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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 %
GIA
1201
Gladstone Institutional Advisory
Florida
$435K -$10.9K -113 -2%
OWM
1202
OneAscent Wealth Management
Alabama
$434K -$44.7K -463 -9%
NPF
1203
Norris Perne & French
Michigan
$434K -$9.84K -102 -2%
CAM
1204
Costello Asset Management
Pennsylvania
$433K -$24.1K -250 -5%
HFAS
1205
Hummer Financial Advisory Services
Illinois
$432K -$12.2K -126 -3%
RMDI
1206
R.M. Davis Inc
Maine
$430K -$11.9K -123 -3%
SAM
1207
SignalPoint Asset Management
Missouri
$430K +$96 +1 +0%
DLA
1208
Douglas Lane & Associates
New York
$427K +$38.2K +396 +10%
TCFP
1209
Treasure Coast Financial Planning
Florida
$427K – – –
WPW
1210
Waldron Private Wealth
Pennsylvania
$425K +$172K +1,780 +68%
FPAS
1211
Focus Partners Advisor Solutions
Missouri
$424K +$49.3K +511 +13%
WPA
1212
West Paces Advisors
Georgia
$423K -$965 -10 -0.2%
LMKC
1213
L.M. Kohn & Company
Ohio
$423K -$4.15K -43 -1%
BFC
1214
Blue Fin Capital
Rhode Island
$422K -$3.53K -36 -0.8%
RBC
1215
Roble Belko & Company
Pennsylvania
$421K – – –
AF
1216
Aldebaran Financial
$421K -$418K -4,336 -50%
SMA
1217
Sage Mountain Advisors
Georgia
$420K +$212K +2,197 +102%
3IP
1218
3Chopt Investment Partners
Virginia
$419K – – –
QCIG
1219
Quad-Cities Investment Group
Iowa
$418K +$13.7K +142 +3%
AAIM
1220
Asset Advisors Investment Management
Georgia
$417K +$161K +1,665 +63%
AT
1221
Arden Trust
Delaware
$416K +$92.4K +959 +29%
RB
1222
Renasant Bank
Mississippi
$415K -$10.1K -105 -2%
PCP
1223
Proficio Capital Partners
Massachusetts
$414K +$56.8K +589 +16%
CGH
1224
CMG Global Holdings
Texas
$413K -$84.7K -878 -17%
HI
1225
Horizon Investments
North Carolina
$412K +$58.6K +614 +17%
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