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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 %
UIA
1751
Ulland Investment Advisors
Minnesota
$15K – – –
CWM
1752
Cedar Wealth Management
California
$15K – – –
RTC
1753
Riverview Trust Company
Washington
$14.7K – – –
HI
1754
Hoey Investments
Pennsylvania
$13.5K +$13.5K +150 New
YAL
1755
Your Advocates Ltd
Texas
$12.9K +$10.8K +120 +500%
FSWA
1756
Financial Synergies Wealth Advisors
Texas
$12.7K -$6.1K -68 -32%
ANBT
1757
American National Bank & Trust
Texas
$12.5K -$62.5K -697 -83%
JWA
1758
JFS Wealth Advisors
Pennsylvania
$12K -$55.6K -619 -82%
DWA
1759
Delos Wealth Advisors
Texas
$11.8K – – –
RA
1760
Rise Advisors
New York
$11.8K -$8.16K -91 -41%
CCP
1761
Carmel Capital Partners
California
$11.7K -$75.5K -841 -87%
PO
1762
Private Ocean
California
$11K -$1.53K -17 -12%
HF
1763
Halpern Financial
Virginia
$11K – – –
ICM
1764
Intrepid Capital Management
Florida
$10.8K +$10.8K +120 New
EC
1765
Elequin Capital
New York
$10.5K +$10.5K +117 New
RG
1766
Retirement Group
California
$9.96K – – –
WFA
1767
West Financial Advisors
Iowa
$9.69K +$9.69K +108 New
BCM
1768
Bourgeon Capital Management
Connecticut
$8.35K – – –
BEI
1769
Benjamin Edwards Inc
Missouri
$8K -$34.8K -392 -81%
ODG
1770
O'Dell Group
Ohio
$7.45K +$7.45K +83 New
HWM
1771
Horizons Wealth Management
North Carolina
$6.91K +$2.6K +29 +60%
BWS
1772
Buck Wealth Strategies
Colorado
$6.39K +$90 +1 +1%
WIM
1773
WealthPlan Investment Management
Nebraska
$6.19K -$277K -3,082 -98%
WAS
1774
Winch Advisory Services
Wisconsin
$6K – – –
POIA
1775
Pin Oak Investment Advisors
Texas
$6K – – –
69 70
71
72 73