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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 %
ACG
1151
Allen Capital Group
Nebraska
$462K -$269 -3 -0.1%
FPGK
1152
Financial Partners Group (Kansas)
Kansas
$461K +$179 +2 +0%
SS
1153
Sunbelt Securities
Texas
$461K – – –
SWM
1154
Silverlake Wealth Management
Vermont
$459K +$22.5K +251 +5%
PSFG
1155
Prairie Sky Financial Group
Illinois
$458K +$458K +5,102 New
LMKC
1156
L.M. Kohn & Company
Ohio
$456K +$62.8K +700 +16%
KA
1157
KLCM Advisors
Wisconsin
$456K +$31.4K +350 +7%
HI
1158
Hendershot Investments
Virginia
$455K – – –
P
1159
&Partners
Tennessee
$455K -$37.8K -421 -8%
FWP
1160
Firethorn Wealth Partners
Georgia
$454K +$24.5K +273 +6%
CFA
1161
CWS Financial Advisors
Michigan
$448K -$21K -234 -4%
CT
1162
Clearstead Trust
Maine
$448K -$105K -1,093 -19%
MCWS
1163
McKinley Carter Wealth Services
West Virginia
$448K +$897 +10 +0.2%
WDA
1164
Wendell David Associates
New Hampshire
$446K – – –
FAM
1165
Flaharty Asset Management
Florida
$443K +$120K +1,339 +37%
CAL
1166
Capital Analysts LLC
Pennsylvania
$442K +$15.5K +173 +4%
BFIM
1167
Beese Fulmer Investment Management
Ohio
$440K -$13K -145 -3%
AF
1168
Apexium Financial
Texas
$440K +$17.9K +200 +4%
ABC
1169
Associated Banc-Corp
Wisconsin
$437K +$11.2K +125 +3%
SGK
1170
Steigerwald Gordon & Koch
Virginia
$436K -$2.69K -30 -0.6%
WI
1171
Wintrust Investments
Illinois
$436K +$2.24K +25 +0.5%
HWA
1172
Heritage Wealth Advisors
Virginia
$436K – – –
ST
1173
Spinnaker Trust
Maine
$435K -$5.38K -60 -1%
MIC
1174
Means Investment Company
Maine
$435K -$3.86K -43 -0.9%
PCS
1175
Personal CFO Solutions
New Jersey
$435K -$52.5K -585 -11%
45 46
47
48 49