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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
+$129M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$102M
3
Two Sigma Investments
Two Sigma Investments
New York
+$76.6M
4
American Century Companies
American Century Companies
Missouri
+$72.9M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$68M

Top Sellers

1
BlackRock
BlackRock
New York
-$190M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$184M
3
Bank of America
Bank of America
North Carolina
-$71.5M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$68.8M
5
APG Asset Management
APG Asset Management
Netherlands
-$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
201
Woodmont Investment Counsel
Tennessee
$13.5M +$1.85M +20,646 +16%
CIC
202
Canal Insurance Company
South Carolina
$13.5M – – –
Royal London Asset Management
203
Royal London Asset Management
United Kingdom
$13.3M +$4.7M +52,428 +55%
GC
204
Gratus Capital
Georgia
$13.2M +$345K +3,840 +3%
JCM
205
Janney Capital Management
Pennsylvania
$13.1M +$290K +3,234 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
206
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13M +$2.14M +23,900 +20%
SI
207
Stephens Inc
Arkansas
$13M +$700K +7,804 +6%
CTA
208
Colonial Trust Advisors
South Carolina
$12.9M -$325K -3,619 -2%
AWM
209
AE Wealth Management
Kansas
$12.8M -$1.35M -14,994 -10%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$12.6M -$234K -2,606 -2%
BCI
211
Brinker Capital Investments
Pennsylvania
$12.5M +$1.58M +17,605 +14%
OPS
212
Orion Portfolio Solutions
Nebraska
$12.5M +$1.58M +17,605 +14%
DekaBank Deutsche Girozentrale
213
DekaBank Deutsche Girozentrale
Germany
$12.2M -$582K -6,517 -5%
YCM
214
Yousif Capital Management
Michigan
$12M +$172K +1,921 +1%
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$11.9M +$365K +4,066 +3%
URS
216
Utah Retirement Systems
Utah
$11.9M -$422K -4,700 -3%
BMO
217
Beck Mack & Oliver
New York
$11.8M -$202K -2,248 -2%
CC
218
Cornerstone Capital
California
$11.7M +$258K +2,875 +2%
GCA
219
Guardian Capital Advisors
Ontario, Canada
$11.7M +$293K +3,169 +3%
BCM
220
Brookstone Capital Management
Illinois
$11.5M +$9.41M +104,834 +444%
DADC
221
D.A. Davidson & Co
Montana
$11.5M +$2.79M +31,058 +32%
SDIC
222
South Dakota Investment Council
South Dakota
$11.3M +$4.01M +44,639 +55%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$11.3M +$409K +4,558 +4%
IMRF
224
Illinois Municipal Retirement Fund
Illinois
$11.1M -$10.6M -117,928 -49%
Balyasny Asset Management
225
Balyasny Asset Management
Illinois
$11.1M +$9.78M +108,946 +749%
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