DUK icon

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 %
AIM
1826
Aigen Investment Management
New York
– -$435K -4,514 Closed
SSA
1827
Schonfeld Strategic Advisors
New York
– -$402K -4,171 Closed
BFM
1828
Boothbay Fund Management
New York
– -$352K -3,649 Closed
RCA
1829
Reitz Capital Advisors
Michigan
– -$350K -3,630 Closed
CC
1830
Corton Capital
Ontario, Canada
– -$343K -3,557 Closed
BA
1831
Bellwether Advisors
Nebraska
– -$342K -3,541 Closed
AW
1832
Alaethes Wealth
Nevada
– -$302K -3,130 Closed
AFG
1833
Allegheny Financial Group
Pennsylvania
– -$290K -3,005 Closed
DU
1834
Delphia (USA)
Ontario, Canada
– -$279K -2,888 Closed
WHCI
1835
W.H. Cornerstone Investments
Massachusetts
– -$268K -2,777 Closed
SMF
1836
Sterling Manor Financial
New York
– -$263K -2,728 Closed
PRC
1837
Pearl River Capital
Michigan
– -$260K -2,698 Closed
RWP
1838
RWA Wealth Partners
Massachusetts
– -$259K -2,688 Closed
EFH
1839
Eaton Financial Holdings
Florida
– -$246K -2,555 Closed
PFC
1840
Phocas Financial Corp
California
– -$242K -2,512 Closed
MBT
1841
Montecito Bank & Trust
California
– -$240K -2,492 Closed
ACM
1842
Altrius Capital Management
North Carolina
– -$236K -2,451 Closed
MA
1843
Mezzasalma Advisors
New Jersey
– -$231K -2,397 Closed
GCP
1844
Garda Capital Partners
Minnesota
– -$228K -2,360 Closed
1WM
1845
1900 Wealth Management
Texas
– -$240K -2,356 Closed
MCP
1846
Mirador Capital Partners
California
– -$226K -2,343 Closed
SWA
1847
SFMG Wealth Advisors
Texas
– -$224K -2,327 Closed
VCP
1848
Verus Capital Partners
Arizona
– -$223K -2,307 Closed
ICP
1849
Interchange Capital Partners
Pennsylvania
– -$219K -2,269 Closed
CTI
1850
Community Trust & Investment
Kentucky
– -$219K -2,268 Closed
72 73
74
75 76