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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 %
MPCG
1551
Matrix Private Capital Group
New York
$200K – – –
BDF
1552
Black Diamond Financial
Maryland
$200K – – –
AF
1553
Advisornet Financial
Minnesota
$198K -$449 -5 -0.2%
CBT
1554
Central Bank & Trust
Kentucky
$197K -$5.74K -64 -3%
CG
1555
Cutler Group
California
$197K +$146K +1,634 +288%
TWM
1556
Tradition Wealth Management
Minnesota
$196K +$1.35K +15 +0.7%
HWA
1557
HHM Wealth Advisors
Tennessee
$196K – – –
IFAM
1558
Institutional & Family Asset Management
Colorado
$195K – – –
BSB
1559
Bangor Savings Bank
Maine
$194K -$3.59K -40 -2%
CAS
1560
Coppell Advisory Solutions
Texas
$193K +$193K +2,168 New
MCM
1561
MV Capital Management
Maryland
$192K -$15K -167 -7%
JFGIW
1562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$192K +$45.2K +504 +31%
OAM
1563
Ostrum Asset Management
France
$190K +$90 +1 +0%
MCM
1564
McMillion Capital Management
North Carolina
$189K – – –
AA
1565
AlphaMark Advisors
Kentucky
$187K +$31.7K +352 +20%
DMBA
1566
Deseret Mutual Benefit Administrators
Utah
$178K – – –
CCC
1567
Chelsea Counsel Company
California
$175K – – –
BWP
1568
Baldwin Wealth Partners
Massachusetts
$173K +$6.28K +70 +4%
CM
1569
Cercano Management
Washington
$172K – – –
OSNBOA
1570
Old Second National Bank of Aurora
Illinois
$172K – – –
BC
1571
Barrett & Company
Rhode Island
$171K +$52.3K +583 +44%
AA
1572
Alta Advisers
United Kingdom
$171K – – –
WWP
1573
WR Wealth Planners
Missouri
$170K -$2.15K -24 -1%
SCM
1574
Silvant Capital Management
Georgia
$169K – – –
GJIA
1575
Glass Jacobson Investment Advisors
Maryland
$164K +$164K +1,831 New
61 62
63
64 65