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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 %
1832 Asset Management
501
1832 Asset Management
Ontario, Canada
$2.86M +$2.86M +25,996 New
AG
502
Ascent Group
Virginia
$2.86M +$8.71K +78 +0.3%
ECM
503
Everence Capital Management
Indiana
$2.85M -$470K -4,210 -14%
OCM
504
Orleans Capital Management
Louisiana
$2.84M +$89.3K +800 +3%
V
505
Veritable
Delaware
$2.81M +$172K +1,540 +7%
Walleye Capital
506
Walleye Capital
New York
$2.8M -$3.13M -28,013 -53%
TMAM
507
Tokio Marine Asset Management
Japan
$2.79M +$133K +1,193 +5%
GP
508
Greenline Partners
New York
$2.79M +$160K +1,429 +6%
RBA
509
Richard Bernstein Advisors
New York
$2.78M – – –
FBT
510
First Bank & Trust
South Dakota
$2.78M +$75K +672 +3%
CHC
511
City Holding Co
West Virginia
$2.76M +$3.24K +29 +0.1%
TC
512
TownSquare Capital
Utah
$2.76M +$406K +3,640 +17%
WLPWM
513
Walled Lake Planning & Wealth Management
Illinois
$2.76M -$2.44M -21,813 -47%
VWMG
514
Virginia Wealth Management Group
Virginia
$2.75M +$116K +1,018 +4%
Lido Advisors
515
Lido Advisors
California
$2.75M +$31.7K +284 +1%
LNC
516
Lincoln National Corp
Pennsylvania
$2.74M +$136K +1,218 +5%
IA
517
IFG Advisory
Georgia
$2.74M +$2.12K +19 +0.1%
HDIM
518
Hanson & Doremus Investment Management
Vermont
$2.68M -$19.7K -176 -0.7%
PP
519
Prudential plc
United Kingdom
$2.68M +$2.68M +23,974 New
APC
520
Aspire Private Capital
North Carolina
$2.67M -$46.3K -415 -2%
GT
521
Greenleaf Trust
Michigan
$2.66M -$82.1K -735 -3%
KWM
522
Kingsview Wealth Management
Oregon
$2.65M -$140K -1,255 -5%
SF
523
Symphony Financial
Texas
$2.64M +$423K +3,679 +19%
RIG
524
Roosevelt Investment Group
New York
$2.64M – – –
ATC
525
Argent Trust Co
Tennessee
$2.63M +$11.8K +106 +0.5%
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