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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 %
RMAM
1251
Raab & Moskowitz Asset Management
New Jersey
$394K – – –
RFA
1252
Register Financial Advisors
Georgia
$393K +$122K +1,265 +45%
HIA
1253
Harbor Investment Advisory
Maryland
$391K -$965 -10 -0.2%
PWAM
1254
Pinnacle West Asset Management
Wyoming
$391K +$391K +4,050 New
AHC
1255
Adell Harriman & Carpenter
Texas
$390K +$8.39K +87 +2%
MCM
1256
Marathon Capital Management
Maryland
$390K -$24.5K -254 -6%
TIMH
1257
Tilt Investment Management Holdings
New York
$389K +$49.3K +521 +15%
ACP
1258
Aveo Capital Partners
Colorado
$389K +$23.8K +247 +7%
AWM
1259
Accel Wealth Management
Iowa
$388K +$2.99K +31 +0.8%
FLPIM
1260
F.L. Putnam Investment Management
Massachusetts
$382K +$191K +1,977 +100%
ES
1261
Eagle Strategies
New York
$381K +$36.9K +382 +11%
CIG
1262
Cascade Investment Group
Colorado
$380K – – –
DG
1263
DMC Group
Alabama
$378K +$19.3K +203 +5%
WP
1264
Westmount Partners
California
$378K +$20.4K +211 +6%
NCM
1265
NCM Capital Management
New Jersey
$375K +$386 +4 +0.1%
WTA
1266
Washington Trust Advisors
Massachusetts
$373K – – –
PTP
1267
Platform Technology Partners
New York
$373K +$289 +3 +0.1%
FCP
1268
Fidelis Capital Partners
Florida
$372K +$92.8K +934 +33%
CCA
1269
Cobblestone Capital Advisors
New York
$372K +$137K +1,416 +58%
DW
1270
Domani Wealth
Pennsylvania
$371K +$15.4K +160 +4%
AFAS
1271
Acorn Financial Advisory Services
Virginia
$371K +$17.7K +184 +5%
GIP
1272
Greatmark Investment Partners
Georgia
$369K -$9.65K -100 -3%
DI
1273
Diligent Investors
California
$368K – – –
RMCM
1274
Reynders McVeigh Capital Management
Massachusetts
$367K – – –
MA
1275
MKT Advisors
California
$366K +$4.94K +50 +1%
49 50
51
52 53