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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 %
LW
251
Linscomb Wealth
Texas
$11M +$473K +4,240 +4%
ACM
252
AlphaStar Capital Management
North Carolina
$10.9M +$411K +3,683 +4%
DZ Bank
253
DZ Bank
Germany
$10.8M -$913K -8,174 -8%
PAM
254
Panagora Asset Management
Massachusetts
$10.6M -$16.6M -149,059 -61%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$10.5M +$22.8K +204 +0.2%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$10.4M +$1.28M +11,446 +14%
OC
257
Oppenheimer & Co
New York
$10.4M -$82.6K -740 -0.8%
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$10.3M -$3.95M -34,699 -28%
SC
259
SouthState Corp
Florida
$10.3M +$613K +5,490 +6%
PAG
260
Private Advisor Group
New Jersey
$10.2M +$121K +1,085 +1%
SGI
261
Summit Global Investments
Utah
$10.1M +$2.53M +22,701 +34%
PTC
262
Philadelphia Trust Company
Pennsylvania
$9.68M +$8.96M +80,201 +1,239%
Wealth Enhancement Advisory Services
263
Wealth Enhancement Advisory Services
Minnesota
$9.67M +$440K +3,934 +5%
Jones Financial Companies
264
Jones Financial Companies
Missouri
$9.6M +$161K +1,440 +2%
DADC
265
D.A. Davidson & Co
Montana
$9.43M +$124K +1,114 +1%
NAM
266
Nissay Asset Management
Japan
$9.43M +$226K +2,023 +2%
AWAG
267
ARS Wealth Advisors Group
Florida
$9.31M +$118K +1,060 +1%
JWM
268
Jackson Wealth Management
Florida
$9.28M +$5.45M +48,782 +142%
SAM
269
Securian Asset Management
Minnesota
$9.28M -$280K -2,508 -3%
MDCM
270
Morgan Dempsey Capital Management
Wisconsin
$9.28M -$157K -1,403 -2%
SDIC
271
South Dakota Investment Council
South Dakota
$9.1M -$3.02M -27,075 -25%
KeyBank National Association
272
KeyBank National Association
Ohio
$8.96M -$21.7K -194 -0.2%
WF
273
Welch & Forbes
Massachusetts
$8.82M -$397K -3,553 -4%
PP
274
Patten & Patten
Tennessee
$8.78M -$21.3K -191 -0.2%
IMRF
275
Illinois Municipal Retirement Fund
Illinois
$8.78M +$7.28M +65,216 +488%
9 10
11
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