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Duke Energy
DUK

Overview Fund Activity

1,778 hedge funds and large institutions have $43.9B invested in Duke Energy in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 743 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
28.35%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
110
Increased
743
Reduced
654
Closed
108
Calls
$451M
Puts
$347M
Net Calls
+$104M
Net Calls Change
-$19.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$938M
2
BlackRock
BlackRock
New York
$5.17B
3
Neuberger Berman Group
Neuberger Berman Group
New York
$562M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.03B
5
Goldman Sachs
Goldman Sachs
New York
$355M

Top Sellers

1
State Street
State Street
Massachusetts
$3.61B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$190M
3
ZP
Zimmer Partners
New York
$7.5M
4
ECM
ExodusPoint Capital Management
New York
$45.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDS
1801
First Dallas Securities
Texas
– -$1.03M -11,501 Closed
AFG
1802
AFS Financial Group
Maryland
– -$933K -10,395 Closed
MFS
1803
Mirabella Financial Services
United Kingdom
– -$918K -10,231 Closed
EGM
1804
Engineers Gate Manager
New York
– -$872K -9,718 Closed
NICM
1805
Neo Ivy Capital Management
New York
– -$841K -9,366 Closed
MC
1806
Machina Capital
France
– -$823K -9,176 Closed
DFCM
1807
Dark Forest Capital Management
Puerto Rico
– -$789K -8,790 Closed
TI
1808
Truepoint Inc
Ohio
– -$750K -8,355 Closed
ICA
1809
Infrastructure Capital Advisors
New York
– -$736K -8,198 Closed
QIM
1810
Quantitative Investment Management
Virginia
– -$708K -7,898 Closed
MHS
1811
M Holdings Securities
Oregon
– -$705K -7,852 Closed
VWA
1812
V Wealth Advisors
Kansas
– -$687K -7,659 Closed
Arrowstreet Capital
1813
Arrowstreet Capital
Massachusetts
– -$621K -6,916 Closed
CIM
1814
Chiron Investment Management
New York
– -$596K -6,643 Closed
ESCM
1815
Echo Street Capital Management
New York
– -$539K -6,010 Closed
KFA
1816
Krane Funds Advisors
New York
– -$520K -5,789 Closed
FBC
1817
Fairfield, Bush & Co
Connecticut
– -$499K -5,562 Closed
GC
1818
Garde Capital
Washington
– -$473K -5,273 Closed
CA
1819
Crewe Advisors
Utah
– -$467K -5,205 Closed
FPGK
1820
Financial Partners Group (Kansas)
Kansas
– -$461K -5,158 Closed
CFO
1821
Callan Family Office
Pennsylvania
– -$434K -4,836 Closed
TCFP
1822
Treasure Coast Financial Planning
Florida
– -$397K -4,424 Closed
BAM
1823
Blueshift Asset Management
New Jersey
– -$394K -4,387 Closed
QI
1824
Qtron Investments
Massachusetts
– -$370K -4,121 Closed
WC
1825
Wexford Capital
Florida
– -$359K -4,000 Closed
71 72
73
74 75