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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 %
VWM
1526
Valley Wealth Managers
New Jersey
$209K -$10.7K -119 -5%
SHFA
1527
SC&H Financial Advisors
Maryland
$207K -$1.8K -20 -0.9%
BCCM
1528
Bridge Creek Capital Management
Massachusetts
$207K – – –
KBFS
1529
Kohmann Bosshard Financial Services
Ohio
$206K +$206K +2,296 New
AWM
1530
AAF Wealth Management
Massachusetts
$206K +$19.6K +218 +11%
AWS
1531
Arkfeld Wealth Strategies
Nebraska
$206K +$1.66K +18 +0.8%
UAS
1532
United Asset Strategies
New York
$206K – – –
EIM
1533
Essex Investment Management
Massachusetts
$206K – – –
AC
1534
Apella Capital
Connecticut
$206K +$206K +2,290 New
BRA
1535
Bender Robert & Associates
California
$206K -$23.2K -259 -10%
CA
1536
Calton & Associates
Florida
$205K -$71.9K -801 -26%
BSSFA
1537
Baron Silver Stevens Financial Advisors
Florida
$205K -$2.96K -33 -1%
WFMPM
1538
Woodley Farra Manion Portfolio Management
Indiana
$205K +$205K +2,279 New
TA
1539
TrueWealth Advisors
Alabama
$204K -$12.8K -143 -6%
OPCM
1540
Osborne Partners Capital Management
California
$204K -$17.6K -196 -8%
AC
1541
Allstate Corporation
Illinois
$204K -$6.73K -75 -3%
LFG
1542
Lockerman Financial Group
California
$204K +$90 +1 +0%
KI
1543
Kapitalo Investimentos
Brazil
$204K +$204K +2,269 New
LCM
1544
LCM Capital Management
Illinois
$203K -$3.77K -42 -2%
CAM
1545
Cubic Asset Management
Massachusetts
$203K – – –
WC
1546
Westhampton Capital
North Carolina
$203K – – –
KC
1547
Kepos Capital
New York
$202K +$202K +2,251 New
LCM
1548
Lazari Capital Management
California
$202K +$202K +2,250 New
USB
1549
Union Savings Bank
Connecticut
$202K +$202K +2,155 New
RWA
1550
Redhawk Wealth Advisors
Minnesota
$201K -$17.6K -196 -8%
60 61
62
63 64