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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 %
RAM
1801
Riggs Asset Management
Pennsylvania
$2.9K – – –
RFG
1802
RFP Financial Group
Georgia
$2.8K -$168K -1,740 -98%
TCA
1803
Trifecta Capital Advisors
Illinois
$2.8K – – –
ECM
1804
Everence Capital Management
Indiana
$2.46K – – –
YAL
1805
Your Advocates Ltd
Texas
$2.32K – – –
GM
1806
GeoWealth Management
Illinois
$2K +$2K +18 New
KFP
1807
KB Financial Partners
New Jersey
$1K – – –
2L
1808
25 LLC
Missouri
$792 +$792 +8 New
Capital World Investors
1809
Capital World Investors
California
– -$394M -3,830,000 Closed
Point72 Asset Management
1810
Point72 Asset Management
Connecticut
– -$45.3M -440,276 Closed
BA
1811
Bridgewater Associates
Connecticut
– -$18.8M -182,331 Closed
VRS
1812
Virginia Retirement Systems
Virginia
– -$7.37M -71,600 Closed
Walleye Trading
1813
Walleye Trading
New York
– -$5.01M -48,643 Closed
MAM
1814
Martingale Asset Management
Massachusetts
– -$3.04M -29,471 Closed
LSA
1815
L & S Advisors
California
– -$2.86M -27,744 Closed
Walleye Capital
1816
Walleye Capital
New York
– -$2.79M -27,116 Closed
TC
1817
Trilogy Capital
California
– -$2.5M -24,295 Closed
SWM
1818
Scissortail Wealth Management
Oklahoma
– -$1.92M -19,336 Closed
HH
1819
HWG Holdings
Texas
– -$1.84M -17,818 Closed
SCI
1820
Stableford Capital II
Arizona
– -$924K -8,781 Closed
TC
1821
Toews Corporation
New Jersey
– -$783K -7,600 Closed
QCM
1822
Qsemble Capital Management
New York
– -$742K -7,200 Closed
BC
1823
Barnett & Company
Tennessee
– -$705K -6,846 Closed
CM
1824
Capula Management
Cayman Islands
– -$544K -5,280 Closed
FIBT
1825
First International Bank & Trust
North Dakota
– -$529K -5,135 Closed
71 72
73
74 75