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Duke Energy
DUK

Overview Fund Activity

1,801 hedge funds and large institutions have $52.2B invested in Duke Energy in 2022 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 809 increasing their positions, 594 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,801
Holders Change
-37
Holders Change %
-2.01%
% of All Funds
30.45%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.49%
New
102
Increased
809
Reduced
594
Closed
105
Calls
$566M
Puts
$361M
Net Calls
+$205M
Net Calls Change
+$68.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$685M
2
Morgan Stanley
Morgan Stanley
New York
+$430M
3
BlackRock
BlackRock
New York
+$302M
4
State Street
State Street
Massachusetts
+$174M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$158M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$250M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$149M
3
Citadel Advisors
Citadel Advisors
Florida
-$138M
4
Ameriprise
Ameriprise
Minnesota
-$94.5M
5
Millennium Management
Millennium Management
New York
-$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
576
Physicians Financial Services
North Carolina
$2.17M +$59.7K +557 +3%
CCP
577
Clarkston Capital Partners
Michigan
$2.17M – – –
PA
578
Procyon Advisors
Connecticut
$2.17M +$90.1K +840 +4%
LNC
579
Lincoln National Corp
Pennsylvania
$2.17M -$469K -4,376 -18%
BWM
580
BerganKDV Wealth Management
Minnesota
$2.17M -$3.43K -32 -0.2%
FCMA
581
Foresight Capital Management Advisors
Michigan
$2.14M -$38.7K -361 -2%
LDB
582
Lee, Danner & Bass
Tennessee
$2.14M -$96.2K -897 -4%
IA
583
Icon Advisers
Colorado
$2.12M -$332K -3,100 -14%
SP
584
Successful Portfolios
Florida
$2.12M -$2.68K -25 -0.1%
SP
585
SWS Partners
Ohio
$2.12M -$28.4K -265 -1%
RC
586
RegentAtlantic Capital
New Jersey
$2.12M +$92.1K +859 +5%
SGCA
587
Steel Grove Capital Advisors
Tennessee
$2.1M -$5.47K -51 -0.3%
BCM
588
Brookstone Capital Management
Illinois
$2.1M +$102K +961 +5%
CPIA
589
Cornell Pochily Investment Advisors
New York
$2.1M -$751 -7 -0%
NGA
590
Naples Global Advisors
Florida
$2.1M +$10.7K +100 +0.5%
MA
591
Mutual Advisors
Nebraska
$2.1M +$124K +1,160 +6%
LCOV
592
London Company of Virginia
Virginia
$2.1M – – –
TAIM
593
Te Ahumairangi Investment Management
New Zealand
$2.1M -$771K -7,190 -27%
SIC
594
Shoker Investment Counsel
Ohio
$2.09M +$94.7K +884 +5%
SCA
595
Stonebridge Capital Advisors
Minnesota
$2.06M +$94.2K +879 +5%
EARNEST Partners
596
EARNEST Partners
Georgia
$2.06M -$76.6K -714 -4%
TBA
597
Tower Bridge Advisors
Pennsylvania
$2.04M -$102K -950 -5%
MCM
598
Murphy Capital Management
New Jersey
$2.04M -$8.15K -76 -0.4%
IGWM
599
ICA Group Wealth Management
Colorado
$2.03M -$61.8K -546 -3%
PWP
600
Principle Wealth Partners
Connecticut
$2.03M -$229K -2,137 -10%
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