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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 %
AIM
1026
Aspen Investment Management
Michigan
$683K – – –
PCM
1027
Princeton Capital Management
New Jersey
$680K +$112 +1 +0%
LIA
1028
LBMC Investment Advisors
Tennessee
$677K +$112 +1 +0%
FAM
1029
Formidable Asset Management
Ohio
$677K +$781 +7 +0.1%
GB
1030
Goepper Burkhardt
South Carolina
$672K -$23K -206 -3%
DWT
1031
Dorsey & Whitney Trust
South Dakota
$672K +$7.91K +71 +1%
EWA
1032
ERTS Wealth Advisors
Michigan
$670K -$33.6K -301 -5%
SACTSONJ
1033
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$670K – – –
XF
1034
XML Financial
Maryland
$670K +$14.8K +133 +2%
EFSCE
1035
Enterprise Financial Services Corp (EFSC)
Missouri
$666K +$14.3K +128 +2%
SPWM
1036
Schrum Private Wealth Management
Florida
$665K – – –
LB
1037
Leo Brokerage
Texas
$665K +$665K +5,956 New
EWM
1038
Elmwood Wealth Management
California
$664K -$1.12K -10 -0.2%
OPA
1039
Old Port Advisors
Maine
$664K +$9.37K +83 +1%
SFG
1040
Summit Financial Group
West Virginia
$662K -$280K -2,513 -30%
BWM
1041
BCGM Wealth Management
Indiana
$658K +$34.6K +314 +6%
QC
1042
Quent Capital
New York
$656K +$545K +4,877 +490%
FFBTD
1043
First Financial Bank - Trust Division
Ohio
$654K -$8.93K -80 -1%
DWM
1044
Dakota Wealth Management
Florida
$651K +$381K +3,415 +141%
KPCM
1045
Kings Point Capital Management
New York
$650K -$559 -5 -0.1%
ETC
1046
Exchange Traded Concepts
Oklahoma
$649K +$19.7K +176 +3%
SF
1047
Summit Financial
New Jersey
$648K -$12.8K -115 -2%
GTCM
1048
Gyon Technologies Capital Management
New Jersey
$646K +$646K +5,788 New
CT
1049
Cambridge Trust
Massachusetts
$642K -$36.5K -327 -5%
CA
1050
CGN Advisors
Kansas
$642K +$52K +466 +9%
40 41
42
43 44