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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 %
APIM
901
Agate Pass Investment Management
Washington
$907K +$14K +125 +2%
HH
902
HWG Holdings
Texas
$905K +$829K +7,428 +1,092%
GC
903
Grimes & Company
Massachusetts
$904K -$6.92K -62 -0.8%
HCM
904
Hodges Capital Management
Texas
$903K -$26K -233 -3%
FBB
905
Fulton Breakefield Broenniman
Maryland
$897K -$150K -1,348 -14%
BHC
906
Bowen Hanes & Co
Florida
$897K -$27.9K -250 -3%
DP
907
Dearborn Partners
Illinois
$891K +$27.7K +248 +3%
CFN
908
Cordasco Financial Network
Florida
$890K +$13.1K +117 +1%
ACM
909
Ategra Capital Management
Virginia
$889K -$71K -636 -7%
SWM
910
Segment Wealth Management
Texas
$886K -$4.47K -40 -0.5%
WA
911
Wambolt & Associates
Colorado
$885K -$10.6K -94 -1%
JGUA
912
John G. Ullman & Associates
New York
$884K – – –
BHIA
913
Birch Hill Investment Advisors
Massachusetts
$881K – – –
IMOV
914
Investment Management of Virginia
Virginia
$881K +$31.2K +280 +4%
NFSG
915
Newbridge Financial Services Group
Florida
$880K +$154K +1,381 +21%
HFS
916
Horizon Financial Services
North Carolina
$879K +$44K +394 +5%
WANY
917
Wealthspire Advisors (New York)
New York
$874K -$498K -4,462 -36%
WPP
918
Whalerock Point Partners
Rhode Island
$872K +$47.5K +425 +6%
MSE
919
MUFG Securities EMEA
United Kingdom
$871K -$13.8M -123,300 -94%
PWM
920
Perigon Wealth Management
California
$871K +$38.5K +345 +5%
BOPW
921
Brandywine Oak Private Wealth
Pennsylvania
$870K +$335 +3 +0%
WHC
922
Wulff, Hansen & Co
California
$867K – – –
IAS
923
Investment Advisory Services
Texas
$866K -$5.36K -48 -0.6%
AWCI
924
Alpine Woods Capital Investors
New York
$865K -$67K -600 -7%
OIA
925
Optimum Investment Advisors
Illinois
$865K -$112 -1 -0%
35 36
37
38 39