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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 %
FPCM
726
Financial Partners Capital Management
New York
$1.4M +$39.1K +350 +3%
ZIC
727
ZWJ Investment Counsel
Georgia
$1.4M -$34.3K -307 -2%
MIM
728
MTM Investment Management
South Carolina
$1.4M +$3.46K +31 +0.2%
BTWM
729
Baker Tilly Wealth Management
Wisconsin
$1.39M -$17.1K -153 -1%
NFC
730
Northeast Financial Consultants
Connecticut
$1.39M +$12.1K +108 +0.9%
HT
731
HAP Trading
New York
$1.39M -$180K -1,611 -11%
LDFR
732
Lehman & Derafelo Financial Resources
Pennsylvania
$1.39M +$89.3K +800 +7%
DT
733
Diversified Trust
Tennessee
$1.39M +$659K +5,900 +90%
First Manhattan
734
First Manhattan
New York
$1.39M -$210K -1,885 -13%
AWM
735
Axxcess Wealth Management
California
$1.39M -$64.9K -581 -4%
WJWM
736
Williams Jones Wealth Management
New York
$1.38M -$15K -134 -1%
MWA
737
MFA Wealth Advisors
Pennsylvania
$1.38M +$1.38M +12,433 New
HCM
738
HM Capital Management
Missouri
$1.38M +$201K +1,800 +17%
CWS
739
Confluence Wealth Services
Pennsylvania
$1.38M -$53.8K -482 -4%
TIA
740
Trust Investment Advisors
Indiana
$1.37M +$20.9K +187 +2%
IRF
741
IBM Retirement Fund
New York
$1.37M -$60.1K -538 -4%
LC
742
LCNB Corp
Ohio
$1.37M +$100K +900 +8%
NRS
743
Neville Rodie & Shaw
New York
$1.37M -$22.6K -200 -2%
RF
744
Rollins Financial
Georgia
$1.36M +$18.4K +165 +1%
MGP
745
Metis Global Partners
California
$1.36M +$608K +5,445 +81%
TNBTD
746
Trustmark National Bank Trust Department
Mississippi
$1.36M +$160K +1,432 +13%
ANI
747
American National Insurance
Texas
$1.35M -$135K -1,213 -9%
JAG
748
Journey Advisory Group
Kentucky
$1.35M +$132K +1,178 +11%
CAM
749
Cresset Asset Management
Illinois
$1.34M -$87.7K -785 -6%
GG
750
Gofen & Glossberg
Illinois
$1.34M -$11.2K -100 -0.8%
28 29
30
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