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Duke Energy
DUK

Overview Fund Activity

1,828 hedge funds and large institutions have $51.7B invested in Duke Energy in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 774 increasing their positions, 596 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,828
Holders Change
+80
Holders Change %
+4.58%
% of All Funds
29.49%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
208
Increased
774
Reduced
596
Closed
91
Calls
$712M
Puts
$421M
Net Calls
+$291M
Net Calls Change
+$179M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$328M
3
American Century Companies
American Century Companies
Missouri
+$192M
4
Bessemer Group
Bessemer Group
New Jersey
+$141M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$132M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$604M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
3
State Street
State Street
Massachusetts
-$120M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$107M
5
Cohen & Steers
Cohen & Steers
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
926
Rehmann Capital Advisory Group
Michigan
$784K -$42.7K -415 -5%
AC
927
Allstate Corporation
Illinois
$784K -$755K -7,331 -49%
AIM
928
Allstate Investment Management
Illinois
$784K +$784K +7,610 New
TC
929
Toews Corporation
New Jersey
$783K -$340K -3,300 -30%
HCM
930
Hodges Capital Management
Texas
$780K -$112K -1,083 -13%
GVAG
931
Great Valley Advisor Group
Delaware
$780K -$72.4K -703 -8%
TWM
932
Thrive Wealth Management
Pennsylvania
$775K -$1.44K -14 -0.2%
QC
933
Quent Capital
New York
$764K +$126K +1,227 +20%
APG
934
Abacus Planning Group
South Carolina
$763K -$36.4K -353 -5%
AIC
935
Archer Investment Corporation
Indiana
$761K +$111K +1,076 +17%
FCFS
936
First Command Financial Services
Texas
$760K – – –
FCB
937
First Command Bank
Texas
$760K – – –
IAS
938
Insigneo Advisory Services
Florida
$760K +$760K +7,380 New
WI
939
WrapManager Inc
California
$758K +$138K +1,338 +22%
PA
940
PFG Advisors
Arizona
$754K +$58K +563 +8%
SF
941
Summit Financial
New Jersey
$752K -$294K -2,854 -28%
PIMG
942
Patriot Investment Management Group
Tennessee
$752K -$31.8K -313 -4%
KC
943
Kingfisher Capital
North Carolina
$752K -$108K -1,051 -13%
FFWM
944
Future Financial Wealth Management
Ohio
$749K +$3.5K +34 +0.5%
RF
945
Rollins Financial
Georgia
$744K -$502K -4,877 -40%
Lazard Asset Management
946
Lazard Asset Management
New York
$744K +$168K +1,636 +29%
CGL
947
Clarius Group LLC
Washington
$742K +$10.7K +104 +1%
QCM
948
Qsemble Capital Management
New York
$742K +$742K +7,200 New
RPCONE
949
Retirement Planning Company of New England
Rhode Island
$741K +$11.8K +115 +2%
ACS
950
Archford Capital Strategies
Illinois
$740K +$104K +1,009 +16%
36 37
38
39 40