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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 %
FFA
1601
Farther Finance Advisors
California
$135K +$16.6K +185 +14%
TH
1602
TCTC Holdings
Texas
$132K – – –
VC
1603
Vestor Capital
Illinois
$132K -$4.95K -55 -4%
RCG
1604
Rock Creek Group
District of Columbia
$132K -$21.1K -235 -14%
WPWM
1605
Western Pacific Wealth Management
Illinois
$131K +$17.1K +191 +15%
BWM
1606
Baystate Wealth Management
Massachusetts
$131K +$1.98K +22 +2%
CCA
1607
Column Capital Advisors
Indiana
$129K – – –
DCBT
1608
Dakota Community Bank & Trust
North Dakota
$127K +$2.69K +30 +2%
VSQM
1609
V-Square Quantitative Management
Illinois
$125K -$86.8K -967 -41%
AP
1610
Atwood & Palmer
Missouri
$124K – – –
CFFP
1611
Center for Financial Planning
Michigan
$123K +$21.3K +237 +21%
OPTFSNA
1612
Old Point Trust & Financial Services N A
Virginia
$122K +$122K +1,363 New
GWSG
1613
GPS Wealth Strategies Group
Colorado
$119K -$7.18K -80 -6%
FA
1614
Fiduciary Alliance
South Carolina
$118K +$118K +1,314 New
IRC
1615
Investors Research Corp
Georgia
$118K – – –
NECFA
1616
New England Capital Financial Advisors
Connecticut
$117K +$90 +1 +0.1%
JWM
1617
Janiczek Wealth Management
Colorado
$117K -$33.8K -377 -22%
SSG
1618
Summit Securities Group
New York
$117K -$45K -503 -28%
KFI
1619
Key Financial Inc
Pennsylvania
$117K +$6.1K +68 +6%
HCM
1620
Hollencrest Capital Management
California
$115K – – –
NMG
1621
New Millennium Group
Utah
$113K -$12.7K -141 -10%
FDCDDQ
1622
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K -$3.32K -37 -3%
CLOS
1623
Compagnie Lombard Odier SCmA
Switzerland
$112K – – –
CWM
1624
Cranbrook Wealth Management
Michigan
$111K – – –
CP
1625
Castleview Partners
Texas
$110K -$73.4K -818 -40%
63 64
65
66 67