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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 %
AAS
1576
Annex Advisory Services
Wisconsin
$203K +$1.06K +11 +0.5%
FNA
1577
First National Advisers
Nebraska
$201K +$6.45K +67 +3%
LWM
1578
Liberty Wealth Management
California
$201K +$201K +2,082 New
CWP
1579
CFM Wealth Partners
Texas
$201K – – –
AWM
1580
AAF Wealth Management
Massachusetts
$200K +$200K +2,076 New
CP
1581
Castleview Partners
Texas
$197K +$7.33K +76 +4%
LC
1582
Lindbrook Capital
California
$196K -$34.2K -355 -15%
BAAM
1583
Baker Avenue Asset Management
California
$195K +$174K +1,799 +800%
PB
1584
Pinnacle Bancorp
Nebraska
$192K – – –
DMBA
1585
Deseret Mutual Benefit Administrators
Utah
$191K – – –
VNA
1586
Valley National Advisers
Pennsylvania
$190K – – –
CCC
1587
Chelsea Counsel Company
California
$188K – – –
AIM
1588
Acropolis Investment Management
Missouri
$186K – – –
WWP
1589
WR Wealth Planners
Missouri
$185K +$150K +1,557 +425%
CM
1590
Cercano Management
Washington
$185K – – –
CSC
1591
Caldwell Sutter Capital
California
$185K +$185K +1,918 New
OSNBOA
1592
Old Second National Bank of Aurora
Illinois
$185K -$132K -1,372 -42%
TAIM
1593
TD Ameritrade Investment Management
Nebraska
$184K -$59.6K -618 -24%
AA
1594
Alta Advisers
United Kingdom
$183K – – –
SCM
1595
Silvant Capital Management
Georgia
$182K – – –
BWP
1596
Baldwin Wealth Partners
Massachusetts
$180K – – –
AAP
1597
Arax Advisory Partners
Colorado
$176K +$9.07K +94 +5%
SSG
1598
Summit Securities Group
New York
$175K -$210K -2,177 -55%
TCM
1599
Tradewinds Capital Management
Washington
$175K – – –
CB
1600
Community Bank
New York
$173K -$166K -1,725 -49%
62 63
64
65 66