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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 %
KCPG
976
Kavar Capital Partners Group
Kansas
$769K +$3.8K +34 +0.5%
FCFS
977
First Command Financial Services
Texas
$768K +$28.3K +253 +4%
FCB
978
First Command Bank
Texas
$768K +$58.8K +527 +8%
HSA
979
HBK Sorce Advisory
Pennsylvania
$760K -$39.2K -351 -5%
FM
980
Family Management
New York
$760K +$33.5K +300 +5%
LI
981
Lafayette Investments
Maryland
$759K – – –
ACWM
982
Adams Chetwood Wealth Management
North Carolina
$759K +$3.13K +28 +0.4%
LA
983
Latitude Advisors
Florida
$758K +$456K +4,084 +151%
VIA
984
Vident Investment Advisory
Georgia
$757K -$1.04M -9,290 -58%
HA
985
Hamel Associates
New Jersey
$756K -$12.8K -115 -2%
CA
986
Continuum Advisory
Idaho
$756K +$449K +4,076 +146%
WFI
987
West Family Investments
California
$745K +$490K +4,384 +192%
CAI
988
Capital Advisors Inc
Oklahoma
$744K +$43.9K +393 +6%
LIM
989
Longfellow Investment Management
Massachusetts
$738K – – –
VAM
990
Verity Asset Management
North Carolina
$738K +$80.4K +719 +12%
OIA
991
OneDigital Investment Advisors
Kansas
$736K +$40.3K +361 +6%
CFA
992
Compass Financial Advisors
Indiana
$734K +$47.8K +428 +7%
WSC
993
Wellington Shields & Co
New York
$733K +$37.8K +339 +5%
KA
994
Kovack Advisors
Florida
$732K +$12.3K +110 +2%
CPC
995
Cookson Peirce & Co
Pennsylvania
$730K +$730K +6,538 New
OFG
996
OmniStar Financial Group
North Carolina
$729K +$1.9K +17 +0.3%
FMAEN1
997
Fund Management at Engine No 1
California
$727K +$727K +6,512 New
MG
998
Mather Group
Illinois
$726K +$35.9K +322 +5%
PAG
999
Powers Advisory Group
Illinois
$724K +$20.5K +184 +3%
AO
1000
Advisor OS
Illinois
$724K +$162K +1,450 +29%
38 39
40
41 42