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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 %
GAMC
1226
Garner Asset Management Corp
Texas
$389K -$181K -2,019 -32%
AFAS
1227
Acorn Financial Advisory Services
Virginia
$388K +$42.6K +475 +12%
TAM
1228
Tucker Asset Management
Colorado
$387K +$279K +3,109 +258%
MA
1229
MONECO Advisors
Connecticut
$387K -$21.7K -242 -5%
IWA
1230
Intercontinental Wealth Advisors
Texas
$386K -$112K -1,253 -23%
BFC
1231
Blue Fin Capital
Rhode Island
$386K – – –
BJL
1232
Brighton Jones LLC
Washington
$385K +$122K +1,356 +46%
STA
1233
Summit Trail Advisors
New York
$384K +$178K +1,980 +86%
WPA
1234
West Paces Advisors
Georgia
$383K -$10.3K -115 -3%
AWAP
1235
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$382K – – –
CWS
1236
Cypress Wealth Services
California
$380K +$75.6K +824 +25%
ES
1237
Eagle Strategies
New York
$378K +$24.5K +273 +7%
BCA
1238
Bray Capital Advisors
Florida
$377K – – –
HAIM
1239
Hunter Associates Investment Management
Pennsylvania
$377K +$3.93K +44 +1%
FPGT
1240
Financial Partners Group (Tennessee)
Tennessee
$376K – – –
PFBT
1241
Parkside Financial Bank & Trust
Missouri
$374K +$359 +4 +0.1%
LA
1242
Latitude Advisors
Florida
$373K +$157K +1,749 +72%
WLIM
1243
White Lighthouse Investment Management
Massachusetts
$373K – – –
CGH
1244
CMG Global Holdings
Texas
$372K -$11.7K -130 -3%
SMA
1245
Sage Mountain Advisors
Georgia
$372K -$19K -212 -5%
WIC
1246
Wilkins Investment Counsel
Massachusetts
$370K – – –
KS
1247
Karpas Strategies
Connecticut
$370K +$897 +10 +0.2%
QI
1248
Qtron Investments
Massachusetts
$370K – – –
W
1249
Wealthquest
Ohio
$370K +$165K +1,838 +81%
FCP
1250
Fidelis Capital Partners
Florida
$369K +$33.4K +372 +10%
48 49
50
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