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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 %
AFM
1501
Armstrong Fleming & Moore
District of Columbia
$217K +$217K +2,417 New
RCWM
1502
Royal Capital Wealth Management
Indiana
$217K – – –
RC
1503
Roundview Capital
New Jersey
$216K +$3.05K +34 +1%
PGF
1504
Plan Group Financial
Oklahoma
$216K +$216K +2,373 New
IP
1505
Ignite Planners
California
$216K -$4.67K -52 -2%
SCA
1506
Southern Capital Advisors
Tennessee
$216K +$6.64K +74 +3%
LA
1507
LexAurum Advisors
Kansas
$215K -$5.12K -57 -2%
BCM
1508
Boltwood Capital Management
California
$215K – – –
PMAM
1509
Penn Mutual Asset Management
Pennsylvania
$215K +$215K +2,400 New
DBT
1510
Dubuque Bank & Trust
Iowa
$215K -$62.8K -700 -23%
AL
1511
ADE LLC
Maryland
$215K +$215K +2,396 New
B
1512
Bridgeworth
Alabama
$215K -$15.8K -176 -7%
CBT
1513
CoreFirst Bank & Trust
Kansas
$215K -$13.5K -150 -6%
FMTCOCP
1514
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$214K +$89.8K +1,000 +72%
CA
1515
CapWealth Advisors
Tennessee
$214K +$1.17K +13 +0.5%
SRSA
1516
S.R. Schill & Associates
Washington
$213K – – –
RA
1517
Rational Advisors
New York
$213K +$213K +2,375 New
TI
1518
tru Independence
Oregon
$213K +$2.15K +24 +1%
FMTC
1519
Farmers & Merchants Trust Company
California
$213K – – –
NAG
1520
Northstar Advisory Group
New Jersey
$212K – – –
BOM
1521
Bank of Marin
California
$211K -$4.49K -50 -2%
GA
1522
Greytown Advisors
Florida
$211K +$179 +2 +0.1%
AWM
1523
Absher Wealth Management
North Carolina
$211K +$211K +2,346 New
RWI
1524
Red Wave Investments
Pennsylvania
$210K +$6.28K +70 +3%
RWA
1525
River Wealth Advisors
Pennsylvania
$210K -$22.4K -249 -10%
59 60
61
62 63