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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 %
FA
1401
Fagan Associates
New York
$267K – – –
AT
1402
American Trust
Kentucky
$267K -$13.5K -150 -5%
CA
1403
Clearstead Advisors
Ohio
$265K +$15K +167 +6%
PCA
1404
Prosperity Capital Advisors
Ohio
$265K +$10.7K +119 +4%
EWA
1405
EverSource Wealth Advisors
Alabama
$263K -$30.3K -338 -10%
NDSI
1406
Newman Dignan & Sheerar Inc
Rhode Island
$263K – – –
MCM
1407
McDonough Capital Management
Florida
$262K +$269 +3 +0.1%
BTW
1408
Boston Trust Walden
Massachusetts
$262K – – –
CT
1409
Cambridge Trust
Massachusetts
$261K -$24.7K -275 -9%
MFWP
1410
Mosaic Family Wealth Partners
Missouri
$260K -$449 -5 -0.2%
PCP
1411
Proficio Capital Partners
Massachusetts
$260K -$125K -1,398 -33%
FAG
1412
Fortitude Advisory Group
Washington
$259K -$10.6K -118 -4%
VFP
1413
Verus Financial Partners
Virginia
$259K +$381 +4 +0.1%
AWE
1414
Avidian Wealth Enterprises
Texas
$259K -$151K -1,680 -37%
Kayne Anderson Rudnick Investment Management
1415
Kayne Anderson Rudnick Investment Management
California
$258K – – –
EFG
1416
Everhart Financial Group
Ohio
$257K -$33.5K -373 -12%
EWM
1417
Elmwood Wealth Management
California
$255K – – –
EWM
1418
Empirical Wealth Management
Washington
$255K +$255K +2,843 New
GFP
1419
Gryphon Financial Partners
Ohio
$255K +$2.78K +31 +1%
WBC
1420
West Branch Capital
Massachusetts
$255K -$3.95K -44 -2%
SIG
1421
Spinnaker Investment Group
California
$254K +$987 +11 +0.4%
EHWM
1422
Eads & Heald Wealth Management
Georgia
$254K – – –
RWB
1423
RMR Wealth Builders
New Jersey
$254K +$16.1K +179 +7%
CWM
1424
Centurion Wealth Management
Virginia
$253K +$15.4K +172 +6%
OPPS
1425
Obsidian Personal Planning Solutions
Maryland
$253K +$253K +2,820 New
55 56
57
58 59