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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 %
AWAP
1226
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$411K -$12.5K -130 -3%
BFA
1227
Bill Few Associates
Pennsylvania
$410K +$12.1K +125 +3%
GP
1228
Greenline Partners
New York
$410K -$37.6K -390 -8%
1IA
1229
1834 Investment Advisors
Wisconsin
$408K +$41.7K +432 +11%
RAG
1230
RIA Advisory Group
Iowa
$408K -$6.66K -69 -2%
GWAG
1231
Garrett Wealth Advisory Group
Texas
$407K +$4.15K +43 +1%
BCA
1232
Bray Capital Advisors
Florida
$406K -$38.1K -395 -9%
AC
1233
ASB Consultores
Florida
$406K +$406K +4,205 New
FPGT
1234
Financial Partners Group (Tennessee)
Tennessee
$405K – – –
PWLP
1235
Prio Wealth Limited Partnership
Massachusetts
$403K -$15.4K -160 -4%
HAIM
1236
Hunter Associates Investment Management
Pennsylvania
$403K – – –
SSA
1237
Schonfeld Strategic Advisors
New York
$402K -$3.72M -38,526 -90%
PWP
1238
Phillips Wealth Planners
Mississippi
$402K +$5.15K +52 +1%
OCG
1239
Opus Capital Group
Ohio
$402K – – –
PFBT
1240
Parkside Financial Bank & Trust
Missouri
$402K +$27K +280 +7%
WLIM
1241
White Lighthouse Investment Management
Massachusetts
$401K – – –
LFA
1242
LGT Financial Advisors
Texas
$401K +$401K +4,159 New
ACI
1243
Alpha Cubed Investments
California
$401K -$101K -1,043 -20%
MGAM
1244
McGowan Group Asset Management
Texas
$401K +$36.3K +376 +10%
ORC
1245
O'Rourke & Company
Massachusetts
$400K -$11.5K -119 -3%
WIC
1246
Wilkins Investment Counsel
Massachusetts
$398K – – –
CIS
1247
Connors Investor Services
Pennsylvania
$398K – – –
QI
1248
Qtron Investments
Massachusetts
$398K -$240K -2,487 -38%
LCM
1249
LVM Capital Management
Michigan
$397K -$35.3K -366 -8%
KS
1250
Karpas Strategies
Connecticut
$397K +$965 +10 +0.2%
48 49
50
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