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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 %
FWTB
1376
First Western Trust Bank
Colorado
$282K +$1.35K +15 +0.5%
BMC
1377
Beaton Management Company
Massachusetts
$282K – – –
KIA
1378
Kraematon Investment Advisors
Massachusetts
$281K +$2.51K +28 +0.9%
PIP
1379
Peachtree Investment Partners
Florida
$281K -$1.26K -14 -0.4%
CFP
1380
Catalyst Financial Partners
Massachusetts
$281K +$987 +11 +0.4%
NSIM
1381
North Star Investment Management
Illinois
$280K -$5.92K -66 -2%
TC
1382
Truvestments Capital
Florida
$279K +$3.77K +42 +1%
LBA
1383
Letko, Brosseau & Associates
Quebec, Canada
$278K – – –
TC
1384
Telemus Capital
Michigan
$278K -$1.17K -13 -0.4%
VCAM
1385
Van Cleef Asset Management
Ohio
$278K -$4.49K -50 -2%
NHT
1386
New Hampshire Trust
New Hampshire
$277K +$1.17K +13 +0.4%
JWBC
1387
J.W. Burns & Co
New York
$277K – – –
BWA
1388
BDO Wealth Advisors
Florida
$276K +$22.8K +254 +9%
NL
1389
NWAM LLC
Washington
$276K +$16.1K +179 +6%
AP
1390
Appleton Partners
Massachusetts
$276K -$34.3K -382 -11%
FFA
1391
First Foundation Advisors
California
$275K +$54.8K +611 +25%
LIA
1392
LSP Investment Advisors
New York
$275K – – –
AMM
1393
American Money Management
California
$274K -$5.03K -56 -2%
RCM
1394
RNC Capital Management
California
$274K -$8.89K -99 -3%
JWM
1395
Jackson Wealth Management
Florida
$273K -$42.3K -471 -13%
FEM
1396
Fulcrum Equity Management
Texas
$273K +$3.05K +34 +1%
CPSC
1397
Carl P. Sherr & Co
Massachusetts
$270K -$987 -11 -0.4%
AT
1398
Arden Trust
Delaware
$269K -$118K -1,317 -31%
CC
1399
Cadinha & Co
Hawaii
$269K +$1.53K +17 +0.6%
HWMG
1400
Hurlow Wealth Management Group
Indiana
$268K -$359 -4 -0.1%
54 55
56
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