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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 %
GWA
801
Gibson Wealth Advisors
Texas
$1.17M +$84.8K +760 +8%
DBRC
802
D.B. Root & Company
Pennsylvania
$1.15M +$37.8K +339 +3%
SG
803
Stonnington Group
California
$1.15M +$337K +2,950 +42%
MAM
804
Mystic Asset Management
Rhode Island
$1.15M -$48.3K -433 -4%
SEC
805
Seven Eight Capital
New York
$1.14M +$1.14M +10,194 New
MCA
806
MSH Capital Advisors
Arizona
$1.13M +$67.3K +603 +6%
HKIM
807
Hayek Kallen Investment Management
Alabama
$1.13M +$3.91K +35 +0.3%
SWM
808
SeaCrest Wealth Management
New York
$1.13M -$48.8K -437 -4%
FFN
809
Focus Financial Network
Minnesota
$1.13M -$1.94M -17,356 -63%
LNWWM
810
Laird Norton Wetherby Wealth Management
California
$1.12M +$30.4K +272 +3%
IWC
811
Integrated Wealth Concepts
Massachusetts
$1.12M -$25.9K -232 -2%
CTA
812
Chesley Taft & Associates
Illinois
$1.11M +$41K +355 +4%
CL
813
Choreo LLC
Illinois
$1.11M -$170K -1,523 -13%
HFG
814
Heron Financial Group
New York
$1.11M +$17.9K +160 +2%
NL
815
NVWM LLC
Pennsylvania
$1.11M +$32.3K +289 +3%
ONB
816
Old National Bancorp
Indiana
$1.11M +$1.34K +12 +0.1%
TI
817
Tidal Investments
Wisconsin
$1.1M +$103K +920 +10%
JC
818
JB Capital
Connecticut
$1.1M +$806K +7,217 +272%
FPCG
819
Fort Pitt Capital Group
Pennsylvania
$1.09M +$265K +2,376 +32%
SFA
820
Sequoia Financial Advisors
Ohio
$1.09M +$248K +2,223 +30%
MAM
821
Madison Asset Management
Wisconsin
$1.09M +$70.1K +628 +7%
BB
822
Busey Bank
Illinois
$1.09M -$109K -976 -9%
ACI
823
Alpha Cubed Investments
California
$1.09M +$487K +4,363 +81%
VF
824
Virtu Financial
New York
$1.09M +$1.09M +9,713 New
CPWA
825
Cerro Pacific Wealth Advisors
California
$1.08M +$6.7K +60 +0.6%
31 32
33
34 35