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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 %
VCM
851
Violich Capital Management
California
$1.02M – – –
LWAM
852
Legacy Wealth Asset Management
Minnesota
$1.02M +$28.5K +255 +3%
TSS
853
Two Sigma Securities
New York
$1.02M +$1.02M +9,087 New
DFA
854
Delta Financial Advisors
Louisiana
$1.01M -$16.5K -148 -2%
CCA
855
Checchi Capital Advisers
California
$1.01M +$66.1K +592 +7%
WGAM
856
Wilkinson Global Asset Management
New York
$1.01M – – –
MAM
857
Meeder Asset Management
Ohio
$1M -$401K -3,592 -29%
DWM
858
Doyle Wealth Management
Florida
$1M +$8.49K +76 +0.9%
WBCM
859
Wilson & Boucher Capital Management
California
$999K +$41K +367 +4%
CI
860
Conning Inc
Connecticut
$997K -$36.5K -327 -4%
MS
861
Madden Securities
Texas
$996K – – –
SCM
862
Shelton Capital Management
Colorado
$990K +$3.57K +32 +0.4%
CAG
863
Crestwood Advisors Group
Massachusetts
$988K -$19K -170 -2%
AIL
864
AGF Investments LLC
Ontario, Canada
$987K -$6.03K -54 -0.6%
BC
865
Barnett & Company
Tennessee
$983K +$33.5K +300 +4%
PA
866
Parallel Advisors
California
$982K -$1K -9 -0.1%
Balyasny Asset Management
867
Balyasny Asset Management
Illinois
$979K +$979K +8,765 New
CAM
868
Connacht Asset Management
New York
$979K +$979K +8,770 New
SC
869
Scotia Capital
Ontario, Canada
$967K -$19.2K -172 -2%
AA
870
Ancora Advisors
Ohio
$967K +$36.1K +323 +4%
JSL
871
JT Stratford LLC
Georgia
$966K -$62.9K -563 -6%
TFS
872
TrustCore Financial Services
Tennessee
$966K +$48.6K +435 +5%
VVP
873
Venture Visionary Partners
Ohio
$965K +$45.3K +406 +5%
AF
874
Aldebaran Financial
$965K +$164K +1,465 +20%
ATPW
875
Ashton Thomas Private Wealth
Arizona
$963K +$65K +582 +7%
33 34
35
36 37