DUK icon

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 %
MAG
1326
Mayfair Advisory Group
Alabama
$330K – – –
PP
1327
PDS Planning
Ohio
$328K +$127K +1,321 +64%
LI
1328
Lafayette Investments
Maryland
$328K -$96.5K -1,000 -23%
AL
1329
Aspiriant LLC
California
$327K -$6.18K -64 -2%
PL
1330
Perpetual Ltd
Australia
$327K +$327K +3,389 New
SFG
1331
StrategIQ Financial Group
Indiana
$324K – – –
MSWMA
1332
Market Street Wealth Management Advisors
Indiana
$322K – – –
SLT
1333
St Louis Trust
Missouri
$322K – – –
CI Investments Inc
1334
CI Investments Inc
Ontario, Canada
$321K +$112K +1,160 +53%
CWS
1335
Cypress Wealth Services
California
$320K -$53.3K -552 -14%
GL
1336
Graypoint LLC
New York
$319K +$57.1K +592 +22%
IAMOG
1337
Investors Asset Management of Georgia
Georgia
$318K +$3.57K +37 +1%
CBFP
1338
Cedar Brook Financial Partners
Ohio
$317K +$56.8K +589 +22%
SIA
1339
Strategic Investment Advisors
Michigan
$316K -$99K -1,026 -24%
EWA
1340
EverSource Wealth Advisors
Alabama
$316K -$79.9K -828 -20%
BHWM
1341
Bar Harbor Wealth Management
New Hampshire
$315K -$289 -3 -0.1%
FWM
1342
ForthRight Wealth Management
Georgia
$315K +$1.83K +19 +0.6%
AIC
1343
Argus Investors Counsel
New York
$314K +$314K +3,259 New
MWP
1344
Meridian Wealth Partners
Pennsylvania
$314K +$11.3K +117 +4%
SCA
1345
Stokes Capital Advisors
South Carolina
$313K +$13.3K +138 +4%
EFG
1346
Everhart Financial Group
Ohio
$313K +$313K +3,242 New
BBNB
1347
Baker Boyer National Bank
Washington
$310K – – –
WA1
1348
Wimmer Associates 1
California
$309K -$11.6K -120 -4%
NSIM
1349
North Star Investment Management
Illinois
$308K – – –
H
1350
HoyleCohen
California
$307K -$7.62K -79 -2%
52 53
54
55 56