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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 %
ACM
401
Argyle Capital Management
Pennsylvania
$4.4M -$298K -2,666 -6%
JFL
402
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.35M -$608K -5,450 -12%
MIAN
403
Mariner Independent Advisor Network
Kansas
$4.32M +$288K +2,596 +7%
AWS
404
Atria Wealth Solutions
New York
$4.31M +$4.31M +38,596 New
SJIA
405
St. James Investment Advisors
New York
$4.3M +$530K +4,751 +14%
GHAM
406
Gilman Hill Asset Management
Connecticut
$4.28M -$278K -2,486 -6%
FB
407
Fulton Bank
Pennsylvania
$4.26M -$6.14K -55 -0.1%
AMG
408
Advisors Management Group
Wisconsin
$4.24M -$43.6K -390 -1%
GWM
409
Geneos Wealth Management
Colorado
$4.21M -$466K -4,175 -10%
BRM
410
Boston Research & Management
Massachusetts
$4.21M -$123K -1,100 -3%
BPC
411
Banque Pictet & Cie
Switzerland
$4.14M -$378K -3,389 -8%
CCM
412
Coldstream Capital Management
Washington
$4.13M +$571K +5,110 +16%
SIG
413
Sky Investment Group
Connecticut
$4.13M +$18.4K +165 +0.4%
SWP
414
Stratos Wealth Partners
Ohio
$4.12M +$309K +2,767 +8%
WG
415
Winton Group
United Kingdom
$4.11M +$1.27M +11,362 +45%
NIPH
416
NN Investment Partners Holdings
Netherlands
$4.1M +$360K +3,222 +10%
AAM
417
Advisors Asset Management
Colorado
$4.07M -$124K -1,107 -3%
RFM
418
Royal Fund Management
Florida
$4.06M -$141K -1,260 -3%
MCM
419
Mill Capital Management
North Carolina
$4.05M +$2M +17,943 +98%
JIC
420
Johnson Investment Counsel
Ohio
$4.03M -$21.1K -189 -0.5%
MYAM
421
Meiji Yasuda Asset Management
Japan
$4M -$144K -1,292 -3%
PA
422
Profund Advisors
Maryland
$4M +$300K +2,683 +8%
VNIM
423
Vaughan Nelson Investment Management
Texas
$3.98M +$413K +3,700 +12%
ACM
424
Azimuth Capital Management
Michigan
$3.96M -$98.3K -880 -2%
DA
425
Duality Advisers
Florida
$3.85M -$3.2M -28,624 -45%
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