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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 %
WWM
701
Western Wealth Management
Colorado
$1.53M +$724K +6,486 +90%
WAM
702
Worth Asset Management
Texas
$1.53M +$1.53M +14,034 New
HT
703
Heritage Trust
Oklahoma
$1.53M -$6.14K -55 -0.4%
MHIC
704
Marble Harbor Investment Counsel
Massachusetts
$1.52M -$2.68K -24 -0.2%
EFS
705
Essex Financial Services
Connecticut
$1.52M +$16.1K +144 +1%
B
706
Bellecapital
Switzerland
$1.52M +$61.6K +552 +4%
FNFDCM
707
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.52M -$64.2K -575 -4%
SBIA
708
Sheaff Brock Investment Advisors
Indiana
$1.52M -$217K -1,943 -13%
FTDI
709
First Trust Direct Indexing
Massachusetts
$1.52M +$155K +1,388 +11%
TYCC
710
Texas Yale Capital Corp
Florida
$1.51M +$65K +582 +4%
CI
711
Cigna Investments
Connecticut
$1.51M -$433K -3,878 -22%
CAG
712
Csenge Advisory Group
Florida
$1.5M +$93.8K +840 +7%
VCA
713
Verdence Capital Advisors
Maryland
$1.5M +$74.4K +666 +5%
AA
714
Argent Advisors
Louisiana
$1.49M +$135K +1,207 +10%
BI
715
Ballast Inc
Kentucky
$1.48M +$89.1K +798 +6%
PJSIMP
716
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.47M – – –
QI
717
Qtron Investments
Massachusetts
$1.47M – – –
OPS
718
Orion Portfolio Solutions
Nebraska
$1.46M -$170K -1,522 -10%
BCP
719
Berkeley Capital Partners
Georgia
$1.46M +$668K +5,985 +85%
IF
720
Intrua Financial
Texas
$1.46M +$536K +4,802 +58%
ECA
721
Elevated Capital Advisors
Utah
$1.44M +$1.44M +12,886 New
PAMG
722
Patton Albertson Miller Group
Tennessee
$1.44M -$166K -1,488 -10%
Cerity Partners
723
Cerity Partners
New York
$1.43M +$246K +2,530 +21%
Luther King Capital Management (LKCM)
724
Luther King Capital Management (LKCM)
Texas
$1.41M +$62.1K +556 +5%
CIP
725
Convergence Investment Partners
Florida
$1.4M +$25.6K +229 +2%
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