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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 %
DFG
951
Delta Financial Group
New Jersey
$737K +$737K +7,108 New
KA
952
Kovack Advisors
Florida
$736K +$160K +1,555 +28%
CSI
953
Cross Staff Investments
New York
$734K – – –
ACM
954
Ategra Capital Management
Virginia
$733K -$16.7K -162 -2%
ACM
955
Adalta Capital Management
New York
$732K – – –
GEA
956
Glen Eagle Advisors
New Jersey
$732K -$8.65K -84 -1%
RCM
957
RB Capital Management
Nevada
$732K +$20.9K +203 +3%
CAM
958
Carret Asset Management
New York
$730K +$103 +1 +0%
VAM
959
Verity Asset Management
North Carolina
$730K +$150K +1,461 +26%
FFC
960
First Financial Corp
Indiana
$726K -$46.5K -452 -6%
FFBTD
961
First Financial Bank - Trust Division
Ohio
$726K +$141K +1,367 +24%
AFG
962
Albion Financial Group
Utah
$726K – – –
NC
963
NovaPoint Capital
Georgia
$725K +$21.2K +206 +3%
JGUA
964
John G. Ullman & Associates
New York
$724K +$6.28K +61 +0.9%
WFG
965
Wills Financial Group
Virginia
$723K -$26K -252 -3%
FRA
966
Front Row Advisors
California
$723K – – –
SWS
967
SYSTM Wealth Solutions
Illinois
$721K +$721K +7,004 New
GIA
968
Guyasuta Investment Advisors
Pennsylvania
$718K +$206K +2,000 +40%
PCM
969
Parsons Capital Management
Rhode Island
$717K – – –
WCM
970
Washington Capital Management
Washington
$714K -$29.4K -285 -4%
APIM
971
Agate Pass Investment Management
Washington
$713K -$105K -1,023 -13%
SC
972
Steph & Co
Wisconsin
$712K +$141K +1,367 +25%
SWM
973
Stockman Wealth Management
Montana
$711K – – –
FHC
974
First Heartland Consultants
Missouri
$709K -$58.1K -564 -8%
WPC
975
Wedmont Private Capital
Pennsylvania
$709K -$16K -152 -2%
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