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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 %
BIA
301
Biondo Investment Advisors
Pennsylvania
$7.59M +$417K +3,701 +6%
RJT
302
Raymond James Trust
Florida
$7.51M +$400K +3,579 +6%
CCC
303
Cincinnati Casualty Company
Ohio
$7.4M – – –
Fayez Sarofim & Co
304
Fayez Sarofim & Co
Texas
$7.39M +$954K +8,543 +15%
TF
305
Tompkins Financial
New York
$7.28M +$686K +6,145 +10%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$7.19M +$115K +1,029 +2%
UCFA
307
United Capital Financial Advisors
Texas
$7.13M -$285K -2,551 -4%
SI
308
Stephens Inc
Arkansas
$7.09M -$735K -6,579 -9%
CIA
309
Capital Investment Advisors
Georgia
$6.99M -$173K -1,546 -2%
CTC
310
Central Trust Company
Missouri
$6.92M +$40K +358 +0.6%
OPERF
311
Oregon Public Employees Retirement Fund
Oregon
$6.9M -$67K -600 -1%
BA
312
BCM Advisors
Louisiana
$6.88M -$136K -1,193 -2%
TPCW
313
TD Private Client Wealth
New York
$6.87M +$349K +3,128 +5%
AF
314
Alerus Financial
North Dakota
$6.87M +$1.85M +16,568 +37%
CNB
315
Camden National Bank
Maine
$6.81M +$67.2K +602 +1%
FFIC
316
First Fiduciary Investment Counsel
Ohio
$6.8M +$48.5K +434 +0.7%
ECM
317
Estabrook Capital Management
New York
$6.76M -$371K -3,319 -5%
MCC
318
Money Concepts Capital
Florida
$6.74M +$1.89M +16,965 +39%
UFG
319
United Fire Group
Iowa
$6.7M -$676K -6,056 -9%
IIM
320
Intact Investment Management
Quebec, Canada
$6.69M – – –
MSRPS
321
Maryland State Retirement & Pension System
Maryland
$6.65M +$97.4K +872 +1%
BFG
322
Beacon Financial Group
Texas
$6.56M -$19.2K -171 -0.3%
ASN
323
Advisory Services Network
Georgia
$6.54M +$762K +6,824 +13%
QIM
324
Quantitative Investment Management
Virginia
$6.51M +$3.29M +29,450 +102%
KHCM
325
Kettle Hill Capital Management
New York
$6.5M +$6.5M +58,249 New
11 12
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