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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 %
WLIM
1201
White Lighthouse Investment Management
Massachusetts
$465K – – –
CIS
1202
Connors Investor Services
Pennsylvania
$463K – – –
WIC
1203
Wilkins Investment Counsel
Massachusetts
$460K – – –
AHC
1204
Adell Harriman & Carpenter
Texas
$458K +$25.5K +228 +6%
CPSC
1205
Carl P. Sherr & Co
Massachusetts
$458K – – –
PCIA
1206
Prime Capital Investment Advisors
Kansas
$455K – – –
KS
1207
Karpas Strategies
Connecticut
$455K +$893 +8 +0.2%
WAP
1208
Wealthcare Advisory Partners
Pennsylvania
$455K +$151K +1,354 +50%
WP
1209
WealthSource Partners
California
$453K -$19.2K -172 -4%
HIA
1210
Harbor Investment Advisory
Maryland
$453K -$15.1K -135 -3%
GWAG
1211
Garrett Wealth Advisory Group
Texas
$453K +$4.13K +37 +0.9%
DW
1212
Domani Wealth
Pennsylvania
$452K +$14.7K +132 +3%
ACM
1213
Alethea Capital Management
Washington
$447K -$168K -1,500 -27%
FHA
1214
Flagship Harbor Advisors
Massachusetts
$447K -$112 -1 -0%
AWM
1215
Accel Wealth Management
Iowa
$446K +$3.27K +29 +0.7%
CG
1216
CFO4Life Group
Texas
$445K +$1.45K +13 +0.3%
LFA
1217
Legacy Financial Advisors
Kentucky
$445K +$7.6K +68 +2%
RWP
1218
Revolve Wealth Partners
New Jersey
$444K +$3.69K +33 +0.8%
PWLP
1219
Prio Wealth Limited Partnership
Massachusetts
$443K -$16.7K -150 -4%
AIP
1220
Almanack Investment Partners
Pennsylvania
$443K -$13.3K -119 -3%
RMCM
1221
Reynders McVeigh Capital Management
Massachusetts
$443K +$123K +1,103 +39%
FMB
1222
Field & Main Bank
Kentucky
$442K +$57.5K +515 +15%
TFP
1223
Tilia Fiduciary Partners
North Carolina
$441K +$17.1K +153 +4%
TIA
1224
Traphagen Investment Advisors
New Jersey
$441K -$283K -1,864 -39%
PFT
1225
Providence First Trust
Arizona
$437K – – –
47 48
49
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