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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
$735M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$299M
3
Two Sigma Investments
Two Sigma Investments
New York
$154M
4
American Century Companies
American Century Companies
Missouri
$489M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$480M

Top Sellers

1
BlackRock
BlackRock
New York
$5.13B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.97B
3
Bank of America
Bank of America
North Carolina
$665M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
5
APG Asset Management
APG Asset Management
Netherlands
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
126
Magellan Asset Management
Australia
$29.7M +$3.65M +40,669 +14%
UB
127
UMB Bank
Missouri
$29.7M +$114K +1,275 +0.4%
CB
128
Commerce Bank
Missouri
$29.6M -$352K -3,922 -1%
WA
129
WestEnd Advisors
North Carolina
$28.9M +$28.9M +321,756 New
FP
130
Foundry Partners
Minnesota
$28.8M +$28.8M +321,082 New
M&T Bank
131
M&T Bank
New York
$27.9M -$154K -1,719 -0.5%
CFC
132
Cincinnati Financial Corp
Ohio
$27.8M – – –
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$27.4M +$40.4K +450 +0.1%
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
$27.3M -$19.2M -213,571 -41%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$27.1M -$1.01M -11,267 -4%
Millennium Management
136
Millennium Management
New York
$26.7M +$21.7M +241,380 +431%
ACM
137
Advisors Capital Management
New Jersey
$26.6M +$4.02M +44,797 +18%
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$26.1M -$65.2K -727 -0.2%
CCMG
139
Clark Capital Management Group
Pennsylvania
$25.9M +$798K +8,887 +3%
MFA
140
Mayflower Financial Advisors
Massachusetts
$25.7M -$3.5K -39 -0%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$24.9M +$858K +9,560 +4%
BG
142
Bollard Group
Massachusetts
$24.1M +$251K +2,792 +1%
AA
143
ALPS Advisors
Colorado
$24M -$904K -10,070 -4%
PI
144
PineBridge Investments
New York
$23.7M +$22.7M +252,905 +2,202%
Nomura Asset Management
145
Nomura Asset Management
Japan
$23.7M +$58.7K +654 +0.2%
BC
146
Bruce & Co
Illinois
$23.4M – – –
Marshall Wace
147
Marshall Wace
United Kingdom
$23.2M +$8.4M +93,554 +57%
Renaissance Technologies
148
Renaissance Technologies
New York
$22.7M -$24.1M -268,900 -52%
MML Investors Services
149
MML Investors Services
Massachusetts
$22.7M +$3.66M +40,734 +19%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$22.6M -$15.7M -175,412 -41%
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