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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 %
3IP
1826
3Chopt Investment Partners
Virginia
– -$353K -3,936 Closed
DA
1827
Drake & Associates
Wisconsin
– -$341K -3,805 Closed
MM
1828
MQS Management
New York
– -$328K -3,659 Closed
SEC
1829
Seven Eight Capital
New York
– -$317K -3,528 Closed
LI
1830
Lafayette Investments
Maryland
– -$305K -3,400 Closed
RCM
1831
RNC Capital Management
California
– -$274K -3,052 Closed
AT
1832
American Trust
Kentucky
– -$267K -2,979 Closed
MCM
1833
Mainstay Capital Management
Michigan
– -$251K -2,799 Closed
T
1834
TRUADVICE
Florida
– -$252K -2,717 Closed
PPW
1835
Pasadena Private Wealth
California
– -$239K -2,662 Closed
SSWM
1836
Strait & Sound Wealth Management
California
– -$233K -2,600 Closed
MF
1837
Magnetar Financial
Illinois
– -$227K -2,533 Closed
SWP
1838
Semus Wealth Partners
Florida
– -$221K -2,463 Closed
PWPS
1839
Pinnacle Wealth Planning Services
Ohio
– -$220K -2,447 Closed
KA
1840
Klingman & Associates
New York
– -$219K -2,440 Closed
SA
1841
Shilanski & Associates
Alaska
– -$217K -2,423 Closed
SCA
1842
Southern Capital Advisors
Tennessee
– -$216K -2,403 Closed
BCM
1843
Boltwood Capital Management
California
– -$215K -2,400 Closed
PGF
1844
Plan Group Financial
Oklahoma
– -$216K -2,373 Closed
TI
1845
tru Independence
Oregon
– -$213K -2,370 Closed
FMTC
1846
Farmers & Merchants Trust Company
California
– -$213K -2,368 Closed
RWA
1847
River Wealth Advisors
Pennsylvania
– -$210K -2,341 Closed
VWM
1848
Valley Wealth Managers
New Jersey
– -$209K -2,333 Closed
SHFA
1849
SC&H Financial Advisors
Maryland
– -$207K -2,309 Closed
AWM
1850
AAF Wealth Management
Massachusetts
– -$206K -2,294 Closed
72 73
74
75 76