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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 %
SIA
1351
Strategic Investment Advisors
Michigan
$297K +$2.33K +26 +0.8%
FLPIM
1352
F.L. Putnam Investment Management
Massachusetts
$296K -$59.2K -660 -17%
IAMOG
1353
Investors Asset Management of Georgia
Georgia
$296K – – –
CIA
1354
Cladis Investment Advisory
Montana
$295K +$14.7K +164 +5%
FWM
1355
ForthRight Wealth Management
Georgia
$295K +$1.8K +20 +0.6%
FBT
1356
First Bankers Trust
Kentucky
$294K -$13.5K -150 -4%
WMA
1357
West Michigan Advisors
Michigan
$294K +$17.9K +200 +7%
BHWM
1358
Bar Harbor Wealth Management
New Hampshire
$293K – – –
SCA
1359
Stokes Capital Advisors
South Carolina
$292K +$449 +5 +0.2%
JF
1360
Jump Financial
Illinois
$292K -$380K -4,237 -57%
PWMG
1361
Pinnacle Wealth Management Group
Michigan
$289K -$50.9K -567 -15%
BBNB
1362
Baker Boyer National Bank
Washington
$289K – – –
MWP
1363
Meridian Wealth Partners
Pennsylvania
$288K -$3.86K -43 -1%
SC
1364
Searle & Co
Connecticut
$288K – – –
WA1
1365
Wimmer Associates 1
California
$288K – – –
OHWA
1366
Oak Hill Wealth Advisors
Virginia
$287K -$36.8K -410 -11%
LWP
1367
Lumature Wealth Partners
Georgia
$287K +$86.3K +962 +43%
H
1368
HoyleCohen
California
$286K +$179 +2 +0.1%
PG
1369
Prostatis Group
Maryland
$286K +$276K +88,863 +3,003%
SFO
1370
Stokes Family Office
Louisiana
$285K +$39.2K +437 +16%
GWA
1371
GGM Wealth Advisors
Maryland
$285K +$285K +3,136 New
4WM
1372
44 Wealth Management
Oregon
$284K – – –
EB
1373
Exchange Bank
California
$283K +$283K +3,159 New
AGC
1374
Aspen Grove Capital
Colorado
$283K -$29.7K -331 -10%
MIC
1375
Meridian Investment Counsel
California
$282K – – –
53 54
55
56 57