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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 %
PAM
1226
Premier Asset Management
Illinois
$435K -$171K -1,530 -28%
CFG
1227
Cooper Financial Group
California
$435K -$14.3K -128 -3%
FCFC
1228
First Citizens Financial Corp
Iowa
$435K – – –
MA
1229
MJP Associates
Connecticut
$435K +$60.6K +543 +16%
BFPW
1230
BOK Financial Private Wealth
Colorado
$434K +$91.3K +817 +27%
LBC
1231
Lowe Brockenbrough & Co
Virginia
$433K +$670 +6 +0.2%
PK
1232
Pflug Koory
Nebraska
$432K -$558 -5 -0.1%
WTA
1233
Washington Trust Advisors
Massachusetts
$432K – – –
NCM
1234
NCM Capital Management
New Jersey
$432K +$1.45K +13 +0.3%
BTW
1235
Boston Trust Walden
Massachusetts
$430K -$49K -439 -10%
MHR
1236
Matthew Hamilton Rosenberg
$430K +$72.3K +647 +20%
RWM
1237
Ritholtz Wealth Management
New York
$430K +$86.3K +773 +25%
ACG
1238
Allen Capital Group
Nebraska
$429K +$8.81K +79 +2%
SWA
1239
Sutton Wealth Advisors
Florida
$429K +$64.4K +577 +18%
MYIA
1240
Mount Yale Investment Advisors
Colorado
$427K +$64.7K +580 +18%
BWA
1241
BDO Wealth Advisors
Florida
$421K -$9.38K -84 -2%
CFS
1242
CRA Financial Services
New Jersey
$421K – – –
RWI
1243
Red Wave Investments
Pennsylvania
$421K +$132K +1,185 +46%
AP
1244
Americana Partners
Texas
$419K -$77.3K -731 -16%
RMAM
1245
Raab & Moskowitz Asset Management
New Jersey
$419K +$3.23K +29 +0.8%
BCMLT
1246
Beacon Capital Management LLC (Tennessee)
Tennessee
$418K +$418K +3,741 New
PIA
1247
Pinion Investment Advisors
Kansas
$415K – – –
KWMG
1248
King Wealth Management Group
Florida
$415K +$112 +1 +0%
WCA
1249
Westover Capital Advisors
Delaware
$413K -$52.8K -473 -11%
TC
1250
Toews Corporation
New Jersey
$413K +$413K +3,700 New
48 49
50
51 52