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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 %
PP
1701
PrairieView Partners
Minnesota
$35K – – –
APW
1702
Acima Private Wealth
Virginia
$33K -$4.49K -50 -12%
TFM
1703
TFC Financial Management
Massachusetts
$31.9K -$22.1K -246 -41%
AWM
1704
Ameliora Wealth Management
Switzerland
$31.4K – – –
FCT
1705
First Community Trust
Iowa
$31.2K -$17.9K -200 -36%
LD
1706
Lipe & Dalton
New York
$31K – – –
BIA
1707
Bell Investment Advisors
California
$30.4K -$19.8K -221 -39%
C
1708
Covestor
United Kingdom
$30K -$442 -5 -1%
TIM
1709
Tortoise Investment Management
New York
$30K – – –
LF
1710
Lee Financial
Texas
$29.9K -$11.2K -125 -27%
RWPA
1711
Richard W. Paul & Associates
Michigan
$28.6K +$2.42K +27 +9%
PP
1712
Pacifica Partners
Canada
$28.5K +$92 +1 +0.3%
GWSA
1713
Global Wealth Strategies & Associates
Colorado
$28.4K – – –
WOC
1714
West Oak Capital
California
$28.1K – – –
HB
1715
Horizon Bancorp
Indiana
$28K +$18.7K +208 +200%
IPW
1716
Impact Partnership Wealth
Georgia
$28K +$28K +312 New
AI
1717
AXS Investments
New York
$27.6K -$15.9K -177 -36%
GFPC
1718
Global Financial Private Client
Florida
$27.2K -$29.8K -328 -52%
NF
1719
Norwood Financial
Pennsylvania
$27.2K +$27.2K +303 New
PP
1720
PFS Partners
New Jersey
$26.9K – – –
LWA
1721
Lowe Wealth Advisors
Maryland
$26.8K – – –
GKIM
1722
GW&K Investment Management
Massachusetts
$26K +$26K +295 New
LWCFA
1723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.4K – – –
TFGT
1724
TS Financial Group (TSFG)
Illinois
$25K +$178 +2 +0.7%
MWM
1725
Mascoma Wealth Management
New Hampshire
$24.1K -$9.21K -100 -28%
67 68
69
70 71