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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 %
FC
1426
FCA Corp
Texas
$262K – – –
MFS
1427
Mirabella Financial Services
United Kingdom
$260K +$260K +2,700 New
PRC
1428
Pearl River Capital
Michigan
$260K +$260K +2,698 New
BWP
1429
Balboa Wealth Partners
Arizona
$260K -$86.8K -900 -25%
DGAM
1430
Desjardins Global Asset Management
Quebec, Canada
$260K +$139K +1,436 +114%
FH
1431
FWG Holdings
Florida
$260K -$289 -3 -0.1%
RWP
1432
RWA Wealth Partners
Massachusetts
$259K -$7.14K -74 -3%
IAM
1433
Innovis Asset Management
Illinois
$258K +$13.1K +136 +5%
CWP
1434
Cyndeo Wealth Partners
Florida
$258K -$129K -1,332 -33%
GD
1435
Grandfield & Dodd
New York
$257K – – –
RDFA
1436
Ritter Daniher Financial Advisory
Ohio
$256K +$27.6K +286 +12%
SMH
1437
Sanders Morris Harris
Texas
$256K – – –
RWB
1438
RMR Wealth Builders
New Jersey
$256K +$256K +2,649 New
CWM
1439
Centurion Wealth Management
Virginia
$256K +$7.43K +77 +3%
WE
1440
Wealth Effects
Massachusetts
$255K +$96 +1 +0%
HGERS
1441
Householder Group Estate & Retirement Specialist
Arizona
$254K +$2.51K +26 +1%
PPW
1442
Pasadena Private Wealth
California
$254K +$19.4K +201 +8%
SSWM
1443
Strait & Sound Wealth Management
California
$253K +$1.64K +17 +0.7%
BCMO
1444
Buckingham Capital Management (Ohio)
Ohio
$252K +$2.51K +26 +1%
GG
1445
Gleason Group
Kentucky
$251K +$2.61K +27 +1%
RWA
1446
River Wealth Advisors
Pennsylvania
$250K -$48.5K -503 -16%
CNBTD
1447
Citizens National Bank Trust Department
Mississippi
$249K – – –
FIM
1448
Freedom Investment Management
Connecticut
$249K -$413K -4,285 -62%
KA
1449
Klingman & Associates
New York
$249K +$5.69K +59 +2%
HCA
1450
Horan Capital Advisors
Ohio
$249K +$48.1K +499 +24%
56 57
58
59 60