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 %
CFO
1176
Callan Family Office
Pennsylvania
$434K -$14.7K -164 -3%
AC
1177
ASB Consultores
Florida
$432K +$54.7K +610 +15%
WFM
1178
Wolff Financial Management
Michigan
$432K – – –
AWM
1179
Accurate Wealth Management
Florida
$431K -$38K -409 -8%
BFC
1180
Bedel Financial Consulting
Indiana
$431K +$808 +9 +0.2%
TIA
1181
Traphagen Investment Advisors
New Jersey
$430K +$153K +1,700 +55%
MSFP
1182
Mark Sheptoff Financial Planning
Connecticut
$429K -$20.9K -233 -5%
CAM
1183
Cypress Asset Management
Texas
$429K -$6.73K -75 -2%
TIA
1184
Tiemann Investment Advisors
California
$429K +$21.5K +240 +5%
SP
1185
Symmetry Partners
Connecticut
$429K – – –
CI
1186
Conning Inc
Connecticut
$429K -$53.8K -600 -11%
GL
1187
Graypoint LLC
New York
$428K +$132K +1,469 +44%
GP
1188
Girard Partners
Pennsylvania
$428K -$27.9K -311 -6%
SF
1189
Slagle Financial
Illinois
$428K +$428K +4,771 New
WEG
1190
World Equity Group
Illinois
$427K +$427K +4,763 New
FMB
1191
Field & Main Bank
Kentucky
$424K +$5.83K +65 +1%
CF
1192
Centaurus Financial
California
$420K -$376K -4,188 -47%
WA
1193
Waddell & Associates
Tennessee
$419K +$419K +4,667 New
HS
1194
Horan Securities
United States
$418K +$203K +2,264 +94%
GB
1195
Goepper Burkhardt
South Carolina
$418K -$269 -3 -0.1%
EWA
1196
ERTS Wealth Advisors
Michigan
$418K +$12.3K +137 +3%
BFA
1197
Buttonwood Financial Advisors
Maryland
$415K +$78.9K +879 +23%
DSC
1198
Duncker Streett & Co
Missouri
$415K -$11.9K -133 -3%
CHA
1199
Carmichael Hill & Associates
Maryland
$414K -$18.1K -202 -4%
GWAG
1200
Garrett Wealth Advisory Group
Texas
$414K +$35.3K +393 +9%
46 47
48
49 50