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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 %
UBV
826
United Bank (Virginia)
Virginia
$1.08M -$156K -1,399 -13%
CW
827
CreativeOne Wealth
Kansas
$1.08M +$107K +962 +11%
MWM
828
Meridian Wealth Management
Kentucky
$1.07M -$75.5K -676 -7%
Hudson Bay Capital Management
829
Hudson Bay Capital Management
Connecticut
$1.07M +$1.07M +9,612 New
ERSOT
830
Employees Retirement System of Texas
Texas
$1.07M – – –
Royal London Asset Management
831
Royal London Asset Management
United Kingdom
$1.07M -$7.67M -68,640 -88%
Rafferty Asset Management
832
Rafferty Asset Management
New York
$1.07M -$1.03M -9,176 -49%
KIA
833
KCM Investment Advisors
California
$1.06M +$125K +1,120 +13%
FNBOSM
834
First National Bank of South Miami
Florida
$1.06M +$103K +921 +11%
HIS
835
Horizon Investment Services
Indiana
$1.05M -$18K -161 -2%
BHA
836
Beech Hill Advisors
New York
$1.05M – – –
KWA
837
Kellett Wealth Advisors
Ohio
$1.05M +$28.9K +259 +3%
ADL
838
Asset Dedication LLC
California
$1.05M +$636K +5,737 +153%
PG
839
Pendal Group
Australia
$1.05M +$498K +4,455 +90%
GT
840
Glenview Trust
Kentucky
$1.04M +$29K +260 +3%
WT
841
Whittier Trust
California
$1.04M -$9.38K -84 -0.9%
ACA
842
Aptus Capital Advisors
Alabama
$1.04M +$118K +1,056 +13%
HPC
843
HM Payson & Co
Maine
$1.04M +$11.2K +100 +1%
RIA
844
Realta Investment Advisors
Delaware
$1.03M +$60.3K +540 +6%
DIP
845
DT Investment Partners
Pennsylvania
$1.03M +$1.03M +9,253 New
FNBTCON
846
First National Bank & Trust Co of Newtown
Pennsylvania
$1.03M -$43K -385 -4%
9WM
847
9258 Wealth Management
Ohio
$1.03M – – –
MFG
848
MidWestOne Financial Group
Iowa
$1.02M -$40.3K -361 -4%
SS
849
Simplicity Solutions
Minnesota
$1.02M +$64K +573 +7%
SCI
850
Stableford Capital II
Arizona
$1.02M -$120K -1,048 -11%
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