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 %
CWP
1876
CFM Wealth Partners
Texas
– -$201K -2,079 Closed
VCM
1877
Virtue Capital Management
Tennessee
– -$204K -2,074 Closed
AIM
1878
Acropolis Investment Management
Missouri
– -$186K -1,925 Closed
CM
1879
Cornerstone Management
Georgia
– -$109K -1,132 Closed
TWA
1880
TCI Wealth Advisors
Arizona
– -$108K -1,118 Closed
CCM
1881
Carderock Capital Management
Maryland
– -$106K -1,100 Closed
PCM
1882
Pointe Capital Management
Michigan
– -$91.1K -944 Closed
GFWA
1883
Grey Fox Wealth Advisors
Delaware
– -$82.5K -855 Closed
GCWM
1884
Graham Capital Wealth Management
District of Columbia
– -$778K -806 Closed
CIA
1885
Cascade Investment Advisors
Oregon
– -$51.6K -535 Closed
FCA
1886
Fortis Capital Advisors
Kansas
– -$21.9K -227 Closed
SSC
1887
Syverson Strege & Co
Iowa
– -$15K -156 Closed
OCM
1888
Orion Capital Management
California
– -$14.5K -150 Closed
SVCP
1889
Silicon Valley Capital Partners
California
– -$14.1K -146 Closed
SC
1890
Schubert & Co
Texas
– -$10.8K -112 Closed
TCWA
1891
Ten Capital Wealth Advisors
Washington
– -$4.82K -50 Closed
MIA
1892
Milestone Investment Advisors
Wisconsin
– -$4.05K -42 Closed
HFM
1893
Harvest Fund Management
China
– -$4K -39 Closed
GI
1894
GS Investments
Minnesota
– -$3.09K -32 Closed
CQS
1895
Credential Qtrade Securities
– -$2.99K -31 Closed
RAM
1896
Riggs Asset Management
Pennsylvania
– -$2.9K -30 Closed
72 73 74 75
76