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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 %
ESB
1001
Essex Savings Bank
Connecticut
$721K +$22.3K +200 +3%
FIM
1002
Fruth Investment Management
Texas
$720K -$3.68K -33 -0.5%
CRI
1003
Colonial River Investments
Virginia
$718K -$46.9K -420 -6%
VWA
1004
V Wealth Advisors
Kansas
$716K +$51.6K +462 +8%
AWM
1005
Avior Wealth Management
Nebraska
$715K +$4.13K +37 +0.6%
LWM
1006
Loveless Wealth Management
Montana
$715K +$70.9K +635 +11%
HCM
1007
Hengehold Capital Management
Ohio
$711K -$22K -197 -3%
CAM
1008
Costello Asset Management
Pennsylvania
$710K -$4.13K -37 -0.6%
HI
1009
Horizon Investments
North Carolina
$709K -$219K -1,974 -24%
CWM
1010
Cornerstone Wealth Management
Missouri
$709K +$40.2K +360 +6%
EWM
1011
Endurance Wealth Management
Rhode Island
$706K -$31.3K -280 -4%
FRA
1012
Front Row Advisors
California
$706K – – –
AIC
1013
Archer Investment Corporation
Indiana
$706K +$897 +8 +0.1%
CGL
1014
Clarius Group LLC
Washington
$703K – – –
MSS
1015
Mitchell Sinkler & Starr
Pennsylvania
$699K -$7.48K -67 -1%
IWA
1016
Intercontinental Wealth Advisors
Texas
$699K -$2.24K -20 -0.3%
MMG
1017
Monetary Management Group
Missouri
$696K – – –
CC
1018
Corsicana & Co
Texas
$695K +$33.5K +300 +5%
PA
1019
PFG Advisors
Arizona
$693K +$133K +1,192 +24%
SFI
1020
SPC Financial Inc
Maryland
$691K +$24.1K +216 +4%
BC
1021
Burney Company
Virginia
$690K -$6.59K -59 -0.9%
DA
1022
Detalus Advisors
Missouri
$690K +$223 +2 +0%
MA
1023
MBA Advisors
Pennsylvania
$689K -$80.4K -720 -10%
SIM
1024
Sentry Investment Management
Wisconsin
$688K -$112K -1,001 -14%
SFP
1025
Sandbox Financial Partners
Maryland
$684K -$36.2K -324 -5%
39 40
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