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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 %
EGA
326
Eagle Global Advisors
Texas
$6.45M +$57.1K +511 +0.9%
NA
327
NewEdge Advisors
Louisiana
$6.41M -$678K -6,069 -10%
CA
328
Commerzbank Aktiengesellschaft
Germany
$6.33M +$1.1M +9,882 +21%
EFIC
329
Eliot Finkel Investment Counsel
California
$6.31M -$130K -1,160 -2%
TF
330
TIAA FSB
Florida
$6.3M -$214K -1,934 -3%
Qube Research & Technologies (QRT)
331
Qube Research & Technologies (QRT)
United Kingdom
$6.29M -$54.6M -488,615 -90%
GC
332
Guardian Capital
Ontario, Canada
$6.28M +$793K +7,100 +14%
RFC
333
Regions Financial Corp
Alabama
$6.2M +$44.5K +399 +0.7%
DIA
334
Dean Investment Associates
Ohio
$6.18M -$41.1K -368 -0.7%
AOWM
335
Alpha Omega Wealth Management
Virginia
$6.15M -$218K -1,955 -3%
PSP
336
Principal Street Partners
Tennessee
$6.09M +$419K +3,755 +7%
SWP
337
Strategic Wealth Partners
Ohio
$5.99M -$461K -4,130 -7%
IG
338
ING Group
Netherlands
$5.97M -$10.3M -91,856 -63%
IF
339
Insight Folios
North Carolina
$5.86M +$35.5K +318 +0.6%
SPIA
340
Steward Partners Investment Advisory
New York
$5.85M +$39K +349 +0.7%
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$5.84M +$926K +8,294 +19%
BBVA
342
Banco Bilbao Vizcaya Argentaria
Spain
$5.82M -$971K -8,660 -14%
MC
343
Moors & Cabot
Massachusetts
$5.82M +$64.7K +579 +1%
OIM
344
Opus Investment Management
Massachusetts
$5.81M +$536K +4,800 +10%
AI
345
Atria Investments
North Carolina
$5.75M +$530K +4,745 +10%
MIM
346
Marco Investment Management
Georgia
$5.75M -$50.2K -450 -0.9%
HVIA
347
Hudson Valley Investment Advisors
New York
$5.66M +$1.11M +9,979 +25%
SCM
348
Schnieders Capital Management
California
$5.63M +$30.8K +276 +0.6%
HCMT
349
Highland Capital Management (Tennessee)
Tennessee
$5.62M -$13.4K -120 -0.2%
NEAM
350
New England Asset Management
Connecticut
$5.6M +$83.7K +750 +2%
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