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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 %
CWM
1851
Chesapeake Wealth Management
Virginia
– -$218K -2,262 Closed
PWM
1852
Provident Wealth Management
Tennessee
– -$217K -2,247 Closed
CAWM
1853
Capital Advisors Wealth Management
Washington
– -$215K -2,231 Closed
CRIG
1854
Charter Research & Investment Group
Connecticut
– -$215K -2,225 Closed
LIG
1855
Lokken Investment Group
Delaware
– -$214K -2,219 Closed
RZH
1856
Relyea Zuckerberg Hanson
Connecticut
– -$213K -2,211 Closed
RPWA
1857
Regent Peak Wealth Advisors
Georgia
– -$213K -2,208 Closed
ERIM
1858
Eagle Ridge Investment Management
Connecticut
– -$212K -2,201 Closed
AC
1859
Avestar Capital
New York
– -$212K -2,194 Closed
COCM
1860
Charter Oak Capital Management
New Hampshire
– -$211K -2,188 Closed
AI
1861
Accredited Investors
Minnesota
– -$210K -2,178 Closed
PL
1862
Plancorp LLC
Missouri
– -$210K -2,177 Closed
RFN
1863
Redwood Financial Network
Ohio
– -$209K -2,172 Closed
LNB
1864
Ledyard National Bank
– -$209K -2,169 Closed
TFS
1865
Thoroughbred Financial Services
Tennessee
– -$208K -2,165 Closed
VBCG
1866
Valley Brook Capital Group
Pennsylvania
– -$209K -2,164 Closed
RSWM
1867
Robertson Stephens Wealth Management
California
– -$208K -2,161 Closed
LRPA
1868
L. Roy Papp & Associates
Arizona
– -$206K -2,135 Closed
KWM
1869
Keebeck Wealth Management
Illinois
– -$205K -2,130 Closed
MSFS
1870
Main Street Financial Solutions
Pennsylvania
– -$204K -2,117 Closed
SRC
1871
Shufro Rose & Co
New York
– -$204K -2,112 Closed
MPI
1872
Mairs & Power Inc
Minnesota
– -$203K -2,109 Closed
OCM
1873
One Capital Management
California
– -$203K -2,105 Closed
FNA
1874
First National Advisers
Nebraska
– -$201K -2,088 Closed
LWM
1875
Liberty Wealth Management
California
– -$201K -2,082 Closed
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