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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
1
State Street
Massachusetts
$4.77B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.89B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.65B
4
Ensign Peak Advisors
4
Ensign Peak Advisors
Utah
$285M
5
WHRC
5
W.H. Reaves & Co
New Jersey
$80.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$5.69B
2
Barclays
2
Barclays
United Kingdom
$126M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$11.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.45B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$62.1M +$20.8M +185,832 +50%
Stifel Financial
102
Stifel Financial
Missouri
$62.1M +$1.97M +17,617 +3%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$60.7M -$7.3M -65,416 -11%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$60.6M +$4.5M +40,302 +8%
JPMPWA
105
J.P. Morgan Private Wealth Advisors
California
$58.7M +$9.26M +82,929 +19%
CI
106
Cincinnati Insurance
Ohio
$58.5M – – –
Jennison Associates
107
Jennison Associates
New York
$57.9M – – –
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$56.3M +$1.69M +15,152 +3%
Voloridge Investment Management
109
Voloridge Investment Management
Florida
$54.7M +$15.5M +138,981 +40%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$53.3M +$4.55M +40,763 +9%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$52.2M +$16K +143 +0%
FWIA
112
Fort Washington Investment Advisors
Ohio
$51.9M +$877K +7,850 +2%
HighTower Advisors
113
HighTower Advisors
Illinois
$50.7M +$1.9M +17,061 +4%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$50.2M +$486K +4,353 +1%
Asset Management One
115
Asset Management One
Japan
$48.8M -$5.79M -51,823 -11%
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$46.9M -$6.29M -56,314 -12%
CB
117
Commerce Bank
Missouri
$46.9M -$141K -1,261 -0.3%
Mitsubishi UFJ Asset Management
118
Mitsubishi UFJ Asset Management
Japan
$45.9M +$3.8M +33,998 +9%
Osaic Holdings
119
Osaic Holdings
Arizona
$44.7M -$487K -4,790 -1%
US Bancorp
120
US Bancorp
Minnesota
$43.8M -$12.4K -111 -0%
KACA
121
Kayne Anderson Capital Advisors
California
$41.7M +$9.5M +85,050 +29%
PCM
122
Penserra Capital Management
California
$41.6M +$10.8M +97,128 +35%
AIMCA
123
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41.5M +$24.5M +219,466 +144%
GF
124
Gabelli Funds
New York
$41.2M -$167K -1,500 -0.4%
MIS
125
Morningstar Investment Services
Illinois
$39.8M +$112K +1,004 +0.3%
3 4
5
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