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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 %
CJL
1776
Cyrus J. Lawrence
New York
$12K -$88K -887 -88%
HF
1777
Halpern Financial
Virginia
$11.9K – – –
RG
1778
Retirement Group
California
$11K – – –
SC
1779
Schubert & Co
Texas
$10.8K -$96 -1 -0.9%
HB
1780
Horizon Bancorp
Indiana
$10K -$370K -3,847 -97%
AW
1781
Avion Wealth
Texas
$10K +$1.24K +13 +14%
EBA
1782
Eagle Bay Advisors
New York
$9.65K +$8.01K +83 +488%
BCM
1783
Bourgeon Capital Management
Connecticut
$8.97K – – –
WAS
1784
Winch Advisory Services
Wisconsin
$7K +$101 +1 +1%
WAM
1785
Worth Asset Management
Texas
$6.95K – – –
BWS
1786
Buck Wealth Strategies
Colorado
$6.8K +$6.8K +70 New
MCI
1787
MRP Capital Investments
Georgia
$6.08K – – –
POIA
1788
Pin Oak Investment Advisors
Texas
$6K – – –
SFG
1789
Steward Financial Group
Texas
$6K +$1.92K +23 +47%
MBFW
1790
Morton Brown Family Wealth
Pennsylvania
$5.69K +$5.69K +59 New
GPI
1791
General Partner Inc
Pennsylvania
$5.09K +$5.09K +51 New
RTL
1792
Red Tortoise LLC
Georgia
$5.02K -$14.2K -147 -74%
TCWA
1793
Ten Capital Wealth Advisors
Washington
$4.82K -$1.16K -12 -19%
HWM
1794
Horizons Wealth Management
North Carolina
$4.63K -$9.25K -96 -67%
RI
1795
Ridgewood Investments
New Jersey
$4.25K +$4.25K +44 New
MIA
1796
Milestone Investment Advisors
Wisconsin
$4.05K +$4.05K +42 New
HFM
1797
Harvest Fund Management
China
$4K -$13.1K -128 -77%
GI
1798
GS Investments
Minnesota
$3.09K – – –
SIA
1799
SkyView Investment Advisors
New Jersey
$3K +$3K +29 New
CQS
1800
Credential Qtrade Securities
$2.99K +$2.99K +31 New
70 71
72
73 74