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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 %
TSWM
1626
Tyler-Stone Wealth Management
Ohio
$110K +$110K +1,230 New
RWM
1627
Ruedi Wealth Management
Illinois
$108K – – –
NRG
1628
Nemes Rush Group
Michigan
$107K +$107K +1,188 New
PMFA
1629
Plante Moran Financial Advisors
Michigan
$106K -$13.1K -146 -11%
WOSD
1630
WFA of San Diego
California
$105K +$105K +1,174 New
DAC
1631
Dividend Assets Capital
South Carolina
$105K -$99.9K -1,115 -49%
BAM
1632
Byrne Asset Management
New Jersey
$105K – – –
SIS
1633
Sound Income Strategies
Florida
$105K +$40.3K +449 +63%
AWM
1634
Atticus Wealth Management
Florida
$104K -$20.8K -232 -17%
SAM
1635
S.A. Mason
Michigan
$104K – – –
TFA
1636
Toth Financial Advisory
Virginia
$103K +$897 +10 +0.9%
VWM
1637
Venturi Wealth Management
Texas
$103K -$35.2K -392 -25%
KTC
1638
Kistler-Tiffany Companies
Pennsylvania
$102K +$9.33K +104 +10%
AT
1639
Avalon Trust
New Mexico
$101K – – –
WAM
1640
WFA Asset Management
Wisconsin
$99.5K +$807 +9 +0.8%
AWM
1641
AllSquare Wealth Management
New York
$95.2K – – –
DI
1642
Disciplined Investments
Oklahoma
$95.1K +$90 +1 +0.1%
AA
1643
Addison Advisors
Vermont
$92.7K – – –
PSB
1644
Piscataqua Savings Bank
New Hampshire
$92.3K -$2.24K -25 -2%
CTWM
1645
Cherry Tree Wealth Management
Minnesota
$92K +$92K +1,025 New
WB
1646
Webster Bank
Connecticut
$91.8K – – –
VIA
1647
Virtus Investment Advisers
Connecticut
$90.1K -$98.7K -1,100 -52%
MFC
1648
Mechanics Financial Corp
Ohio
$89.7K – – –
PWMG
1649
Prestige Wealth Management Group
New Jersey
$86.9K +$1.44K +16 +2%
CMP
1650
Coston McIsaac & Partners
Maine
$86K +$11K +124 +15%
64 65
66
67 68