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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 %
LSERS
351
Louisiana State Employees Retirement System
Louisiana
$5.6M +$34.6K +300 +0.6%
X
352
Xponance
Pennsylvania
$5.55M +$154K +1,379 +3%
SBWIC
353
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.49M +$582K +5,209 +12%
FFA
354
Founders Financial Alliance
North Carolina
$5.49M +$139K +1,245 +3%
LSA
355
L & S Advisors
California
$5.48M +$5.48M +49,040 New
KRS
356
Kentucky Retirement Systems
Kentucky
$5.48M +$289K +2,588 +6%
LIM
357
Leavell Investment Management
Alabama
$5.43M +$311K +2,789 +6%
AMIM
358
Aull & Monroe Investment Management
Alabama
$5.38M -$35.3K -316 -0.7%
AAS
359
Avantax Advisory Services
Texas
$5.38M +$332K +2,977 +7%
FNBOO
360
First National Bank of Omaha
Nebraska
$5.33M -$182K -1,626 -3%
Brown Advisory
361
Brown Advisory
Maryland
$5.31M -$61.4K -550 -1%
MLICM
362
Metropolitan Life Insurance Company (MetLife)
New York
$5.3M -$4.52M -40,472 -46%
SPC
363
Sigma Planning Corp
Michigan
$5.3M +$15K +134 +0.3%
Daiwa Securities Group
364
Daiwa Securities Group
Japan
$5.29M +$255K +2,282 +5%
CIBC World Market
365
CIBC World Market
Ontario, Canada
$5.28M +$64.9K +581 +1%
FLI
366
Family Legacy Inc
South Carolina
$5.23M +$3.57K +32 +0.1%
CWM
367
CIBC World Markets
New York
$5.22M -$17.3M -154,655 -77%
Nordea Investment Management
368
Nordea Investment Management
Sweden
$5.22M +$84K +751 +2%
HEIP
369
Hudson Edge Investment Partners
New Jersey
$5.11M +$107K +960 +2%
PMG
370
ProVise Management Group
Florida
$5.08M +$832K +7,448 +20%
KBC Group
371
KBC Group
Belgium
$5.08M – – –
BMSSC
372
B. Metzler seel. Sohn & Co
Germany
$5.08M +$26.4K +236 +0.5%
AUB
373
Atlantic Union Bankshares
Virginia
$5.06M -$195K -1,745 -4%
WA
374
Wasatch Advisors
Utah
$5.06M +$737K +6,600 +17%
NMERB
375
New Mexico Educational Retirement Board
New Mexico
$5M -$246K -2,200 -5%
13 14
15
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