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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 %
AWA
751
Arete Wealth Advisors
Illinois
$1.34M +$95.5K +855 +8%
M
752
MOTCO
Texas
$1.33M -$70.2K -629 -5%
PFSC
753
Peoples Financial Services Corp
Pennsylvania
$1.33M -$113K -1,009 -8%
TI
754
Trexquant Investment
Connecticut
$1.32M -$2.91M -26,094 -69%
Caisse de Depot et Placement du Quebec (CDPQ)
755
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.32M -$112K -1,000 -8%
AWA
756
AmeriServ Wealth Advisors
Pennsylvania
$1.32M +$226K +2,028 +21%
JCM
757
Jacobi Capital Management
Pennsylvania
$1.31M +$3.35K +30 +0.3%
FNC
758
First National Corp
Massachusetts
$1.31M +$381K +3,415 +41%
IWM
759
IHT Wealth Management
Illinois
$1.31M +$149K +1,336 +13%
WDG
760
Wealth Dimensions Group
Ohio
$1.31M -$7.59K -68 -0.6%
SC
761
Sawyer & Company
Massachusetts
$1.3M -$15.6K -140 -1%
CA
762
Cornerstone Advisory
Maryland
$1.3M +$141K +1,258 +12%
GWM
763
GSB Wealth Management
Connecticut
$1.3M – – –
SFA
764
Souders Financial Advisors
Ohio
$1.3M +$34.5K +309 +3%
AB
765
Atlas Brown
Kentucky
$1.29M -$3.57K -32 -0.3%
BS
766
Boenning & Scattergood
Pennsylvania
$1.29M +$13K +116 +1%
OC
767
Oakworth Capital
Alabama
$1.28M +$135K +1,210 +12%
SIA
768
Schechter Investment Advisors
Michigan
$1.28M +$106K +954 +9%
CFD
769
Creative Financial Designs
Indiana
$1.27M +$72.9K +653 +6%
WA
770
Wealth Alliance
New York
$1.27M +$191K +1,709 +18%
AA
771
Advisory Alpha
Michigan
$1.27M +$62K +555 +5%
BCA
772
Bay Colony Advisors
Massachusetts
$1.27M +$613K +5,491 +93%
AIP
773
Ameritas Investment Partners
Nebraska
$1.26M -$30.2K -270 -2%
MFP
774
Meridian Financial Partners
Virginia
$1.26M -$15.3K -137 -1%
BHBT
775
Burke & Herbert Bank & Trust
Virginia
$1.25M +$226K +2,023 +22%
29 30
31
32 33