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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 %
AT
1251
Arden Trust
Delaware
$411K -$84.7K -759 -17%
AL
1252
Aspiriant LLC
California
$410K -$29.1K -261 -7%
WA1
1253
Wimmer Associates 1
California
$408K -$3.35K -30 -0.8%
DJSG
1254
D.J. St. Germain
Massachusetts
$408K – – –
AFAS
1255
Acorn Financial Advisory Services
Virginia
$408K +$11.6K +104 +3%
TC
1256
Truvestments Capital
Florida
$407K +$2.12K +19 +0.5%
IPW
1257
IronBridge Private Wealth
Texas
$404K – – –
AMM
1258
American Money Management
California
$397K +$397K +3,556 New
UAS
1259
United Asset Strategies
New York
$396K – – –
AIS
1260
AM Investment Strategies
Tennessee
$395K +$26.8K +240 +7%
MA
1261
MCF Advisors
Kentucky
$395K +$395K +3,538 New
SWIG
1262
Strategic Wealth Investment Group
Kentucky
$391K +$16.6K +149 +4%
RWA
1263
River Wealth Advisors
Pennsylvania
$390K -$28.7K -257 -7%
ATC
1264
Adirondack Trust Company
New York
$390K +$196K +1,748 +101%
PWM
1265
PBMares Wealth Management
Virginia
$389K -$14.5K -130 -4%
CWM
1266
CarsonAllaria Wealth Management
Illinois
$389K -$112 -1 -0%
FBT
1267
First Bankers Trust
Kentucky
$388K -$37.3K -334 -9%
TC
1268
Telemus Capital
Michigan
$388K – – –
C
1269
Certuity
Florida
$387K -$472K -4,224 -55%
AA
1270
Apriem Advisors
California
$385K +$18.6K +167 +5%
GA
1271
Greytown Advisors
Florida
$382K -$705K -6,319 -65%
MA
1272
MONECO Advisors
Connecticut
$382K +$2.12K +19 +0.6%
H
1273
HoyleCohen
California
$381K -$25.7K -230 -6%
MAG
1274
Mayfair Advisory Group
Alabama
$381K – – –
SN
1275
Sittner & Nelson
Oregon
$381K +$16.7K +150 +5%
49 50
51
52 53