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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 %
OTL
1051
Oak Thistle LLC
New York
$642K +$394K +3,527 +159%
BCA
1052
Bray Capital Advisors
Florida
$640K +$46.3K +415 +8%
GIM
1053
Groesbeck Investment Management
New Jersey
$640K +$640K +5,733 New
WI
1054
WrapManager Inc
California
$639K +$6.7K +60 +1%
HL
1055
HeadInvest LLC
Maine
$638K -$3.01K -27 -0.5%
TW
1056
TrinityPoint Wealth
Connecticut
$638K +$34.6K +310 +6%
QCG
1057
Quadrant Capital Group
Ohio
$638K +$44.2K +396 +7%
CT
1058
Chicago Trust
Illinois
$636K -$150K -1,346 -19%
EGA
1059
E&G Advisors
Texas
$636K – – –
PIMG
1060
Patriot Investment Management Group
Tennessee
$636K +$34.8K +312 +6%
CB
1061
Community Bank
New York
$632K -$16.5K -148 -3%
GIA
1062
Gateway Investment Advisers
Ohio
$629K +$9.04K +81 +1%
KCM
1063
Kanawha Capital Management
Virginia
$629K +$10.4K +93 +2%
HI
1064
Hendershot Investments
Virginia
$627K -$16.6K -149 -3%
SWA
1065
Stratos Wealth Advisors
Ohio
$627K +$19.6K +176 +3%
PA
1066
PSI Advisors
Florida
$618K -$40.5K -362 -6%
BFS
1067
Bard Financial Services
Connecticut
$618K -$36.3K -325 -6%
HW
1068
Hancock Whitney
Mississippi
$617K -$22.7K -203 -4%
CFCI
1069
Comprehensive Financial Consultants Institutional
Indiana
$616K -$12.7K -114 -2%
KC
1070
Kepos Capital
New York
$615K -$45.5K -408 -7%
SWM
1071
Sugarloaf Wealth Management
Georgia
$614K +$2.68K +24 +0.4%
WFG
1072
Wills Financial Group
Virginia
$614K +$41.4K +371 +7%
HI
1073
Hudock Inc
Pennsylvania
$613K -$237K -2,126 -28%
LSPW
1074
Lake Street Private Wealth
Illinois
$611K -$27.9K -250 -4%
Edgewood Management
1075
Edgewood Management
Connecticut
$611K – – –
41 42
43
44 45