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 %
CAC
1676
Core Alternative Capital
Georgia
$78K -$13.1K -136 -14%
CSWM
1677
Cassady Schiller Wealth Management
Ohio
$75.7K +$1.93K +20 +3%
LTI
1678
Laffer Tengler Investments
Tennessee
$72.9K +$15.4K +160 +27%
JWA
1679
JFS Wealth Advisors
Pennsylvania
$72.6K +$1.74K +18 +2%
LIA
1680
Luken Investment Analytics
Tennessee
$69.6K – – –
SIS
1681
Sound Income Strategies
Florida
$69.2K -$22.4K -232 -24%
BWAM
1682
Boyd Watterson Asset Management
Ohio
$67.2K – – –
VCM
1683
Versant Capital Management
Arizona
$66.6K +$10.6K +110 +19%
WIM
1684
Westside Investment Management
California
$64.7K – – –
EDRH
1685
Edmond de Rothschild Holding
Switzerland
$64.3K – – –
RDIA
1686
RE Dickinson Investment Advisors
Iowa
$64K -$4.75K -49 -7%
PCTC
1687
Perkins Coie Trust Company
Washington
$63.8K – – –
WSCM
1688
Wellington Shields Capital Management
New York
$62.6K – – –
FWM
1689
Focused Wealth Management
New York
$61.7K +$37.3K +387 +153%
JGIA
1690
Jackson Grant Investment Advisers
Connecticut
$61.4K +$4.44K +46 +8%
CWA
1691
Clearview Wealth Advisors
Oregon
$61.3K +$290 +3 +0.5%
ACM
1692
Antonetti Capital Management
Florida
$61.3K -$8.2K -85 -12%
M
1693
MOTCO
Texas
$60.5K -$159K -1,651 -72%
GFPC
1694
Global Financial Private Client
Florida
$59.7K +$16K +168 +37%
TFM
1695
TFC Financial Management
Massachusetts
$58.1K +$2.41K +25 +4%
APW
1696
Atlantic Private Wealth
North Carolina
$57.7K +$57.7K +599 New
BAM
1697
Bellevue Asset Management
Washington
$57.5K -$15K -155 -21%
EL
1698
EMFO LLC
Florida
$56.3K – – –
SCA
1699
Stuart Chaussee & Associates
California
$56.2K – – –
IRAG
1700
Investment Research & Advisory Group
Georgia
$56.2K -$23.6K -244 -30%
66 67
68
69 70