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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 %
NHT
1376
New Hampshire Trust
New Hampshire
$297K -$5.69K -59 -2%
BIA
1377
Beacon Investment Advisors
Maryland
$297K +$2.03K +21 +0.7%
WMA
1378
West Michigan Advisors
Michigan
$296K +$77.7K +805 +35%
TC
1379
Truvestments Capital
Florida
$296K -$10.8K -112 -4%
LIA
1380
LSP Investment Advisors
New York
$295K – – –
CPSC
1381
Carl P. Sherr & Co
Massachusetts
$291K – – –
PG
1382
Prostatis Group
Maryland
$291K -$2.06K -21 -0.7%
FEM
1383
Fulcrum Equity Management
Texas
$290K +$2.9K +30 +1%
PIA
1384
Pinion Investment Advisors
Kansas
$290K -$27.7K -288 -9%
FAG
1385
Fortitude Advisory Group
Washington
$290K +$386 +4 +0.1%
AFG
1386
Allegheny Financial Group
Pennsylvania
$290K +$2.41K +25 +0.8%
ACM
1387
Alethea Capital Management
Washington
$289K – – –
HWMG
1388
Hurlow Wealth Management Group
Indiana
$289K – – –
CC
1389
Cadinha & Co
Hawaii
$287K – – –
FA
1390
Fagan Associates
New York
$287K – – –
SAM
1391
Summit Asset Management
Tennessee
$287K -$4.25K -44 -1%
BJL
1392
Brighton Jones LLC
Washington
$283K -$24.5K -254 -8%
NDSI
1393
Newman Dignan & Sheerar Inc
Rhode Island
$283K – – –
BTW
1394
Boston Trust Walden
Massachusetts
$281K -$45K -466 -14%
MCM
1395
McDonough Capital Management
Florida
$281K +$289 +3 +0.1%
NL
1396
NWAM LLC
Washington
$280K -$23.3K -241 -8%
MFWP
1397
Mosaic Family Wealth Partners
Missouri
$280K +$482 +5 +0.2%
PWPS
1398
Pinnacle Wealth Planning Services
Ohio
$279K +$77.4K +802 +38%
DU
1399
Delphia (USA)
Ontario, Canada
$279K +$279K +2,888 New
WBC
1400
West Branch Capital
Massachusetts
$278K -$2.12K -22 -0.8%
54 55
56
57 58