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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 %
MIC
1151
Means Investment Company
Maine
$515K +$39K +349 +8%
WIA
1152
Westbourne Investment Advisors
Maryland
$513K +$140K +1,250 +37%
WA
1153
Waverly Advisors
Alabama
$511K +$2.9K +26 +0.6%
OWM
1154
OneAscent Wealth Management
Alabama
$510K -$2.12K -19 -0.4%
Wolverine Trading
1155
Wolverine Trading
Illinois
$508K -$3.07M -27,597 -86%
HWM
1156
Holloway Wealth Management
Florida
$508K -$478K – –
NA
1157
Navellier & Associates
Nevada
$508K +$33.1K +297 +7%
MCWS
1158
McKinley Carter Wealth Services
West Virginia
$507K +$893 +8 +0.2%
EP
1159
Edgestream Partners
New Jersey
$507K +$169K +1,514 +50%
DLA
1160
Douglas Lane & Associates
New York
$506K -$64.5K -578 -11%
HWA
1161
Heritage Wealth Advisors
Virginia
$505K -$29.4K -263 -5%
DMBA
1162
Deseret Mutual Benefit Administrators
Utah
$503K -$72.1K -646 -13%
LCM
1163
LVM Capital Management
Michigan
$502K -$3.57K -32 -0.7%
SAM
1164
SignalPoint Asset Management
Missouri
$502K +$8.82K +79 +2%
LCM
1165
Laurion Capital Management
New York
$501K +$501K +4,485 New
BL
1166
BFSG LLC
California
$501K +$501K +4,485 New
SWM
1167
Silverlake Wealth Management
Vermont
$501K +$2.57K +23 +0.5%
GP
1168
Girard Partners
Pennsylvania
$500K -$3.68K -33 -0.7%
CAL
1169
Capital Analysts LLC
Pennsylvania
$500K +$11.2K +100 +2%
BFAG
1170
Blackston Financial Advisory Group
Florida
$499K +$12.8K +131 +3%
FMP
1171
Financial Management Professionals
Texas
$499K +$53.9K +482 +12%
RB
1172
Renasant Bank
Mississippi
$498K +$13.2K +118 +3%
MWM
1173
Minot Wealth Management
Massachusetts
$497K +$13.6K +122 +3%
CA
1174
Calton & Associates
Florida
$494K +$24.4K +219 +5%
NPF
1175
Norris Perne & French
Michigan
$493K -$33.5K -300 -6%
45 46
47
48 49