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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 %
TWM
951
Thrive Wealth Management
Pennsylvania
$803K -$49.2K -441 -6%
BDF
952
Balasa Dinverno & Foltz
$799K -$74.6K -668 -9%
CSI
953
Cross Staff Investments
New York
$795K – – –
AFG
954
Albion Financial Group
Utah
$794K -$265K -2,375 -25%
ACM
955
Adalta Capital Management
New York
$793K +$39.1K +350 +5%
PG
956
Patten Group
Tennessee
$793K +$65.6K +588 +9%
SG
957
StoneX Group
New York
$792K +$14.3K +128 +2%
CW
958
Connectus Wealth
Ohio
$792K -$272K -2,585 -26%
CAM
959
Carret Asset Management
New York
$791K -$89.3K -800 -10%
AF
960
Allworth Financial
California
$789K +$13.6K +122 +2%
EA
961
Eudaimonia Advisors
Tennessee
$784K +$4.36K +39 +0.6%
GEA
962
Glen Eagle Advisors
New Jersey
$783K +$6.92K +62 +0.9%
WP
963
WealthPLAN Partners
Nebraska
$783K +$20.4K +185 +3%
WIM
964
WealthPlan Investment Management
Nebraska
$783K +$783K +7,110 New
MLA
965
My Legacy Advisors
Oregon
$782K +$782K +7,000 New
RPCONE
966
Retirement Planning Company of New England
Rhode Island
$781K -$3.13K -28 -0.4%
HBT
967
Hills Bank & Trust
Iowa
$777K -$6.47K -58 -0.8%
GAMC
968
Garner Asset Management Corp
Texas
$777K -$558 -5 -0.1%
KFGK
969
Keystone Financial Group (Kentucky)
Kentucky
$777K +$39.9K +357 +5%
EWM
970
EPG Wealth Management
Georgia
$776K +$59.1K +529 +8%
RWA
971
Rainsberger Wealth Advisors
Colorado
$776K +$120K +1,076 +18%
Members Trust
972
Members Trust
Florida
$774K -$5.58K -50 -0.7%
NB
973
Northwest Bancshares
Pennsylvania
$771K -$1.9K -17 -0.2%
AMBIA
974
Allen Mooney & Barnes Investment Advisors
Georgia
$770K +$770K +6,897 New
SWM
975
Stockman Wealth Management
Montana
$770K – – –
37 38
39
40 41