DUK icon

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 %
CIG
1276
Cascade Investment Group
Colorado
$354K – – –
DLA
1277
Douglas Lane & Associates
New York
$353K -$44.1K -491 -11%
3IP
1278
3Chopt Investment Partners
Virginia
$353K -$36.8K -410 -9%
DG
1279
DMC Group
Alabama
$353K -$4.04K -45 -1%
WP
1280
Westmount Partners
California
$352K +$359 +4 +0.1%
CG
1281
Clarus Group
Texas
$351K +$351K +3,908 New
HIS
1282
Horizon Investment Services
Indiana
$351K -$441K -4,918 -56%
PTP
1283
Platform Technology Partners
New York
$350K -$909 -10 -0.3%
NCM
1284
NCM Capital Management
New Jersey
$349K +$449 +5 +0.1%
ORC
1285
O'Rourke & Company
Massachusetts
$349K -$23.7K -264 -6%
MAG
1286
Mayfair Advisory Group
Alabama
$348K +$44.9K +500 +15%
WTA
1287
Washington Trust Advisors
Massachusetts
$347K – – –
DJSG
1288
D.J. St. Germain
Massachusetts
$346K +$346K +3,856 New
MA
1289
MKT Advisors
California
$343K -$2.15K -23 -0.6%
PIA
1290
Pinion Investment Advisors
Kansas
$343K +$72.9K +812 +27%
GP
1291
Greenline Partners
New York
$343K -$38.2K -426 -10%
DI
1292
Diligent Investors
California
$342K – – –
RMCM
1293
Reynders McVeigh Capital Management
Massachusetts
$342K – – –
DA
1294
Drake & Associates
Wisconsin
$341K +$4.76K +53 +1%
AA
1295
Apriem Advisors
California
$341K +$17.9K +200 +6%
FHA
1296
Flagship Harbor Advisors
Massachusetts
$341K -$159K -1,776 -32%
KWMG
1297
King Wealth Management Group
Florida
$339K +$179 +2 +0.1%
BFM
1298
Boston Financial Management
Massachusetts
$338K -$120K -1,340 -26%
PWMAG
1299
Pinnacle Wealth Management Advisory Group
New Jersey
$338K -$86.6K -965 -20%
AAIM
1300
Asset Advisors Investment Management
Georgia
$338K -$50.3K -561 -13%
50 51
52
53 54