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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 %
CIAS
376
Capital Investment Advisory Services
North Carolina
$4.97M -$170K -1,519 -3%
Nisa Investment Advisors
377
Nisa Investment Advisors
Missouri
$4.94M -$351K -3,140 -7%
BIAS
378
Beacon Investment Advisory Services
New Jersey
$4.88M +$185K +1,655 +4%
HWM
379
HB Wealth Management
Georgia
$4.86M +$397K +3,558 +9%
Lazard Asset Management
380
Lazard Asset Management
New York
$4.77M +$4.25M +38,047 +810%
HIC
381
Holderness Investments Company
North Carolina
$4.76M +$10.2K +91 +0.2%
PI
382
Putnam Investments
Massachusetts
$4.72M +$4.36M +39,034 +1,201%
NC
383
NewSquare Capital
Pennsylvania
$4.69M +$493K +4,419 +12%
SFA
384
Semmax Financial Advisors
North Carolina
$4.69M +$304K +2,722 +7%
CGH
385
Crossmark Global Holdings
Texas
$4.59M +$137K +1,225 +3%
OTPPB
386
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.59M +$141K +1,265 +3%
CNC
387
Canandaigua National Corp
New York
$4.57M +$1.67M +14,928 +57%
WCM
388
Windward Capital Management
California
$4.56M -$52.6K -471 -1%
BFA
389
Benedict Financial Advisors
Georgia
$4.56M +$77.7K +696 +2%
WCM
390
Whitener Capital Management
North Carolina
$4.54M +$179K +1,600 +4%
CPIG
391
Chicago Partners Investment Group
Illinois
$4.5M +$119K +1,096 +3%
RIL
392
Rothschild Investment LLC
Illinois
$4.49M -$73.7K -660 -2%
PAS
393
Park Avenue Securities
New York
$4.47M +$370K +3,314 +9%
SFI
394
Siemens Fonds Invest
Germany
$4.46M +$86.8K +777 +2%
BRWA
395
B. Riley Wealth Advisors
Florida
$4.46M +$70.6K +632 +2%
ZB
396
Zions Bancorporation
Utah
$4.42M +$777K +6,958 +21%
Pacer Advisors
397
Pacer Advisors
Pennsylvania
$4.42M -$119K -1,063 -3%
BCM
398
Birmingham Capital Management
Alabama
$4.41M -$80K -716 -2%
AIA
399
Armor Investment Advisors
North Carolina
$4.41M +$4.58K +41 +0.1%
WorldQuant Millennium Advisors
400
WorldQuant Millennium Advisors
New York
$4.4M +$4.4M +39,432 New
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