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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 %
LFA
1726
Legend Financial Advisors
Pennsylvania
$23.9K – – –
NIC
1727
Northwest Investment Counselors
Oregon
$23.3K -$538 -6 -2%
EAM
1728
Eukles Asset Management
Ohio
$23.3K – – –
HCM
1729
Highlander Capital Management
New Jersey
$23K – – –
AW
1730
Avion Wealth
Texas
$22K +$12.7K +144 +137%
OA
1731
Operose Advisors
Wisconsin
$21.4K – – –
WTG
1732
West Tower Group
Virginia
$21.2K +$21.2K +236 New
FPF
1733
First Pacific Financial
Washington
$21K +$21K +234 New
DAM
1734
Delta Asset Management
Tennessee
$20.7K – – –
SJIM
1735
St. Johns Investment Management
Florida
$20.3K – – –
BCPWM
1736
Bradley & Co Private Wealth Management
Florida
$19K – – –
GM
1737
GeoWealth Management
Illinois
$19K +$17.3K +186 +1,033%
PCM
1738
Perritt Capital Management
Illinois
$17.9K – – –
SWA
1739
SOA Wealth Advisors
New York
$17.8K +$179 +2 +1%
CWA
1740
Carolina Wealth Advisors
South Carolina
$17.7K +$17.7K +197 New
FFL
1741
Financial Freedom LLC
Ohio
$17.2K – – –
TWD
1742
True Wealth Design
Ohio
$17.1K -$3.51K -39 -17%
SA
1743
SRH Advisors
Kansas
$16.9K – – –
SIC
1744
SJS Investment Consulting
Ohio
$16.5K -$179 -2 -1%
FCG
1745
Financial Connections Group
California
$16K – – –
SFG
1746
Steward Financial Group
Texas
$16K +$9.81K +114 +158%
ACA
1747
Atlas Capital Advisors
Wyoming
$15.6K -$70K -780 -82%
CCM
1748
Chilton Capital Management
Texas
$15.5K -$10.4K -116 -40%
FP
1749
Financial Perspectives
Minnesota
$15.1K – – –
CPG
1750
Cornerstone Planning Group
New Jersey
$15K +$15K +168 New
68 69
70
71 72