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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 %
CIC
526
Cornercap Investment Counsel
Georgia
$2.62M +$96.4K +863 +4%
RB
527
Rodgers Brothers
Pennsylvania
$2.62M +$1.36M +12,151 +108%
TCOT
528
Trust Company of Toledo
Ohio
$2.61M -$12.5K -112 -0.5%
KFP
529
KMG Fiduciary Partners
Ohio
$2.6M +$490K +4,393 +23%
CWC
530
Carolinas Wealth Consulting
North Carolina
$2.59M -$86.9K -778 -3%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$2.58M +$235K +2,104 +10%
MFG
532
Merit Financial Group
Georgia
$2.57M +$216K +1,932 +9%
IA
533
Icon Advisers
Colorado
$2.56M – – –
PAM
534
Private Asset Management
California
$2.55M -$54K -484 -2%
SAM
535
Strategy Asset Managers
California
$2.54M +$307K +2,745 +14%
KRSITF
536
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.54M +$264K +2,368 +12%
CCT
537
Chemung Canal Trust
New York
$2.53M -$47.9K -429 -2%
PA
538
Pinnacle Associates
New York
$2.49M -$26.6K -238 -1%
CIM
539
CCLA Investment Management
United Kingdom
$2.48M – – –
SAM
540
Silvercrest Asset Management
New York
$2.48M -$5.47K -49 -0.2%
PNC
541
Park National Corp
Ohio
$2.47M -$156K -1,394 -6%
FCA
542
FinTrust Capital Advisors
South Carolina
$2.47M +$72.9K +653 +3%
TCMG
543
TSP Capital Management Group
New Jersey
$2.47M -$2.32M – –
Los Angeles Capital Management
544
Los Angeles Capital Management
California
$2.47M +$1.97M +17,657 +397%
AP
545
Advisor Partners
California
$2.45M +$46.3K +415 +2%
JIP
546
Jaffetilchin Investment Partners
Florida
$2.45M -$75K -689 -3%
MOS
547
MGO One Seven
Ohio
$2.44M +$26.9K +241 +1%
WCAMG
548
Woodard & Company Asset Management Group
North Carolina
$2.44M +$98.8K +885 +4%
FWM
549
Frontier Wealth Management
Missouri
$2.41M +$736K +6,377 +44%
NSB
550
Norway Savings Bank
Maine
$2.41M -$27.6K -247 -1%
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