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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 %
SW
601
SVB Wealth
Massachusetts
$2.11M -$19.9K -178 -0.9%
T
602
TCWP
Ohio
$2.1M -$379K -3,396 -15%
ZCM
603
Ziegler Capital Management
Illinois
$2.09M -$21K -187 -1%
HFM
604
Hartford Financial Management
Connecticut
$2.09M -$22.1K -198 -1%
MSAM
605
Moloney Securities Asset Management
Missouri
$2.08M +$112K +999 +6%
SIC
606
Shoker Investment Counsel
Ohio
$2.08M -$10.8K -97 -0.5%
IGWM
607
ICA Group Wealth Management
Colorado
$2.06M +$2.06M +18,508 New
MA
608
Mutual Advisors
Nebraska
$2.06M +$107K +961 +6%
SCA
609
Stonebridge Capital Advisors
Minnesota
$2.05M +$68.5K +613 +3%
S
610
SignatureFD
Georgia
$2.05M +$73.8K +661 +4%
OHWP
611
Oak Harbor Wealth Partners
North Carolina
$2.04M +$19.3K +173 +1%
SWM
612
Spire Wealth Management
Virginia
$2.01M -$1.04M -9,352 -34%
FSA
613
Franklin Street Advisors
North Carolina
$2M -$43.1K -386 -2%
LWAC
614
Laurel Wealth Advisors (California)
California
$2M +$73.9K +662 +4%
HCM
615
Hall Capital Management
Rhode Island
$1.99M +$317K +2,839 +19%
BAM
616
Belpointe Asset Management
Nevada
$1.98M +$50.6K +453 +3%
CS
617
Comerica Securities
Michigan
$1.98M +$65K +582 +3%
NAM
618
NTV Asset Management
West Virginia
$1.98M -$1.9K -17 -0.1%
WS
619
Wedbush Securities
California
$1.97M +$48.7K +436 +3%
HIMC
620
Heritage Investors Management Corp
Maryland
$1.97M -$81.9K -733 -4%
GLA
621
Good Life Advisors
Pennsylvania
$1.97M +$82K +734 +4%
IIM
622
Ipswich Investment Management
Massachusetts
$1.95M -$86.5K -775 -4%
SIM
623
Stratos Investment Management
Ohio
$1.95M +$32.2K +288 +2%
GRP
624
Global Retirement Partners
California
$1.94M +$1.94M +17,147 New
CA
625
Carson Advisory
Georgia
$1.93M -$61.2K -548 -3%
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25
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