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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 %
RBC
1176
Roble Belko & Company
Pennsylvania
$493K – – –
RCA
1177
Reitz Capital Advisors
Michigan
$492K -$20.2K -181 -4%
TCFP
1178
Treasure Coast Financial Planning
Florida
$491K +$2.24K +20 +0.5%
CHA
1179
Carmichael Hill & Associates
Maryland
$490K -$14.6K -131 -3%
SIC
1180
Sigma Investment Counselors
Michigan
$489K +$75.2K +673 +18%
FAM
1181
Flaharty Asset Management
Florida
$488K -$16.4K -147 -3%
BFC
1182
Blue Fin Capital
Rhode Island
$487K – – –
SC
1183
Steph & Co
Wisconsin
$487K +$54.3K +486 +13%
MA
1184
MKT Advisors
California
$486K +$8.98K +81 +2%
IC
1185
Intersect Capital
California
$486K +$43.6K +391 +10%
Connor, Clark & Lunn Investment Management (CC&L)
1186
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$484K -$6.11M -54,724 -93%
TC
1187
Tatro Capital
Kentucky
$484K +$17.4K +156 +4%
BFA
1188
Bill Few Associates
Pennsylvania
$482K -$2.57K -23 -0.5%
RMDI
1189
R.M. Davis Inc
Maine
$481K +$68.6K +615 +17%
ORC
1190
O'Rourke & Company
Massachusetts
$479K +$5.13K +46 +1%
CAM
1191
Cypress Asset Management
Texas
$477K – – –
ECG
1192
Edge Capital Group
Georgia
$476K +$4.47K +40 +0.9%
FTC
1193
Farmers Trust Company
Ohio
$474K +$2.23K +20 +0.5%
PWMG
1194
Pinnacle Wealth Management Group
Michigan
$473K – – –
DWM
1195
Destination Wealth Management
California
$472K -$56.9K -510 -11%
LMKC
1196
L.M. Kohn & Company
Ohio
$471K +$471K +4,215 New
MFW
1197
Meristem Family Wealth
Minnesota
$468K -$9.6K -86 -2%
QCIG
1198
Quad-Cities Investment Group
Iowa
$468K – – –
GIP
1199
Greatmark Investment Partners
Georgia
$468K +$41.1K +368 +10%
OCG
1200
Opus Capital Group
Ohio
$465K – – –
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