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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 %
HF
876
HRT Financial
New York
$959K -$10.4M -93,499 -92%
BONH
877
Bank of New Hampshire
New Hampshire
$958K -$6.14K -55 -0.6%
CAM
878
Centre Asset Management
New York
$955K -$2.23K -20 -0.2%
MGIA
879
Moneta Group Investment Advisors
Missouri
$945K +$302K +2,705 +47%
RCAG
880
Rehmann Capital Advisory Group
Michigan
$944K -$20.9K -187 -2%
TTWM
881
TCV Trust & Wealth Management
Virginia
$943K +$45.6K +408 +5%
TCA
882
Transcend Capital Advisors
New Jersey
$941K +$44.6K +399 +5%
APG
883
Abacus Planning Group
South Carolina
$940K -$191K -1,708 -17%
KMWM
884
Keudell/Morrison Wealth Management
Oregon
$940K -$21.4K -192 -2%
ACM
885
Advisors Capital Management
New Jersey
$939K +$186K +1,662 +25%
DAM
886
Doheny Asset Management
California
$936K -$14.8K -133 -2%
MW
887
Marcum Wealth
Ohio
$936K +$17.3K +155 +2%
IB
888
Intrust Bank
Kansas
$931K -$56.9K -510 -6%
ARMC
889
American Research & Management Company
Massachusetts
$930K +$1.34K +12 +0.1%
PSUF
890
People's United Financial
Connecticut
$926K -$99.6K -892 -10%
MGAM
891
McGowan Group Asset Management
Texas
$925K +$223 +2 +0%
FIM
892
Freedom Investment Management
Connecticut
$922K +$236K +2,114 +34%
ONSWM
893
Old North State Wealth Management
North Carolina
$921K +$9.5K +85 +1%
FPFS
894
First Personal Financial Services
North Carolina
$920K -$14.9K -133 -2%
CSIC
895
Clifford Swan Investment Counsel
California
$920K -$11.2K -100 -1%
WT
896
Washington Trust
Rhode Island
$919K +$18.4K +165 +2%
PIM
897
Perpetual Investment Management
Australia
$916K – – –
HNWAG
898
High Net Worth Advisory Group
Florida
$916K +$22.3K +200 +2%
CWP
899
Concord Wealth Partners
Virginia
$916K +$22.9K +205 +3%
WFS
900
Widmann Financial Services
Maryland
$911K +$27.7K +248 +3%
34 35
36
37 38