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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 %
RCA
1876
Ranch Capital Advisors
Florida
– -$205K -1,990 Closed
WP
1877
WMS Partners
Maryland
– -$203K -1,969 Closed
SSA
1878
South Street Advisors
New York
– -$202K -1,966 Closed
MF
1879
Meridian Financial
Massachusetts
– -$201K -1,956 Closed
JPMIA
1880
J.P. Marvel Investment Advisors
Massachusetts
– -$200K -1,944 Closed
MIP
1881
Mondrian Investment Partners
United Kingdom
– -$189K -1,831 Closed
DCM
1882
Dupont Capital Management
Delaware
– -$168K -1,636 Closed
AWM
1883
Activest Wealth Management
Florida
– -$142K -1,375 Closed
GMA
1884
Glassy Mountain Advisors
Maryland
– -$128K -1,247 Closed
WOSD
1885
WFA of San Diego
California
– -$121K -1,174 Closed
CL
1886
COWA LLC
Oklahoma
– -$202K -1,124 Closed
FA
1887
Fiduciary Alliance
South Carolina
– -$105K -1,023 Closed
GIA
1888
Goodwin Investment Advisory
Georgia
– -$99.1K -962 Closed
LS
1889
Leelyn Smith
Illinois
– -$75.9K -737 Closed
SC
1890
Seldon Capital
California
– -$73.1K -710 Closed
MSCM
1891
McElhenny Sheffield Capital Management
Texas
– -$68.6K -666 Closed
CASC
1892
Coppell Advisory Solutions Corp
Texas
– -$52.5K -510 Closed
CAS
1893
Coppell Advisory Solutions
Texas
– -$52.5K -510 Closed
MWM
1894
MinichMacGregor Wealth Management
New York
– -$50.5K -490 Closed
OWA
1895
One Wealth Advisors
California
– -$40.7K -395 Closed
AAMA
1896
Advanced Asset Management Advisors
Ohio
– -$39.8K -387 Closed
RFS
1897
Retirement Financial Solutions
Tennessee
– -$38.2K -371 Closed
WHG
1898
Westwood Holdings Group
Texas
– -$34K -333 Closed
WI
1899
WJ Interests
Texas
– -$29.1K -283 Closed
EE
1900
EWG Elevate
California
– -$27.9K -271 Closed
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