DUK icon

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 %
FHC
1126
First Heartland Consultants
Missouri
$543K +$29.8K +267 +6%
CBT
1127
CoreFirst Bank & Trust
Kansas
$540K -$44.7K -400 -8%
NB
1128
NBT Bank
New York
$538K – – –
CT
1129
Coastline Trust
Rhode Island
$537K – – –
WFM
1130
Wolff Financial Management
Michigan
$537K – – –
BFC
1131
Bedel Financial Consulting
Indiana
$536K -$42.4K -380 -7%
JG
1132
Jefferies Group
New York
$536K +$536K +4,799 New
WTC
1133
WhitTier Trust Company
Nevada
$535K -$18.5K -166 -3%
SGK
1134
Steigerwald Gordon & Koch
Virginia
$535K -$10.6K -95 -2%
SP
1135
Symmetry Partners
Connecticut
$534K – – –
CA
1136
Crewe Advisors
Utah
$531K +$38.8K +348 +8%
P
1137
&Partners
Tennessee
$529K +$1.79K +16 +0.3%
WDA
1138
Wendell David Associates
New Hampshire
$528K -$175K -1,567 -25%
TIA
1139
Tiemann Investment Advisors
California
$527K -$2.23K -20 -0.4%
MIP
1140
Marietta Investment Partners
Wisconsin
$527K – – –
HFAS
1141
Hummer Financial Advisory Services
Illinois
$527K +$27.8K +249 +6%
IAIM
1142
International Assets Investment Management
Florida
$525K -$140K -1,252 -21%
WI
1143
Wintrust Investments
Illinois
$525K -$67.1K -600 -11%
KA
1144
KLCM Advisors
Wisconsin
$524K +$14.9K +133 +3%
SS
1145
Sunbelt Securities
Texas
$523K -$201K -1,803 -28%
SB
1146
Sunflower Bank
Texas
$523K -$15K -134 -3%
LF
1147
Lantz Financial
Illinois
$523K +$28.3K +253 +6%
FPAS
1148
Focus Partners Advisor Solutions
Missouri
$521K -$387K -3,473 -43%
AWAP
1149
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$518K +$26.9K +241 +5%
GWM
1150
Gray Wealth Management
Maine
$516K +$112 +1 +0%
44 45
46
47 48