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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 %
BFM
1076
Boston Financial Management
Massachusetts
$608K -$24.2K -217 -4%
RCM
1077
Radnor Capital Management
Pennsylvania
$608K +$27.9K +250 +5%
CWM
1078
C2C Wealth Management
Arizona
$606K – – –
TAIM
1079
TD Ameritrade Investment Management
Nebraska
$606K +$39K +349 +7%
SOS
1080
Silver Oak Securities
Tennessee
$606K +$606K +5,273 New
BIA
1081
Bigelow Investment Advisors
Maine
$605K – – –
TW
1082
Transform Wealth
Colorado
$604K -$23.5K -210 -4%
SSB
1083
Sandy Spring Bank
Maryland
$598K -$59.3K -531 -9%
SFG
1084
SevenBridge Financial Group
Pennsylvania
$598K +$209K +1,872 +54%
PA
1085
Probity Advisors
Texas
$597K -$25.6K -229 -4%
ECM
1086
Element Capital Management
New York
$597K +$597K +5,346 New
FPGK
1087
Financial Partners Group (Kansas)
Kansas
$596K +$50.3K +450 +9%
ET
1088
Equitable Trust
Tennessee
$596K +$228K +2,041 +62%
CFS
1089
Cannon Financial Strategists
Georgia
$596K +$24.1K +216 +4%
SWM
1090
Selective Wealth Management
Virginia
$594K -$29.7K -266 -5%
AFP
1091
Ausdal Financial Partners
Iowa
$594K +$3.13K +28 +0.5%
PCMN
1092
Paradigm Capital Management (Nevada)
Nevada
$591K -$2.23K -20 -0.4%
RWA
1093
Ropes Wealth Advisors
Massachusetts
$590K +$31.5K +282 +6%
AWM
1094
Accurate Wealth Management
Florida
$587K +$19.3K +173 +3%
FMWA
1095
Forvis Mazars Wealth Advisors
Missouri
$585K +$173K +1,550 +42%
TSW
1096
Thompson Siegel & Walmsley
Virginia
$584K -$341K -3,051 -37%
MAP
1097
Milestone Advisory Partners
North Carolina
$582K +$198K +1,770 +51%
PCS
1098
Personal CFO Solutions
New Jersey
$581K +$5.58K +50 +1%
CF
1099
Centaurus Financial
California
$577K -$10.9K -98 -2%
CGH
1100
CMG Global Holdings
Texas
$577K -$1.68K -15 -0.3%
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