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 %
CSC
1126
Caldwell Sutter Capital
California
$486K +$314K +3,497 +182%
PCM
1127
Princeton Capital Management
New Jersey
$486K +$90 +1 +0%
IA
1128
Icon Advisers
Colorado
$485K – – –
SSB
1129
Sandy Spring Bank
Maryland
$484K -$39.3K -438 -8%
RMDI
1130
R.M. Davis Inc
Maine
$481K +$80.8K +900 +20%
AIM
1131
Aspen Investment Management
Michigan
$480K – – –
CWM
1132
C2C Wealth Management
Arizona
$480K – – –
SIM
1133
Sentry Investment Management
Wisconsin
$479K – – –
PWM
1134
PBMares Wealth Management
Virginia
$478K – – –
SWA
1135
Sutton Wealth Advisors
Florida
$477K +$11.8K +132 +3%
ILI
1136
Invesco LLC (Illinois)
Illinois
$474K +$474K +5,284 New
FM
1137
Family Management
New York
$474K -$26.8K -299 -5%
MA
1138
MBA Advisors
Pennsylvania
$473K +$8.97K +100 +2%
TCM
1139
Teza Capital Management
Illinois
$473K +$473K +5,276 New
GIA
1140
Gladstone Institutional Advisory
Florida
$473K +$69.2K +771 +17%
GC
1141
Garde Capital
Washington
$473K +$473K +5,273 New
Members Trust
1142
Members Trust
Florida
$471K +$471K +5,253 New
BWM
1143
BCGM Wealth Management
Indiana
$471K +$65.2K +727 +16%
C
1144
CEDRUS
Colorado
$471K +$21.2K +236 +5%
HBT
1145
Hills Bank & Trust
Iowa
$470K – – –
WPW
1146
Waldron Private Wealth
Pennsylvania
$468K +$72.3K +806 +18%
NP
1147
NorthRock Partners
Minnesota
$467K -$160K -1,781 -25%
CA
1148
Crewe Advisors
Utah
$467K +$3.59K +40 +0.8%
HI
1149
Horizon Investments
North Carolina
$466K +$78.3K +873 +20%
Connor, Clark & Lunn Investment Management (CC&L)
1150
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$465K +$465K +5,180 New
44 45
46
47 48