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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 %
PK
1476
Pflug Koory
Nebraska
$223K -$2.15K -24 -1%
MKC
1477
M. Kraus & Co
Vermont
$223K -$1.53K -17 -0.7%
SWIG
1478
Strategic Wealth Investment Group
Kentucky
$223K -$98.1K -1,093 -31%
SWM
1479
Sugarloaf Wealth Management
Georgia
$222K -$8.34K -93 -4%
BWM
1480
Blossom Wealth Management
California
$222K +$2.24K +25 +1%
EIA
1481
Edgemoor Investment Advisors
Maryland
$222K – – –
AFG
1482
Atomi Financial Group
New York
$222K +$222K +2,469 New
SIMG
1483
Sonora Investment Management Group
Arizona
$221K +$30.9K +344 +16%
SWP
1484
Semus Wealth Partners
Florida
$221K +$2.24K +25 +1%
RPC
1485
Rossmore Private Capital
Connecticut
$221K -$116K -1,297 -34%
MA
1486
MCF Advisors
Kentucky
$221K – – –
WAM
1487
Weatherly Asset Management
California
$221K +$179 +2 +0.1%
GAM
1488
Griffin Asset Management
New York
$220K +$1.26K +14 +0.6%
AFT
1489
Alpha Family Trust
California
$220K +$220K +2,450 New
PWPS
1490
Pinnacle Wealth Planning Services
Ohio
$220K -$39.7K -442 -15%
CCFM
1491
Clear Creek Financial Management
Washington
$220K +$1.44K +16 +0.7%
KA
1492
Klingman & Associates
New York
$219K -$12.3K -137 -5%
ITIM
1493
Indiana Trust & Investment Management
Indiana
$219K – – –
TFA
1494
Teamwork Financial Advisors
Texas
$218K +$218K +2,435 New
BST
1495
Bath Savings Trust
Maine
$218K -$4.04K -45 -2%
SCI
1496
S&CO Inc
Massachusetts
$218K – – –
BIM
1497
Bridges Investment Management
Nebraska
$218K – – –
SRC
1498
Sage Rhino Capital
California
$218K -$38.9K -433 -15%
SA
1499
Shilanski & Associates
Alaska
$217K +$808 +9 +0.4%
AFGAS
1500
Allegiance Financial Group Advisory Services
Virginia
$217K +$90 +1 +0%
58 59
60
61 62