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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 %
VLKIM
676
Van Lanschot Kempen Investment Management
Netherlands
$1.67M +$626K +5,608 +60%
NI
677
Nepsis Inc
Minnesota
$1.67M +$1.67M +14,965 New
UBG
678
United Bank (Georgia)
Georgia
$1.66M -$36K -322 -2%
GIM
679
Guardian Investment Management
California
$1.66M – – –
DCM
680
Donaldson Capital Management
Indiana
$1.65M +$234K +2,097 +17%
NSEDCP
681
NJ State Employees Deferred Compensation Plan
New Jersey
$1.65M – – –
BSA
682
Bull Street Advisors
Georgia
$1.65M +$17.3K +155 +1%
EF
683
Empirical Finance
Pennsylvania
$1.63M +$183K +1,636 +13%
RCM
684
Raleigh Capital Management
North Carolina
$1.62M +$258K +2,312 +19%
SOAMC
685
Spirit of America Management Corp
New York
$1.61M -$145K -1,300 -8%
TC
686
Trilogy Capital
California
$1.61M +$1.61M +14,450 New
FDS
687
First Dallas Securities
Texas
$1.61M -$28.5K -255 -2%
PPW
688
Parcion Private Wealth
Washington
$1.59M -$10.6K -95 -0.7%
SLI
689
Sumitomo Life Insurance
Japan
$1.58M -$28.9K -259 -2%
HTC
690
Haverford Trust Company
Pennsylvania
$1.58M +$476K +4,264 +43%
SB
691
Strategic Blueprint
Georgia
$1.58M +$48.4K +433 +3%
MHS
692
M Holdings Securities
Oregon
$1.58M +$1.58M +14,107 New
VFA
693
Voya Financial Advisors
Connecticut
$1.57M +$123K +1,104 +9%
ACP
694
Ashfield Capital Partners
California
$1.56M -$5.58K -50 -0.4%
AWM
695
Altium Wealth Management
New York
$1.56M +$268K +2,402 +21%
BL
696
Balentine LLC
Georgia
$1.56M +$924K +8,274 +145%
MGWM
697
Marks Group Wealth Management
Minnesota
$1.55M +$445K +3,985 +40%
EWM
698
Evermay Wealth Management
Virginia
$1.54M -$358K -3,210 -19%
BMA
699
Brooks Moore & Associates
Tennessee
$1.54M -$37.4K -335 -2%
MFGM
700
Marshall Financial Group (Maryland)
Maryland
$1.53M +$73.4K +657 +5%
26 27
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