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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 %
CB
776
CNB Bank
Pennsylvania
$1.23M +$24.4K +219 +2%
MCM
777
MAI Capital Management
Ohio
$1.23M -$184K -1,648 -13%
WWM
778
Wagner Wealth Management
South Carolina
$1.23M +$4.69K +42 +0.4%
AIA
779
Arbor Investment Advisors
North Carolina
$1.22M +$12.3K +110 +1%
HCM
780
Highview Capital Management
Illinois
$1.22M +$1.22M +10,915 New
CICI
781
Capital Investment Counsel Inc
North Carolina
$1.22M -$55.8K -500 -4%
ACM
782
Allred Capital Management
Texas
$1.22M -$4.91K -44 -0.4%
SC
783
Schulhoff & Co
Ohio
$1.21M +$8.37K +75 +0.7%
HH
784
Hilltop Holdings
Texas
$1.21M -$9.71K -87 -0.8%
GCM
785
Gables Capital Management
Florida
$1.21M – – –
BFO
786
Biltmore Family Office
North Carolina
$1.2M -$79.1K -708 -6%
NCM
787
Novare Capital Management
North Carolina
$1.2M -$23.3K -209 -2%
ANRIA
788
American National Registered Investment Advisor
Texas
$1.2M -$18.4K -165 -2%
CBN
789
Cadence Bank NA
Texas
$1.2M +$16.6K +149 +1%
WSFS
790
Wilmington Savings Fund Society
Delaware
$1.2M +$1.23K +11 +0.1%
1SB
791
1ST Source Bank
Indiana
$1.2M +$7.71K +69 +0.6%
FCM
792
Fourpath Capital Management
Oklahoma
$1.19M – – –
1IA
793
1834 Investment Advisors
Wisconsin
$1.19M -$29.3K -262 -2%
SFS
794
Stiles Financial Services
Minnesota
$1.19M +$67.8K +607 +6%
TA
795
Tectonic Advisors
Texas
$1.18M +$216K +1,937 +22%
CCP
796
Corient Capital Partners
California
$1.18M +$331K +2,963 +39%
EWA
797
Exencial Wealth Advisors
Oklahoma
$1.18M +$6.59K +59 +0.6%
JWM
798
Jeppson Wealth Management
California
$1.17M -$14.6K -131 -1%
CC
799
Chicago Capital
Illinois
$1.17M +$112K +1,000 +11%
IBOK
800
Independence Bank of Kentucky
Kentucky
$1.17M +$66.9K +599 +6%
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