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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 %
T
1426
TRUADVICE
Florida
$252K +$3.44K +37 +1%
CCT
1427
Capital City Trust
Florida
$252K -$26.9K -300 -10%
CW
1428
Cook Wealth
North Carolina
$252K -$94 -1 -0%
MCM
1429
Mainstay Capital Management
Michigan
$251K – – –
TC
1430
Trilogy Capital
California
$250K +$250K +2,642 New
SAM
1431
Summit Asset Management
Tennessee
$250K -$17.1K -191 -6%
BIA
1432
Beacon Investment Advisors
Maryland
$250K -$26.4K -294 -10%
SEP
1433
Southland Equity Partners
Missouri
$248K +$4.22K +47 +2%
JC
1434
JB Capital
Connecticut
$248K -$1.26K -14 -0.5%
NAS
1435
Nicolet Advisory Services
Wisconsin
$246K -$64.9K -717 -21%
MCM
1436
McRae Capital Management
New Jersey
$246K – – –
TA
1437
TFG Advisers
Michigan
$246K +$21.3K +237 +9%
WQ
1438
Wealth Quarterback
New Jersey
$245K -$1.71K -19 -0.7%
FC
1439
FCA Corp
Texas
$244K – – –
GHAM
1440
Gilman Hill Asset Management
Connecticut
$243K -$84.7K -944 -26%
NSG
1441
Nalls Sherbakoff Group
Tennessee
$243K -$4.46K -50 -2%
FH
1442
FWG Holdings
Florida
$242K +$717 +8 +0.3%
BWP
1443
Balboa Wealth Partners
Arizona
$242K +$90 +1 +0%
DGAM
1444
Desjardins Global Asset Management
Quebec, Canada
$242K – – –
NC
1445
NBW Capital
Massachusetts
$241K +$37.2K +414 +18%
PPW
1446
Pasadena Private Wealth
California
$239K +$2.78K +31 +1%
RDFA
1447
Ritter Daniher Financial Advisory
Ohio
$239K +$269 +3 +0.1%
SMH
1448
Sanders Morris Harris
Texas
$238K – – –
VFPW
1449
Vantage Financial Partners (Wisconsin)
Wisconsin
$237K -$7.63K -85 -3%
IAM
1450
Innovis Asset Management
Illinois
$237K -$3.32K -37 -1%
56 57
58
59 60