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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 %
CGFA
1851
Colton Groome Financial Advisors
North Carolina
– -$226K -2,197 Closed
JTWM
1852
Jackson Thornton Wealth Management
Alabama
– -$224K -2,179 Closed
RWA
1853
Redmont Wealth Advisors
Illinois
– -$223K -2,170 Closed
KCM
1854
KRS Capital Management
Michigan
– -$221K -2,147 Closed
BCM
1855
Becker Capital Management
Oregon
– -$219K -2,130 Closed
IAG
1856
Investmark Advisory Group
Connecticut
– -$219K -2,128 Closed
GPA
1857
Guerra Pan Advisors
New Jersey
– -$216K -2,093 Closed
BFG
1858
Barber Financial Group
Kansas
– -$215K -2,084 Closed
PFM
1859
Patton Fund Management
Texas
– -$214K -2,078 Closed
SIG
1860
Sargent Investment Group
Maryland
– -$213K -2,069 Closed
LCM
1861
Liberty Capital Management
Michigan
– -$211K -2,050 Closed
W
1862
WealthOne
New York
– -$211K -2,049 Closed
AWM
1863
Absher Wealth Management
North Carolina
– -$210K -2,042 Closed
BCG
1864
Breakwater Capital Group
New Jersey
– -$210K -2,039 Closed
NSAM
1865
North Star Asset Management
Wisconsin
– -$209K -2,030 Closed
AA
1866
Auxano Advisors
Washington
– -$209K -2,027 Closed
MAM
1867
McLean Asset Management
Virginia
– -$209K -2,027 Closed
HWM
1868
HFR Wealth Management
New York
– -$208K -2,022 Closed
XWM
1869
Xcel Wealth Management
Florida
– -$208K -2,019 Closed
NCMW
1870
Northern Capital Management (Washington)
Washington
– -$207K -2,009 Closed
ERIC
1871
Eagle Rock Investment Company
Georgia
– -$212K -2,005 Closed
TCM
1872
Traynor Capital Management
Pennsylvania
– -$206K -2,000 Closed
LIA
1873
LS Investment Advisors
Michigan
– -$206K -2,000 Closed
KBFS
1874
Kohmann Bosshard Financial Services
Ohio
– -$205K -1,991 Closed
PTCG
1875
Pring Turner Capital Group
California
– -$205K -1,991 Closed
73 74
75
76 77