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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 %
OHWA
1301
Oak Hill Wealth Advisors
Virginia
$347K -$43.4K -450 -11%
FAM
1302
Flaharty Asset Management
Florida
$347K -$1.83K -19 -0.5%
NFG
1303
Nations Financial Group
Iowa
$346K +$27.2K +282 +9%
Arrowstreet Capital
1304
Arrowstreet Capital
Massachusetts
$345K +$345K +3,574 New
SWIG
1305
Strategic Wealth Investment Group
Kentucky
$345K -$183K -1,892 -35%
EF
1306
Empowered Funds
Pennsylvania
$344K +$108K +1,124 +46%
CC
1307
Corton Capital
Ontario, Canada
$343K +$343K +3,557 New
NAS
1308
Nicolet Advisory Services
Wisconsin
$342K +$23.1K +232 +7%
CCA
1309
Cravens & Co Advisors
Tennessee
$342K +$1.54K +16 +0.5%
BA
1310
Bellwether Advisors
Nebraska
$342K +$342K +3,541 New
TFP
1311
Tilia Fiduciary Partners
North Carolina
$341K +$868 +9 +0.3%
AAIS
1312
ABN AMRO Investment Solutions
$341K +$341K +3,532 New
BCMLT
1313
Beacon Capital Management LLC (Tennessee)
Tennessee
$340K -$19.2K -199 -5%
AIS
1314
AM Investment Strategies
Tennessee
$339K +$2.22K +23 +0.7%
JWM
1315
Jackson Wealth Management
Florida
$339K -$5.29M -54,826 -94%
CFS
1316
CRA Financial Services
New Jersey
$338K +$2.7K +28 +0.8%
PAI
1317
Pittenger & Anderson Inc
Nebraska
$338K +$24.1K +250 +8%
PIAS
1318
PCA Investment Advisory Services
Ohio
$337K +$337K +3,494 New
CIM
1319
CIM Investment Management
Pennsylvania
$337K +$337K +3,489 New
CAM
1320
Cozad Asset Management
Illinois
$336K – – –
AGC
1321
Aspen Grove Capital
Colorado
$336K -$4.15K -43 -1%
AP
1322
Appleton Partners
Massachusetts
$334K +$334K +3,458 New
SIC
1323
Sterling Investment Counsel
New York
$333K -$43.4K -450 -12%
CWM
1324
CarsonAllaria Wealth Management
Illinois
$333K +$1.74K +18 +0.5%
FBT
1325
First Bankers Trust
Kentucky
$331K +$6.85K +71 +2%
51 52
53
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