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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 %
TCM
1576
Tradewinds Capital Management
Washington
$162K +$179 +2 +0.1%
CB
1577
Community Bank
New York
$161K – – –
SC
1578
Stephens Consulting
Michigan
$160K – – –
VNA
1579
Valley National Advisers
Pennsylvania
$160K -$12.1K -135 -7%
ALAM
1580
Asahi Life Asset Management
Japan
$155K -$265K -2,950 -63%
PB
1581
Pinnacle Bancorp
Nebraska
$155K -$24.1K -269 -14%
GWS
1582
Glassman Wealth Services
Virginia
$154K +$38.7K +431 +34%
RFG
1583
RFP Financial Group
Georgia
$153K +$150K +1,674 +5,772%
AAP
1584
Arax Advisory Partners
Colorado
$151K -$12.8K -143 -8%
CSB
1585
City State Bank
Iowa
$150K +$24.7K +276 +20%
BAAM
1586
Baker Avenue Asset Management
California
$148K -$33.6K -374 -18%
TAIM
1587
TD Ameritrade Investment Management
Nebraska
$148K -$23.3K -260 -14%
CTB
1588
Country Trust Bank
Illinois
$148K – – –
SIS
1589
Strategic Investment Solutions
Illinois
$147K – – –
AF
1590
Arrow Financial
New York
$147K – – –
BHWM
1591
Beaird Harris Wealth Management
Texas
$147K – – –
SAM
1592
Shell Asset Management
Netherlands
$146K – – –
HT
1593
Headlands Technologies
Illinois
$143K +$130K +1,448 +985%
AIM
1594
Achmea Investment Management
Netherlands
$143K +$68.2K +759 +91%
IWP
1595
Icon Wealth Partners
Texas
$143K +$3.59K +40 +3%
KC
1596
Knuff & Co
California
$141K – – –
LFG
1597
Larson Financial Group
Missouri
$141K – – –
LC
1598
Lindbrook Capital
California
$140K -$42K -468 -23%
PPWM
1599
PFG Private Wealth Management
Florida
$139K +$18.4K +205 +15%
HBW
1600
Hazlett, Burt & Watson
West Virginia
$139K +$7.46K +83 +6%
62 63
64
65 66