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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 %
RIM
626
Redpoint Investment Management
Australia
$1.93M -$10.4M -93,223 -84%
PWW
627
Pettyjohn Wood & White
Virginia
$1.93M -$75.6K -677 -4%
CBTWT
628
Community Bank & Trust (Waco, Texas)
Texas
$1.92M +$74.6K +668 +4%
EM
629
Excalibur Management
Massachusetts
$1.91M -$284K -2,541 -13%
AAS
630
Ameritas Advisory Services
Nebraska
$1.9M -$30.8K -276 -2%
PP
631
Palladium Partners
Virginia
$1.89M +$13.5K +121 +0.7%
BFS
632
Bradley Foster & Sargent
Connecticut
$1.88M +$32.4K +290 +2%
BW
633
Bison Wealth
Georgia
$1.86M +$23.7K +212 +1%
FC
634
Forte Capital
New York
$1.86M – – –
CAC
635
Certified Advisory Corp
Florida
$1.86M +$75.5K +676 +4%
RC
636
Randolph Company
Ohio
$1.85M -$321K -2,871 -15%
CWG
637
Cornerstone Wealth Group
North Carolina
$1.84M +$83.4K +747 +5%
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
$1.84M +$239K +2,141 +15%
FANJ
639
Financial Architects (New Jersey)
New Jersey
$1.82M +$1.34K +12 +0.1%
ANTB
640
AMG National Trust Bank
Colorado
$1.82M +$36K +322 +2%
SVWAG
641
Sound View Wealth Advisors Group
Georgia
$1.81M +$1.9K +17 +0.1%
PWP
642
Private Wealth Partners
California
$1.81M -$77.3K -692 -4%
CK
643
Cohen Klingenstein
New York
$1.81M – – –
WG
644
Welch Group
Alabama
$1.8M +$201K +1,800 +13%
PFM
645
Premier Fund Managers
United Kingdom
$1.78M – – –
SMC
646
Smith, Moore & Co
Missouri
$1.78M -$28.1K -252 -2%
FCCM
647
First City Capital Management
Georgia
$1.78M +$7.04K +63 +0.4%
MMPW
648
Mitchell McLeod Pugh & Williams
Alabama
$1.78M +$41K +367 +2%
GBT
649
Grove Bank & Trust
Florida
$1.76M -$18.9K -169 -1%
CBOR
650
Community Bank of Raymore
Missouri
$1.75M – – –
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