DUK icon

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 %
DCBT
1626
Dakota Community Bank & Trust
North Dakota
$134K -$482 -5 -0.4%
AP
1627
Atwood & Palmer
Missouri
$133K – – –
FMTCOCP
1628
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$133K – – –
PPWM
1629
PFG Private Wealth Management
Florida
$130K +$19.8K +205 +18%
BC
1630
Barrett & Company
Rhode Island
$128K -$20.1K -208 -14%
FFA
1631
Farther Finance Advisors
California
$128K +$8.2K +85 +7%
PMFA
1632
Plante Moran Financial Advisors
Michigan
$128K +$386 +4 +0.3%
DFCM
1633
Dark Forest Capital Management
Puerto Rico
$127K +$127K +1,314 New
IRC
1634
Investors Research Corp
Georgia
$126K – – –
NECFA
1635
New England Capital Financial Advisors
Connecticut
$126K +$96 +1 +0.1%
FDCDDQ
1636
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K -$46.1K -478 -27%
HCM
1637
Hollencrest Capital Management
California
$124K -$96 -1 -0.1%
GWS
1638
Glassman Wealth Services
Virginia
$124K -$26.7K -277 -18%
WPWM
1639
Western Pacific Wealth Management
Illinois
$122K +$8.39K +87 +7%
CLOS
1640
Compagnie Lombard Odier SCmA
Switzerland
$121K – – –
KFI
1641
Key Financial Inc
Pennsylvania
$119K -$4.82K -50 -4%
CWM
1642
Cranbrook Wealth Management
Michigan
$119K +$38.6K +400 +48%
RWM
1643
Ruedi Wealth Management
Illinois
$116K – – –
TAM
1644
Tucker Asset Management
Colorado
$116K +$59K +611 +103%
BAM
1645
Byrne Asset Management
New Jersey
$113K – – –
CFFP
1646
Center for Financial Planning
Michigan
$110K +$11.4K +118 +12%
TFA
1647
Toth Financial Advisory
Virginia
$110K -$17.4K -180 -14%
CM
1648
Cornerstone Management
Georgia
$109K +$289 +3 +0.3%
AT
1649
Avalon Trust
New Mexico
$109K +$109K +1,127 New
TWA
1650
TCI Wealth Advisors
Arizona
$108K +$1.45K +15 +1%
64 65
66
67 68