&G Advisors
Texas
$512K +$8.97K +100 +2%
BG
1104
Benedetti & Gucer
Georgia
$511K +$47.9K +533 +10%
NB
1105
NBT Bank
New York
$510K -$21.9K -244 -4%
PFA
1106
Petra Financial Advisors
Colorado
$506K +$269 +3 +0.1%
GWM
1107
Gray Wealth Management
Maine
$505K +$25K +279 +5%
BHC
1108
Bowen Hanes & Co
Florida
$503K -$19.7K -219 -4%
WSC
1109
Wellington Shields & Co
New York
$502K +$628 +7 +0.1%
IGWM
1110
ICA Group Wealth Management
Colorado
$502K -$42.8K -477 -8%
CT
1111
Chicago Trust
Illinois
$501K +$8.97K +100 +2%
CI Investments Inc
1112
CI Investments Inc
Ontario, Canada
$500K +$202K +2,248 +68%
ATC
1113
Adirondack Trust Company
New York
$499K -$22.7K -242 -4%
FBC
1114
Fairfield, Bush & Co
Connecticut
$499K – – –
GWP
1115
Gateway Wealth Partners
Wisconsin
$499K +$51.8K +577 +12%
DA
1116
Dover Advisors
Virginia
$498K -$30.9K -344 -6%
PVM
1117
Palogic Value Management
Texas
$497K – – –
BHBT
1118
Burke & Herbert Bank & Trust
Virginia
$496K -$432K -4,818 -47%
HCM
1119
Hengehold Capital Management
Ohio
$494K -$24.1K -268 -5%
WPI
1120
Walter Public Investments
Canada
$494K – – –
UM
1121
UniSuper Management
Australia
$494K +$494K +5,500 New
SIM
1122
Studio Investment Management
Illinois
$491K +$491K +5,475 New
OWA
1123
Octavia Wealth Advisors
Ohio
$490K +$152K +1,692 +45%
DE
1124
Day & Ennis
Georgia
$490K +$3.05K +34 +0.6%
BOPW
1125
Brandywine Oak Private Wealth
Pennsylvania
$487K +$359 +4 +0.1%
43 44
45
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