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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 %
RMAM
1251
Raab & Moskowitz Asset Management
New Jersey
$369K +$2.78K +31 +0.8%
TIMH
1252
Tilt Investment Management Holdings
New York
$369K – – –
HIA
1253
Harbor Investment Advisory
Maryland
$367K +$2.96K +33 +0.8%
RFA
1254
Register Financial Advisors
Georgia
$366K +$179 +2 +0%
CCA
1255
Cobblestone Capital Advisors
New York
$365K +$19.2K +214 +6%
LCM
1256
LVM Capital Management
Michigan
$365K -$4.67K -52 -1%
ACI
1257
Alpha Cubed Investments
California
$364K -$8.71K -97 -2%
GIP
1258
Greatmark Investment Partners
Georgia
$364K +$21K +234 +6%
OCG
1259
Opus Capital Group
Ohio
$364K -$10.1K -113 -3%
BFAG
1260
Blackston Financial Advisory Group
Florida
$363K -$55.9K -623 -13%
CIS
1261
Connors Investor Services
Pennsylvania
$363K -$7.9K -88 -2%
VCM
1262
Vigilant Capital Management
Maine
$362K +$215K +2,400 +147%
CG
1263
CFO4Life Group
Texas
$362K +$26.5K +295 +8%
AWM
1264
Accel Wealth Management
Iowa
$361K +$269 +3 +0.1%
PWAM
1265
Pinnacle West Asset Management
Wyoming
$361K -$2.24K -25 -0.6%
RWM
1266
Ritholtz Wealth Management
New York
$361K -$63.6K -709 -15%
VP
1267
Verum Partners
North Carolina
$360K +$360K +4,010 New
WC
1268
Wexford Capital
Florida
$359K +$359K +4,000 New
DWM
1269
Destination Wealth Management
California
$359K -$107K -1,190 -23%
MAP
1270
Milestone Advisory Partners
North Carolina
$357K -$133K -1,483 -27%
BFA
1271
Bill Few Associates
Pennsylvania
$356K -$25.6K -285 -7%
CI
1272
CX Institutional
Indiana
$356K -$60.6K -675 -15%
BP
1273
Ballentine Partners
Massachusetts
$356K -$523K -5,832 -60%
PA
1274
Probity Advisors
Texas
$355K +$355K +3,957 New
PWLP
1275
Prio Wealth Limited Partnership
Massachusetts
$354K -$21.1K -235 -6%
49 50
51
52 53