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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
$735M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$299M
3
Two Sigma Investments
Two Sigma Investments
New York
$154M
4
American Century Companies
American Century Companies
Missouri
$489M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$480M

Top Sellers

1
BlackRock
BlackRock
New York
$5.13B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.97B
3
Bank of America
Bank of America
North Carolina
$665M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
5
APG Asset Management
APG Asset Management
Netherlands
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
1801
TwinBeech Capital
New York
– -$5.46M -56,611 Closed
Hudson Bay Capital Management
1802
Hudson Bay Capital Management
Connecticut
– -$4.54M -47,090 Closed
DTL
1803
Dynamic Technology Lab
Singapore
– -$2.57M -26,596 Closed
BCV
1804
Banque Cantonale Vaudoise
Switzerland
– -$2.45M -25,416 Closed
E
1805
Ergoteles
New York
– -$2.22M -23,039 Closed
CC
1806
Cipher Capital
New York
– -$1.84M -19,066 Closed
OQS
1807
Occudo Quantitative Strategies
Florida
– -$1.45M -15,072 Closed
IFU
1808
iSAM Funds (UK)
United Kingdom
– -$1.2M -12,486 Closed
BC
1809
Brookfield Corp
Ontario, Canada
– -$1.19M -12,381 Closed
AG
1810
AIA Group
Hong Kong
– -$1.16M -12,030 Closed
ACM
1811
Acrisure Capital Management
Texas
– -$1.14M -11,849 Closed
SG
1812
StoneX Group
New York
– -$953K -9,870 Closed
CFAM
1813
Center For Asset Management
Florida
– -$883K -9,154 Closed
FRM
1814
Fox Run Management
Connecticut
– -$800K -8,292 Closed
OTL
1815
Oak Thistle LLC
New York
– -$784K -8,127 Closed
SM
1816
Sciencast Management
New Jersey
– -$780K -8,000 Closed
BL
1817
Balentine LLC
Georgia
– -$771K -7,996 Closed
CFA
1818
Compass Financial Advisors
Indiana
– -$664K -6,886 Closed
NA
1819
Navellier & Associates
Nevada
– -$498K -5,166 Closed
CT
1820
Coastline Trust
Rhode Island
– -$475K -4,925 Closed
AC
1821
AXQ Capital
New Jersey
– -$473K -4,900 Closed
PFT
1822
Providence First Trust
Arizona
– -$456K -4,726 Closed
WIA
1823
Westbourne Investment Advisors
Maryland
– -$443K -4,595 Closed
GI
1824
GAMCO Investors
Connecticut
– -$440K -4,564 Closed
PTC
1825
Petrus Trust Company
Texas
– -$440K -4,556 Closed
71 72
73
74 75