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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 %
BSW
651
Buckingham Strategic Wealth
Missouri
$1.74M -$45.2K -405 -3%
WA
652
WealthTrust Axiom
Pennsylvania
$1.74M – – –
BOH
653
Bank of Hawaii
Hawaii
$1.74M -$102K -910 -6%
WWM
654
Wolff Wiese Magana
California
$1.73M +$34.8K +312 +2%
TCOV
655
Trust Company of Vermont
Vermont
$1.72M -$78.3K -701 -4%
MSA
656
Marino Stram & Associates
Massachusetts
$1.72M +$16.4K +147 +1%
FWP
657
FAS Wealth Partners
Kansas
$1.72M +$279K +2,497 +19%
SG Americas Securities
658
SG Americas Securities
New York
$1.72M -$3.73M -33,402 -69%
TPA
659
Trivium Point Advisory
Connecticut
$1.71M +$380K +3,300 +29%
MCIA
660
Mountain Capital Investment Advisors
Colorado
$1.71M -$96.2K -842 -5%
SC
661
Savant Capital
Illinois
$1.71M +$50.1K +449 +3%
PTC
662
Private Trust Company
Ohio
$1.7M +$15.5K +139 +0.9%
FNT
663
First National Trust
Pennsylvania
$1.7M +$23.2K +208 +1%
S
664
Seeyond
France
$1.69M -$50.5K -452 -3%
CIC
665
Carnegie Investment Counsel
Ohio
$1.69M -$15.1K -135 -0.9%
CFGS
666
Concourse Financial Group Securities
Alabama
$1.69M -$542K -4,854 -24%
NWM
667
Northcape Wealth Management
New York
$1.69M +$175K +1,567 +12%
ACP
668
Aviance Capital Partners
Florida
$1.69M -$30.7K -275 -2%
SBH
669
Segall Bryant & Hamill
Illinois
$1.69M -$132K -1,181 -7%
TWC
670
TD Waterhouse Canada
Ontario, Canada
$1.68M -$1.04M -8,856 -38%
DAS
671
Dynamic Advisor Solutions
Arizona
$1.68M -$1.23K -11 -0.1%
AIMC
672
Alley Investment Management Company
Illinois
$1.68M +$1.68M +15,057 New
FT
673
Fiduciary Trust
Massachusetts
$1.68M +$25.2K +226 +2%
ClearBridge Investments
674
ClearBridge Investments
New York
$1.68M -$60.7K -544 -3%
ISL
675
Ingalls & Snyder LLC
New York
$1.68M -$44.7K -400 -3%
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