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Duke Energy
DUK

Overview Fund Activity

1,838 hedge funds and large institutions have $53.6B invested in Duke Energy in 2022 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 826 increasing their positions, 579 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,838
Holders Change
+54
Holders Change %
+3.03%
% of All Funds
29.09%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
161
Increased
826
Reduced
579
Closed
85
Calls
$440M
Puts
$303M
Net Calls
+$137M
Net Calls Change
-$103M

Top Buyers

1
State Street
State Street
Massachusetts
+$374M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$236M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$104M
5
WHRC
W.H. Reaves & Co
New Jersey
+$80.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$271M
2
Barclays
Barclays
United Kingdom
-$243M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$192M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$188M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
226
Cornerstone Capital
California
$14M -$3.74M -33,538 -21%
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$13.9M -$417K -3,735 -3%
MHC
228
Meyer Handelman Company
New York
$13.8M -$11.2K -100 -0.1%
MCM
229
Maryland Capital Management
Maryland
$13.6M +$690K +6,182 +5%
GC
230
Gratus Capital
Georgia
$13.3M +$585K +5,241 +5%
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$13.3M -$1.84M -16,493 -12%
AWM
232
AE Wealth Management
Kansas
$13.1M +$669K +5,991 +5%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$12.8M -$11.8M -105,656 -48%
TRCT
234
Tower Research Capital (TRC)
New York
$12.5M +$7.49M +67,065 +148%
William Blair & Company
235
William Blair & Company
Illinois
$12.4M +$78.5K +703 +0.6%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$1.31M +11,697 +12%
BCI
237
Brinker Capital Investments
Pennsylvania
$12.3M +$140K +1,256 +1%
MSL
238
Mackay Shields LLC
New York
$12.3M -$485K -4,348 -4%
Bank of Nova Scotia
239
Bank of Nova Scotia
Ontario, Canada
$12.2M -$5.91M -52,907 -33%
Zurich Cantonal Bank
240
Zurich Cantonal Bank
Switzerland
$12.2M -$65K -582 -0.5%
Public Sector Pension Investment Board (PSP Investments)
241
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.1M -$2.28M -20,420 -16%
Wealthfront Advisers
242
Wealthfront Advisers
California
$12M +$4.22M +37,815 +54%
BL
243
BCWM LLC
Kansas
$12M +$26.1K +234 +0.2%
VRS
244
Virginia Retirement Systems
Virginia
$12M – – –
GT
245
Glenmede Trust
Pennsylvania
$11.8M +$4.82M +43,129 +69%
FNBT
246
FineMark National Bank & Trust
Florida
$11.6M +$352K +3,156 +3%
MOACM
247
Mutual of America Capital Management
New York
$11.5M +$121K +1,088 +1%
Assenagon Asset Management
248
Assenagon Asset Management
Luxembourg
$11.3M -$192M -1,718,367 -94%
TPSF
249
Texas Permanent School Fund
Texas
$11.1M -$706K -6,323 -6%
KAS
250
Kestra Advisory Services
Texas
$11.1M +$604K +5,409 +6%
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