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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 %
CA
1651
Centerpoint Advisors
Massachusetts
$84K +$5.89K +66 +8%
JMF
1652
Johnson Midwest Financial
Iowa
$80.6K +$538 +6 +0.7%
KA
1653
Kozak & Associates
Colorado
$77.7K +$907 +10 +1%
MFT
1654
Moisand Fitzgerald Tamayo
Florida
$76.1K – – –
CAL
1655
Capital Advisors Ltd
Ohio
$76K +$42K +467 +123%
KC
1656
Kenfarb & Co
Kentucky
$75.8K – – –
CAC
1657
Core Alternative Capital
Georgia
$73.5K +$898 +10 +1%
CSWM
1658
Cassady Schiller Wealth Management
Ohio
$69K -$1.62K -18 -2%
LTI
1659
Laffer Tengler Investments
Tennessee
$67.8K – – –
GTAM
1660
Global Trust Asset Management
Florida
$65.8K -$9.24K -103 -12%
LIA
1661
Luken Investment Analytics
Tennessee
$64.7K – – –
BWAM
1662
Boyd Watterson Asset Management
Ohio
$62.5K – – –
WIM
1663
Westside Investment Management
California
$60.2K – – –
EDRH
1664
Edmond de Rothschild Holding
Switzerland
$59.9K – – –
PCTC
1665
Perkins Coie Trust Company
Washington
$59.3K – – –
WSCM
1666
Wellington Shields Capital Management
New York
$58.2K – – –
JGIA
1667
Jackson Grant Investment Advisers
Connecticut
$57.1K – – –
ACM
1668
Antonetti Capital Management
Florida
$57K – – –
M
1669
MOTCO
Texas
$56K -$269 -3 -0.5%
BAM
1670
Bellevue Asset Management
Washington
$56K +$2.52K +28 +5%
MIM
1671
Macroview Investment Management
Maryland
$55.3K +$43.1K +480 +353%
RDIA
1672
RE Dickinson Investment Advisors
Iowa
$55K -$4.51K -50 -8%
APW
1673
Atlantic Private Wealth
North Carolina
$54.3K +$538 +6 +1%
IRAG
1674
Investment Research & Advisory Group
Georgia
$52.9K +$628 +7 +1%
NBT
1675
Northwest Bank & Trust
Iowa
$52.8K +$52.8K +588 New
65 66
67
68 69