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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 %
GIA
1101
Guyasuta Investment Advisors
Pennsylvania
$577K +$46.4K +415 +9%
PFC
1102
Phocas Financial Corp
California
$575K – – –
RCM
1103
RB Capital Management
Nevada
$569K +$2.01K +18 +0.4%
DE
1104
Day & Ennis
Georgia
$568K -$24.7K -221 -4%
ALAM
1105
Asahi Life Asset Management
Japan
$568K +$347K +3,110 +157%
BFIM
1106
Beese Fulmer Investment Management
Ohio
$566K -$51.4K -460 -8%
CA
1107
CoreCap Advisors
Michigan
$566K +$199K +1,779 +54%
CWM
1108
Curi Wealth Management
North Carolina
$562K +$893 +8 +0.2%
PFGIA
1109
Patriot Financial Group Insurance Agency
Massachusetts
$562K +$34.4K +308 +7%
ICG
1110
InterOcean Capital Group
Tennessee
$561K +$561K +5,024 New
NP
1111
NorthRock Partners
Minnesota
$560K -$25.8K -231 -4%
MSFP
1112
Mark Sheptoff Financial Planning
Connecticut
$560K +$33.5K +300 +6%
ZCA
1113
Zeke Capital Advisors
Pennsylvania
$560K +$560K +5,013 New
ACS
1114
Archford Capital Strategies
Illinois
$559K +$138K +1,224 +33%
CFA
1115
CWS Financial Advisors
Michigan
$558K +$13.1K +117 +2%
AWA
1116
Arkadios Wealth Advisors
Georgia
$557K +$23.8K +213 +4%
ABC
1117
Associated Banc-Corp
Wisconsin
$554K -$15.7K -141 -3%
GIA
1118
Gladstone Institutional Advisory
Florida
$553K +$57.9K +519 +12%
FIA
1119
Foundations Investment Advisors
Arizona
$551K +$80.3K +699 +17%
FWP
1120
Firethorn Wealth Partners
Georgia
$550K -$6.14K -55 -1%
DSC
1121
Duncker Streett & Co
Missouri
$549K -$36.3K -325 -6%
DWM
1122
Darwin Wealth Management
Florida
$547K +$447 +4 +0.1%
WEG
1123
World Equity Group
Illinois
$545K +$545K +4,883 New
VWA
1124
Visionary Wealth Advisors
Illinois
$545K +$1.34K +12 +0.2%
DA
1125
Doliver Advisors
Texas
$545K +$21.7K +194 +4%
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