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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 %
WE
1451
Wealth Effects
Massachusetts
$237K +$90 +1 +0%
GG
1452
Gleason Group
Kentucky
$236K +$2.6K +29 +1%
NB
1453
Nicolet Bankshares
Wisconsin
$236K -$10.6K -118 -4%
FIM
1454
Freedom Investment Management
Connecticut
$234K +$2.96K +33 +1%
SSWM
1455
Strait & Sound Wealth Management
California
$233K -$1.89K -21 -0.8%
HCA
1456
Horan Capital Advisors
Ohio
$231K +$179 +2 +0.1%
CNBTD
1457
Citizens National Bank Trust Department
Mississippi
$231K -$449 -5 -0.2%
FPWM
1458
FSB Premier Wealth Management
Iowa
$231K +$26.8K +299 +13%
CWP
1459
Cyndeo Wealth Partners
Florida
$230K -$9.96K -111 -4%
YIA
1460
YHB Investment Advisors
Connecticut
$230K -$20.2K -225 -8%
BCMO
1461
Buckingham Capital Management (Ohio)
Ohio
$230K -$4.85K -54 -2%
TPWA
1462
TRUE Private Wealth Advisors
Oregon
$230K +$25.2K +281 +12%
SEM
1463
Strategic Equity Management
Arizona
$229K – – –
FFWA
1464
FRG Family Wealth Advisors
Washington
$229K +$9.42K +105 +4%
GD
1465
Grandfield & Dodd
New York
$229K -$9.69K -108 -4%
SN
1466
Sittner & Nelson
Oregon
$229K -$190K -2,122 -45%
AWAU
1467
Alliance Wealth Advisors (Utah)
Utah
$229K +$19.7K +219 +9%
MF
1468
Magnetar Financial
Illinois
$227K +$227K +2,533 New
HVP
1469
Hudson Value Partners
Florida
$227K – – –
MRCM
1470
M&R Capital Management
New Jersey
$226K +$15K +167 +7%
C
1471
Certuity
Florida
$225K +$13.3K +148 +6%
V
1472
VeraBank
Texas
$224K – – –
SJL
1473
Shayne & Jacobs LLC
Tennessee
$224K – – –
BWCS
1474
Beirne Wealth Consulting Services
Connecticut
$224K +$628 +7 +0.3%
FFM
1475
Forum Financial Management
Illinois
$224K +$224K +2,492 New
57 58
59
60 61