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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 %
KPWS
426
Kestra Private Wealth Services
Texas
$3.82M +$151K +1,350 +4%
Holocene Advisors
427
Holocene Advisors
New York
$3.82M +$2.96M +26,519 +346%
ST
428
Sentinel Trust
Texas
$3.79M +$3.79M +33,968 New
RIA
429
Regal Investment Advisors
Michigan
$3.79M +$310K +2,776 +9%
NMIMC
430
Northwestern Mutual Investment Management Company
Wisconsin
$3.79M -$490K -4,385 -11%
PCA
431
Providence Capital Advisors
North Carolina
$3.78M +$248K +2,227 +7%
TCM
432
Twin Capital Management
Pennsylvania
$3.76M -$3.35K -30 -0.1%
LA
433
Lynch & Associates
Indiana
$3.73M +$38.4K +344 +1%
CA
434
Cetera Advisors
Colorado
$3.72M +$329K +2,951 +10%
MA
435
Montag & Associates
Georgia
$3.7M +$378K +3,385 +11%
DHFB
436
Dixon Hubard Feinour & Brown
Virginia
$3.69M +$113K +1,011 +3%
PGFC
437
Peapack-Gladstone Financial Corp
New Jersey
$3.68M -$45.3K -406 -1%
AAIM
438
American Assets Investment Management
California
$3.65M – – –
ISB
439
Iowa State Bank
Iowa
$3.64M -$207K -1,858 -5%
FHA
440
First Horizon Advisors
Tennessee
$3.64M -$880K -7,887 -19%
BBNA
441
Bremer Bank National Association
Minnesota
$3.62M +$2.07M +18,529 +134%
RIM
442
Reynolds Investment Management
South Carolina
$3.59M +$3.59M +32,147 New
SHFP
443
Second Half Financial Partners
Florida
$3.57M +$3.57M +36,944 New
SIC
444
Salem Investment Counselors
North Carolina
$3.56M +$682K +6,105 +24%
CAM
445
Close Asset Management
United Kingdom
$3.55M – – –
CC
446
Constitution Capital
Connecticut
$3.55M +$434K +3,885 +14%
FA
447
FDx Advisors
Illinois
$3.55M +$281K +2,515 +9%
CBB
448
Citizens Business Bank
California
$3.55M +$307K +2,752 +9%
SIG
449
Stonegate Investment Group
Alabama
$3.5M +$558 +5 +0%
WSTAM
450
Wilbanks Smith & Thomas Asset Management
Virginia
$3.5M +$60.6K +559 +2%
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