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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 %
Kayne Anderson Rudnick Investment Management
1401
Kayne Anderson Rudnick Investment Management
California
$277K +$13.1K +136 +5%
SRC
1402
Sage Rhino Capital
California
$276K +$48.8K +506 +22%
EWM
1403
Elmwood Wealth Management
California
$274K -$30.7K -318 -10%
EHWM
1404
Eads & Heald Wealth Management
Georgia
$273K +$30.4K +315 +13%
PCA
1405
Prosperity Capital Advisors
Ohio
$273K +$5.69K +59 +2%
BWA
1406
BDO Wealth Advisors
Florida
$273K – – –
SIG
1407
Spinnaker Investment Group
California
$272K – – –
GFP
1408
Gryphon Financial Partners
Ohio
$271K +$23.4K +243 +9%
CIAS
1409
CFS Investment Advisory Services
New Jersey
$271K -$250K -2,592 -48%
MCM
1410
Mainstay Capital Management
Michigan
$270K – – –
YIA
1411
YHB Investment Advisors
Connecticut
$269K +$482 +5 +0.2%
CA
1412
Clearstead Advisors
Ohio
$269K -$35.8K -371 -12%
WHCI
1413
W.H. Cornerstone Investments
Massachusetts
$268K -$13K -135 -5%
JC
1414
JB Capital
Connecticut
$267K +$5.31K +55 +2%
VFP
1415
Verus Financial Partners
Virginia
$266K -$8.73K -89 -3%
NSG
1416
Nalls Sherbakoff Group
Tennessee
$266K +$266K +2,766 New
CW
1417
Cook Wealth
North Carolina
$265K +$10K +101 +4%
NB
1418
Nicolet Bankshares
Wisconsin
$265K +$14.9K +154 +6%
T
1419
TRUADVICE
Florida
$265K +$265K +2,680 New
WQ
1420
Wealth Quarterback
New Jersey
$265K -$398K -4,129 -60%
SFO
1421
Stokes Family Office
Louisiana
$265K -$156K -1,622 -37%
MCM
1422
McRae Capital Management
New Jersey
$264K -$2.41K -25 -0.9%
VFPW
1423
Vantage Financial Partners (Wisconsin)
Wisconsin
$263K -$3.76K -39 -1%
SMF
1424
Sterling Manor Financial
New York
$263K – – –
SEP
1425
Southland Equity Partners
Missouri
$262K +$4.63K +48 +2%
55 56
57
58 59