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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 %
KC
926
Kingfisher Capital
North Carolina
$862K -$2.1M -18,847 -71%
CCM
927
Compton Capital Management
Rhode Island
$862K – – –
FFC
928
First Financial Corp
Indiana
$858K +$41.9K +375 +5%
LWM
929
Laidlaw Wealth Management
New York
$854K -$46.1K -413 -5%
GI
930
Gradient Investments
Minnesota
$854K +$85.3K +764 +11%
EH
931
Equitable Holdings
New York
$849K +$154K +1,380 +22%
EI
932
Ethic Inc
New York
$849K +$849K +7,601 New
CPSAC
933
Chas P. Smith & Associates (CPS)
Florida
$848K -$16.8K -150 -2%
WA
934
WBH Advisory
Maryland
$846K -$31.9K -280 -4%
Bessemer Group
935
Bessemer Group
New Jersey
$842K +$33.6K +301 +4%
LCM
936
Logan Capital Management
Pennsylvania
$840K +$12K +107 +1%
FHB
937
First Hawaiian Bank
Hawaii
$837K +$46.2K +414 +6%
CS
938
Capital Square
Tennessee
$834K -$204K -1,830 -20%
RA
939
RFG Advisory
Alabama
$828K +$122K +1,091 +17%
WCM
940
Washington Capital Management
Washington
$822K -$21.8K -195 -3%
CFMC
941
Curbstone Financial Management Corp
New Hampshire
$819K – – –
GVAG
942
Great Valley Advisor Group
Delaware
$816K +$91.5K +828 +13%
PCM
943
Parsons Capital Management
Rhode Island
$815K – – –
WPC
944
Waters Parkerson & Co
Louisiana
$813K -$9.27K -83 -1%
EWA
945
EP Wealth Advisors
California
$812K +$39.1K +350 +5%
AC
946
Allstate Corporation
Illinois
$808K -$10.6K -95 -1%
SXL
947
Summit X LLC
Missouri
$808K +$11.7K +106 +1%
FG
948
Fiduciary Group
Georgia
$806K +$3.74K +34 +0.5%
FFWM
949
Future Financial Wealth Management
Ohio
$806K +$117K +1,050 +17%
BCM
950
BTR Capital Management
California
$804K -$8.37K -75 -1%
36 37
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