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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1826
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$523K -5,082 Closed
WEG
1827
World Equity Group
Illinois
– -$507K -4,924 Closed
CM
1828
Caption Management
Oklahoma
– -$456K -4,425 Closed
JF
1829
Joule Financial
Kentucky
– -$446K -4,327 Closed
CWP
1830
Core Wealth Partners
California
– -$827K -4,188 Closed
TCWM
1831
Total Clarity Wealth Management
Illinois
– -$413K -4,009 Closed
PWM
1832
Prosperity Wealth Management
California
– -$397K -3,855 Closed
APA
1833
Astoria Portfolio Advisors
New York
– -$374K -3,676 Closed
DPI
1834
Diversified Portfolios Inc
Michigan
– -$350K -3,403 Closed
BONST
1835
Bank of Nova Scotia Trust
Ontario, Canada
– -$330K -3,200 Closed
QT
1836
Quantamental Technologies
New York
– -$319K -3,102 Closed
WCA
1837
Westover Capital Advisors
Delaware
– -$319K -3,100 Closed
GWA
1838
GGM Wealth Advisors
Maryland
– -$325K -3,086 Closed
KFA
1839
Krane Funds Advisors
New York
– -$317K -3,076 Closed
HC
1840
Hamilton Capital
Ohio
– -$308K -2,990 Closed
BCAM
1841
Boston Common Asset Management
Massachusetts
– -$284K -2,757 Closed
TCOO
1842
Trust Company of Oklahoma
Oklahoma
– -$281K -2,730 Closed
TW
1843
Towerpoint Wealth
California
– -$281K -2,724 Closed
CCA
1844
Childress Capital Advisors
Texas
– -$279K -2,707 Closed
RIM
1845
Reliant Investment Management
Tennessee
– -$276K -2,678 Closed
WA
1846
Waddell & Associates
Tennessee
– -$263K -2,554 Closed
BEAM
1847
Baker Ellis Asset Management
Washington
– -$261K -2,531 Closed
JSW
1848
Journey Strategic Wealth
New Jersey
– -$256K -2,490 Closed
FFG
1849
Frisch Financial Group
New York
– -$243K -2,355 Closed
SRC
1850
Stone Run Capital
New York
– -$237K -2,304 Closed
72 73
74
75 76