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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 %
O
451
Ossiam
France
$3.47M +$3.47M +31,044 New
VAS
452
Vestmark Advisory Solutions
Massachusetts
$3.44M +$68.7K +615 +2%
PFS
453
Prospera Financial Services
Texas
$3.42M +$41.8K +374 +1%
IA
454
IndexIQ Advisors
New York
$3.42M +$3.42M +30,636 New
WIS
455
Wright Investors Service
Connecticut
$3.4M +$62.9K +563 +2%
CCG
456
Cypress Capital Group
Florida
$3.4M +$665K +5,956 +24%
CCM
457
Cohen Capital Management
California
$3.39M – – –
VRM
458
Vectors Research Management
New York
$3.39M +$271K +2,423 +9%
AA
459
ALPS Advisors
Colorado
$3.38M -$453K -4,056 -12%
KA
460
Keene & Associates
Texas
$3.38M +$333K +2,985 +11%
JHCP
461
Jackson Hole Capital Partners
Oklahoma
$3.37M +$401K +3,594 +14%
FNB
462
Farmers National Bank
Kentucky
$3.34M -$109K -975 -3%
CIA
463
Covington Investment Advisors
Pennsylvania
$3.33M +$6.7K +60 +0.2%
SYBT
464
Stock Yards Bank & Trust
Kentucky
$3.32M +$225K +2,015 +7%
PAM
465
Pegasus Asset Management
New York
$3.31M -$2.12K -19 -0.1%
CSS
466
Cubist Systematic Strategies
Connecticut
$3.29M -$8.1M -72,578 -71%
EWM
467
Evercore Wealth Management
New York
$3.28M -$38.5K -345 -1%
IA
468
IFP Advisors
Florida
$3.27M +$1.57M +20,492 +92%
HFBOT
469
Home Federal Bank of Tennessee
Tennessee
$3.26M +$53.3K +477 +2%
TAM
470
Townsend Asset Management
North Carolina
$3.24M +$12.7K +114 +0.4%
SSWM
471
Sheets Smith Wealth Management
North Carolina
$3.22M -$81.5K -730 -2%
CFG
472
Citizens Financial Group
Rhode Island
$3.14M +$135K +1,205 +4%
IAN
473
Integrated Advisors Network
Texas
$3.12M +$213K +1,912 +7%
SAMC
474
Spectrum Asset Management (California)
California
$3.11M +$1.56K +14 +0.1%
VPIM
475
Vanguard Personalized Indexing Management
California
$3.11M +$1.18M +10,552 +61%
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