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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 %
RT
1301
Rockland Trust
Massachusetts
$336K +$4.94K +55 +1%
AIP
1302
Almanack Investment Partners
Pennsylvania
$334K +$6.19K +69 +2%
RWP
1303
Revolve Wealth Partners
New Jersey
$333K +$987 +11 +0.3%
AC
1304
Abbrea Capital
California
$333K +$2.79K +31 +0.8%
AC
1305
AlphaCore Capital
California
$333K +$333K +3,706 New
DWM
1306
Darwin Wealth Management
Florida
$332K – – –
OWM
1307
OneAscent Wealth Management
Alabama
$330K -$73.5K -820 -18%
DA
1308
Detalus Advisors
Missouri
$329K +$179 +2 +0.1%
MM
1309
MQS Management
New York
$328K -$103K -1,148 -24%
RB
1310
Renasant Bank
Mississippi
$327K -$59.9K -667 -15%
RFN
1311
RDA Financial Network
Iowa
$325K +$325K +3,625 New
IPW
1312
IronBridge Private Wealth
Texas
$324K – – –
AC
1313
Aldebaran Capital
Indiana
$323K – – –
CBFP
1314
Cedar Brook Financial Partners
Ohio
$323K +$27.8K +310 +9%
NFG
1315
Nations Financial Group
Iowa
$322K +$90 +1 +0%
AAS
1316
Annex Advisory Services
Wisconsin
$321K +$133K +1,477 +70%
CIAS
1317
CFS Investment Advisory Services
New Jersey
$321K +$68.8K +766 +27%
CG
1318
Caprock Group
Idaho
$318K +$318K +3,545 New
BCMLT
1319
Beacon Capital Management LLC (Tennessee)
Tennessee
$318K +$1.53K +17 +0.5%
AAIS
1320
ABN AMRO Investment Solutions
$317K – – –
SEC
1321
Seven Eight Capital
New York
$317K -$756K -8,424 -70%
AIS
1322
AM Investment Strategies
Tennessee
$316K +$718 +8 +0.2%
P
1323
Pitcairn
Pennsylvania
$316K -$18.3K -204 -5%
CFS
1324
CRA Financial Services
New Jersey
$315K +$90 +1 +0%
FCFC
1325
First Citizens Financial Corp
Iowa
$315K +$315K +3,508 New
51 52
53
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