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
$443M
2
Federated Hermes
Federated Hermes
Pennsylvania
$605M
3
GLA
Great Lakes Advisors
Illinois
$98M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$460M
5
ZP
Zimmer Partners
New York
$79.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.32B
2
Capital World Investors
Capital World Investors
California
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$636M
4
State Street
State Street
Massachusetts
$4.11B
5
Barclays
Barclays
United Kingdom
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1751
Delta Asset Management
Tennessee
$22.3K – – –
TWD
1752
True Wealth Design
Ohio
$22.1K +$6.76K +70 +44%
FCA
1753
Fortis Capital Advisors
Kansas
$21.9K +$3.38K +35 +18%
SJIM
1754
St. Johns Investment Management
Florida
$21.8K – – –
RA
1755
Rise Advisors
New York
$21.4K +$9.05K +94 +73%
BCPWM
1756
Bradley & Co Private Wealth Management
Florida
$20.5K – – –
FSWA
1757
Financial Synergies Wealth Advisors
Texas
$20.3K +$6.56K +68 +48%
PCM
1758
Perritt Capital Management
Illinois
$19.2K – – –
SWA
1759
SOA Wealth Advisors
New York
$19.1K – – –
FFL
1760
Financial Freedom LLC
Ohio
$18.5K – – –
FCG
1761
Financial Connections Group
California
$18K – – –
SIC
1762
SJS Investment Consulting
Ohio
$17.9K -$193 -2 -1%
SA
1763
SRH Advisors
Kansas
$17K – – –
UIA
1764
Ulland Investment Advisors
Minnesota
$17K – – –
FP
1765
Financial Perspectives
Minnesota
$16.2K – – –
CWM
1766
Cedar Wealth Management
California
$16.1K – – –
RTC
1767
Riverview Trust Company
Washington
$15.8K -$12.5K -130 -44%
SSC
1768
Syverson Strege & Co
Iowa
$15K +$192 +2 +1%
OCM
1769
Orion Capital Management
California
$14.5K – – –
HT
1770
Headlands Technologies
Illinois
$14.2K +$14.2K +147 New
SVCP
1771
Silicon Valley Capital Partners
California
$14.1K +$14.1K +146 New
PO
1772
Private Ocean
California
$13.5K – – –
MIM
1773
Macroview Investment Management
Maryland
$13.1K +$96 +1 +0.7%
DWA
1774
Delos Wealth Advisors
Texas
$12.7K – – –
RMC
1775
Resources Management Corp
Connecticut
$12K -$1.81M -29,226 -99%
69 70
71
72 73