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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 %
TPWA
1526
TRUE Private Wealth Advisors
Oregon
$220K +$482 +5 +0.2%
FW
1527
FirstPurpose Wealth
Utah
$220K +$11.4K +118 +5%
NC
1528
NBW Capital
Massachusetts
$220K +$23.6K +245 +12%
AWS
1529
Arkfeld Wealth Strategies
Nebraska
$220K +$1.59K +16 +0.7%
RWI
1530
Red Wave Investments
Pennsylvania
$219K +$8.49K +88 +4%
FPWM
1531
FSB Premier Wealth Management
Iowa
$219K +$219K +2,273 New
LFG
1532
Lockerman Financial Group
California
$219K – – –
CTI
1533
Community Trust & Investment
Kentucky
$219K +$7.04K +73 +3%
ICP
1534
Interchange Capital Partners
Pennsylvania
$219K +$219K +2,269 New
CAM
1535
Cubic Asset Management
Massachusetts
$218K +$6.08K +63 +3%
CBT
1536
Central Bank & Trust
Kentucky
$218K -$10K -104 -4%
CWM
1537
Chesapeake Wealth Management
Virginia
$218K – – –
WC
1538
Westhampton Capital
North Carolina
$218K – – –
PWM
1539
Provident Wealth Management
Tennessee
$217K -$193 -2 -0.1%
MPCG
1540
Matrix Private Capital Group
New York
$215K +$1.06K +11 +0.5%
LWP
1541
Lumature Wealth Partners
Georgia
$215K +$3.67K +38 +2%
CAWM
1542
Capital Advisors Wealth Management
Washington
$215K +$3.96K +41 +2%
BDF
1543
Black Diamond Financial
Maryland
$215K – – –
CRIG
1544
Charter Research & Investment Group
Connecticut
$215K – – –
LIG
1545
Lokken Investment Group
Delaware
$214K +$14.6K +151 +7%
AF
1546
Advisornet Financial
Minnesota
$214K +$24.2K +251 +13%
RZH
1547
Relyea Zuckerberg Hanson
Connecticut
$213K +$213K +2,211 New
RPWA
1548
Regent Peak Wealth Advisors
Georgia
$213K +$10.8K +112 +5%
TCM
1549
True Capital Management
California
$213K +$24.2K +251 +13%
ERIM
1550
Eagle Ridge Investment Management
Connecticut
$212K +$212K +2,201 New
60 61
62
63 64