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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 %
TBA
576
Tower Bridge Advisors
Pennsylvania
$2.23M +$178K +1,594 +9%
THWM
577
Taylor Hoffman Wealth Management
Virginia
$2.22M -$6.25K -56 -0.3%
EARNEST Partners
578
EARNEST Partners
Georgia
$2.22M +$469K +4,196 +27%
JWCA
579
J.W. Cole Advisors
Florida
$2.22M -$275K -2,462 -11%
SP
580
Successful Portfolios
Florida
$2.21M +$5.25K +47 +0.2%
PFS
581
Physicians Financial Services
North Carolina
$2.2M -$27.9K -250 -1%
GAM
582
Grandview Asset Management
Pennsylvania
$2.2M +$191K +1,709 +10%
SGCA
583
Steel Grove Capital Advisors
Tennessee
$2.2M +$97.7K +875 +5%
SCF
584
Sante Capital Fund
Texas
$2.2M +$2.2M +19,661 New
CPIA
585
Cornell Pochily Investment Advisors
New York
$2.19M +$40.3K +361 +2%
LCOV
586
London Company of Virginia
Virginia
$2.18M – – –
NGA
587
Naples Global Advisors
Florida
$2.17M +$31.6K +283 +1%
HWAM
588
Hennion & Walsh Asset Management
New Jersey
$2.17M +$116K +1,040 +6%
IC
589
IEQ Capital
California
$2.17M +$243K +2,174 +13%
BAM
590
Bruderman Asset Management
New York
$2.17M -$2.31M -20,641 -52%
PA
591
Procyon Advisors
Connecticut
$2.16M +$29.4K +263 +1%
VFA
592
Valeo Financial Advisors
Indiana
$2.16M -$60.6K -543 -3%
GLLW
593
Graves Light Lenhart Wealth
Virginia
$2.16M +$112 +1 +0%
BO
594
Bank OZK
Arkansas
$2.16M -$149K -1,332 -6%
GW
595
GW & Wade
Massachusetts
$2.16M -$223 -2 -0%
Tudor Investment Corp
596
Tudor Investment Corp
Connecticut
$2.16M -$6.71M -60,098 -76%
BCM
597
Brookstone Capital Management
Illinois
$2.16M +$5.26K +46 +0.2%
MCM
598
Murphy Capital Management
New Jersey
$2.13M -$239K -2,138 -10%
DHGWA
599
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2.12M +$353K +3,159 +20%
RC
600
RegentAtlantic Capital
New Jersey
$2.11M +$280K +2,509 +15%
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