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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 %
HI
1201
Hudock Inc
Pennsylvania
$412K +$897 +10 +0.2%
AWA
1202
AmeriServ Wealth Advisors
Pennsylvania
$411K -$274K -3,052 -40%
AIC
1203
Argus Investors Counsel
New York
$410K +$118K +1,311 +40%
SIC
1204
Sigma Investment Counselors
Michigan
$410K -$24.1K -269 -6%
WP
1205
WealthPLAN Partners
Nebraska
$409K -$44K -490 -10%
CWM
1206
Cordatus Wealth Management
Pennsylvania
$409K +$409K +4,561 New
ACM
1207
Ategra Capital Management
Virginia
$408K -$144K -1,604 -26%
CAM
1208
Campion Asset Management
Virginia
$407K +$1.8K +20 +0.4%
BWM
1209
Birchcreek Wealth Management
Ohio
$405K +$76.5K +853 +23%
CFO
1210
CVA Family Office
Colorado
$403K -$3.32K -37 -0.8%
PWP
1211
Phillips Wealth Planners
Mississippi
$403K +$39.2K +437 +11%
NPF
1212
Norris Perne & French
Michigan
$403K – – –
HFAS
1213
Hummer Financial Advisory Services
Illinois
$401K – – –
SAM
1214
SignalPoint Asset Management
Missouri
$399K -$1.26K -14 -0.3%
CAM
1215
Costello Asset Management
Pennsylvania
$398K -$4.31K -48 -1%
CCM
1216
Chiron Capital Management
Florida
$397K +$397K +4,425 New
TCFP
1217
Treasure Coast Financial Planning
Florida
$397K – – –
AHC
1218
Adell Harriman & Carpenter
Texas
$395K +$28.4K +313 +8%
CB
1219
Centennial Bank
Arkansas
$395K -$259K -2,885 -40%
BAM
1220
Blueshift Asset Management
New Jersey
$394K -$66.5K -741 -14%
AF
1221
Aldebaran Financial
$393K +$1.71K +19 +0.4%
ACP
1222
Aveo Capital Partners
Colorado
$392K +$30.3K +338 +8%
RBC
1223
Roble Belko & Company
Pennsylvania
$392K – – –
LFA
1224
Legacy Financial Advisors
Kentucky
$392K -$144K -1,610 -27%
QCIG
1225
Quad-Cities Investment Group
Iowa
$389K +$90 +1 +0%
47 48
49
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