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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 %
PFM
551
Parsec Financial Management
North Carolina
$2.41M +$497K +4,451 +26%
MBTD
552
Mechanics Bank - Trust Department
California
$2.4M -$25.1K -225 -1%
TFA
553
Triad Financial Advisors
North Carolina
$2.39M +$28.8K +258 +1%
WP
554
WealthShield Partners
North Carolina
$2.38M -$68.9K -617 -3%
FF
555
FourThought Financial
Florida
$2.37M +$175K +1,574 +8%
APA
556
American Portfolios Advisors
New York
$2.36M +$381K +3,416 +19%
PWP
557
Principle Wealth Partners
Connecticut
$2.35M -$3.69K -33 -0.2%
SFP
558
Shepherd Financial Partners
Massachusetts
$2.33M +$10.5K +94 +0.5%
LDB
559
Lee, Danner & Bass
Tennessee
$2.32M -$86.7K -776 -4%
BFEC
560
Benjamin F. Edwards & Company
Missouri
$2.32M +$523K +4,685 +29%
BCV
561
Banque Cantonale Vaudoise
Switzerland
$2.32M -$1.09M -9,800 -32%
BBHC
562
Brown Brothers Harriman & Co
New York
$2.32M +$58.5K +524 +3%
AII
563
AGF Investments Inc
Ontario, Canada
$2.31M -$1.67M -14,981 -42%
TT
564
TI-Trust
Illinois
$2.31M – – –
RDWM
565
Red Door Wealth Management
Tennessee
$2.3M +$369K +3,310 +19%
NHC
566
Nicholas Hoffman & Company
Georgia
$2.29M +$19.5K +175 +0.9%
FCMA
567
Foresight Capital Management Advisors
Michigan
$2.27M +$87.9K +787 +4%
Fisher Asset Management
568
Fisher Asset Management
Washington
$2.27M +$1.44M +12,906 +173%
B
569
Bailard
California
$2.26M +$18.2K +163 +0.8%
MHI
570
Miller Howard Investments
New York
$2.26M +$1.14M +10,197 +101%
BWM
571
BerganKDV Wealth Management
Minnesota
$2.26M +$80.5K +721 +4%
CCP
572
Clarkston Capital Partners
Michigan
$2.26M – – –
SP
573
SWS Partners
Ohio
$2.24M +$32.3K +289 +1%
VFM
574
Viking Fund Management
North Dakota
$2.23M +$558K +5,000 +33%
PHIMC
575
Private Harbour Investment Management & Counsel
Ohio
$2.23M -$64.3K -576 -3%
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