DUK icon

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 %
VWM
1476
Valley Wealth Managers
New Jersey
$237K -$7.81K -81 -3%
ACM
1477
Altrius Capital Management
North Carolina
$236K -$35.1K -364 -13%
FFWA
1478
FRG Family Wealth Advisors
Washington
$236K – – –
BWM
1479
Blossom Wealth Management
California
$236K +$33.5K +347 +17%
DAC
1480
Dividend Assets Capital
South Carolina
$236K – – –
GAM
1481
Griffin Asset Management
New York
$235K +$1.25K +13 +0.5%
SWP
1482
Semus Wealth Partners
Florida
$235K +$4.73K +49 +2%
ITIM
1483
Indiana Trust & Investment Management
Indiana
$235K -$42K -435 -15%
SCI
1484
S&CO Inc
Massachusetts
$235K – – –
RWA
1485
Redhawk Wealth Advisors
Minnesota
$235K +$12K +124 +5%
CCFM
1486
Clear Creek Financial Management
Washington
$234K +$234K +2,430 New
BIM
1487
Bridges Investment Management
Nebraska
$234K – – –
AFGAS
1488
Allegiance Financial Group Advisory Services
Virginia
$234K – – –
TA
1489
TrueWealth Advisors
Alabama
$233K +$96 +1 +0%
RCWM
1490
Royal Capital Wealth Management
Indiana
$233K – – –
LA
1491
Latitude Advisors
Florida
$233K -$50.3K -521 -18%
BOM
1492
Bank of Marin
California
$232K -$28.9K -300 -11%
BCM
1493
Boltwood Capital Management
California
$232K +$15.4K +160 +7%
HS
1494
Horan Securities
United States
$231K -$20.8K -216 -8%
MA
1495
Mezzasalma Advisors
New Jersey
$231K -$3.86K -40 -2%
WFI
1496
West Family Investments
California
$230K -$364K -3,773 -61%
RC
1497
Roundview Capital
New Jersey
$229K -$12.2K -126 -5%
SRSA
1498
S.R. Schill & Associates
Washington
$229K -$2.22K -23 -1%
CPWA
1499
Cerro Pacific Wealth Advisors
California
$229K -$380K -3,938 -62%
CA
1500
CapWealth Advisors
Tennessee
$228K -$6.27K -65 -3%
58 59
60
61 62