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 %
CAG
1326
Crestwood Advisors Group
Massachusetts
$315K -$15.7K -175 -5%
PIAS
1327
PCA Investment Advisory Services
Ohio
$315K +$1.08K +12 +0.3%
SIC
1328
Sterling Investment Counsel
New York
$314K +$4.04K +45 +1%
PAI
1329
Pittenger & Anderson Inc
Nebraska
$314K – – –
CIM
1330
CIM Investment Management
Pennsylvania
$314K +$628 +7 +0.2%
CCA
1331
Cravens & Co Advisors
Tennessee
$312K -$5.3K -59 -2%
CWM
1332
CarsonAllaria Wealth Management
Illinois
$310K -$269 -3 -0.1%
MGAM
1333
McGowan Group Asset Management
Texas
$308K -$64.3K -716 -17%
PP
1334
PDS Planning
Ohio
$308K +$3.14K +35 +1%
FW
1335
FirstPurpose Wealth
Utah
$307K +$103K +1,145 +50%
WP
1336
WealthSource Partners
California
$307K -$19.3K -215 -6%
CAM
1337
Cozad Asset Management
Illinois
$307K -$5.92K -66 -2%
SFG
1338
StrategIQ Financial Group
Indiana
$307K +$5.38K +60 +2%
HFS
1339
Horizon Financial Services
North Carolina
$306K +$20.7K +231 +7%
SFP
1340
Sandbox Financial Partners
Maryland
$305K -$204K -2,274 -40%
LI
1341
Lafayette Investments
Maryland
$305K – – –
ST
1342
Smithfield Trust
Pennsylvania
$304K -$214K -2,377 -41%
MHR
1343
Matthew Hamilton Rosenberg
$303K -$33.5K -373 -10%
MCM
1344
Marathon Capital Management
Maryland
$303K -$59.8K -666 -16%
AL
1345
Aspiriant LLC
California
$302K -$2.6K -29 -0.9%
1IA
1346
1834 Investment Advisors
Wisconsin
$301K -$78.2K -871 -21%
PL
1347
Perpetual Ltd
Australia
$301K -$3.59K -40 -1%
TFP
1348
Tilia Fiduciary Partners
North Carolina
$300K -$17.1K -191 -5%
MSWMA
1349
Market Street Wealth Management Advisors
Indiana
$300K – – –
SLT
1350
St Louis Trust
Missouri
$299K – – –
52 53
54
55 56