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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 %
BCM
476
Buckhead Capital Management
Georgia
$3.1M +$1.02M +9,159 +49%
HC
477
HNP Capital
New York
$3.09M +$141K +1,266 +5%
BG
478
Bahl & Gaynor
Ohio
$3.08M -$37K -331 -1%
LOPW
479
Live Oak Private Wealth
North Carolina
$3.07M +$9.49K +85 +0.3%
HT
480
HighTower Trust
Texas
$3.07M +$1.51M +13,550 +97%
HFA
481
HC Financial Advisors
California
$3.06M -$42.3K -379 -1%
CFB
482
Cullen/Frost Bankers
Texas
$3.06M -$5.25K -47 -0.2%
BBA
483
BLB&B Advisors
Pennsylvania
$3.05M -$228K -2,040 -7%
RP
484
Rowlandmiller & Partners
Georgia
$3.04M +$79.1K +708 +3%
BFA
485
Bragg Financial Advisors
North Carolina
$3.03M -$222K -1,985 -7%
SSWG
486
Seven Springs Wealth Group
Tennessee
$3.03M +$95K +851 +3%
RMC
487
Resources Management Corp
Connecticut
$3.01M -$55.7K -499 -2%
EP
488
Eudaimonia Partners
Tennessee
$3M +$3M +26,852 New
APP
489
Avantax Planning Partners
Iowa
$2.99M +$38.1K +341 +1%
TAIM
490
Te Ahumairangi Investment Management
New Zealand
$2.99M +$356K +3,190 +14%
SIA
491
Soltis Investment Advisors
Utah
$2.96M +$648K +5,803 +28%
CCM
492
Covington Capital Management
California
$2.96M -$9.49K -85 -0.3%
LFAS
493
Level Four Advisory Services
Texas
$2.93M +$31.7K +284 +1%
MMHP
494
Murphy Middleton Hinkle & Parker
Georgia
$2.91M +$56.2K +503 +2%
AWM
495
Apollon Wealth Management
South Carolina
$2.91M -$133K -1,193 -4%
TSWM
496
Triangle Securities Wealth Management
North Carolina
$2.9M -$2.79K -25 -0.1%
MNBTD
497
Moody National Bank Trust Division
Texas
$2.89M -$188K -1,686 -6%
SB
498
Simmons Bank
Arkansas
$2.89M +$144K +1,291 +5%
GWMIA
499
Global Wealth Management Investment Advisory
Florida
$2.89M +$193K +1,730 +7%
PT
500
Plimoth Trust
Massachusetts
$2.89M -$80.2K -718 -3%
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