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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 %
PFP
276
Pinnacle Financial Partners
Tennessee
$8.76M -$4.95M -44,318 -36%
Cetera Investment Advisers
277
Cetera Investment Advisers
Illinois
$8.59M +$37.1K +332 +0.4%
LWANC
278
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.55M +$246K +2,205 +3%
GFG
279
Greystone Financial Group
Michigan
$8.49M +$281K +2,516 +3%
CF
280
Clarity Financial
Texas
$8.32M +$223K +2,000 +3%
SSWM
281
Smith Salley Wealth Management
North Carolina
$8.31M +$80.8K +724 +1%
MA
282
MUFG Americas
New York
$8.25M -$73.5K -658 -0.9%
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$8.2M +$499K +4,467 +6%
CPO
284
Cerity Partners OCIO
New York
$8.17M +$2.15M +19,219 +36%
HIMCH
285
Hartford Investment Management Co (HIMCO)
Connecticut
$8.13M -$603K -5,404 -7%
TCM
286
Tufton Capital Management
Maryland
$8.09M +$15.4K +138 +0.2%
CG
287
Colony Group
Massachusetts
$8.08M +$881K +7,888 +12%
WB
288
WesBanco Bank
West Virginia
$8.06M +$178K +1,596 +2%
BRWM
289
B. Riley Wealth Management
Tennessee
$8.03M -$52.4K -469 -0.6%
BB
290
Bell Bank
North Dakota
$7.97M +$1.28M +11,446 +19%
AIM
291
Anchor Investment Management
South Carolina
$7.93M +$438K +3,922 +6%
EIP
292
Energy Income Partners
Connecticut
$7.87M -$1.09M -9,797 -12%
BPA
293
Beacon Pointe Advisors
California
$7.83M +$5.12M +45,862 +189%
FPB
294
First PREMIER Bank
South Dakota
$7.76M -$114K -1,018 -1%
CM
295
Churchill Management
California
$7.76M +$172K +1,537 +2%
FCBT
296
First Citizens Bank & Trust
North Carolina
$7.74M -$288K -2,581 -4%
NB
297
Norinchukin Bank
Japan
$7.74M +$497K +4,447 +7%
SCA
298
Snowden Capital Advisors
New York
$7.66M +$1.14M +10,248 +18%
BWL
299
Bogart Wealth LLC
Virginia
$7.65M +$1.01M +9,030 +15%
SA
300
Strategic Advisors
New York
$7.61M +$670 +6 +0%
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