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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 %
DPI
1276
Diversified Portfolios Inc
Michigan
$380K -$231K -2,072 -38%
MSWMA
1277
Market Street Wealth Management Advisors
Indiana
$378K – – –
CAN
1278
Claraphi Advisory Network
United States
$376K -$167K -1,499 -31%
CA
1279
Claro Advisors
Massachusetts
$376K – – –
DBT
1280
Dubuque Bank & Trust
Iowa
$375K – – –
BHWM
1281
Bar Harbor Wealth Management
New Hampshire
$374K -$65.7K -589 -15%
PIP
1282
Peachtree Investment Partners
Florida
$374K +$36.2K +324 +11%
FFA
1283
First Foundation Advisors
California
$374K +$374K +3,345 New
B
1284
Bridgeworth
Alabama
$373K -$74.8K -670 -17%
WAM
1285
Weatherly Asset Management
California
$373K -$112 -1 -0%
MCM
1286
McRae Capital Management
New Jersey
$373K – – –
PFBT
1287
Parkside Financial Bank & Trust
Missouri
$373K +$26.8K +240 +8%
WAS
1288
Wealth Advisory Solutions
Indiana
$373K +$373K +3,338 New
SLT
1289
St Louis Trust
Missouri
$372K – – –
RPC
1290
Rossmore Private Capital
Connecticut
$372K – – –
VWM
1291
Valley Wealth Managers
New Jersey
$371K -$28.9K -259 -7%
ECM
1292
Evergreen Capital Management
Washington
$371K +$1.34K +12 +0.4%
JSW
1293
Journey Strategic Wealth
New Jersey
$371K +$5.13K +46 +1%
FVWA
1294
Foster Victor Wealth Advisors
South Carolina
$369K -$60.9K -529 -14%
RT
1295
Rockland Trust
Massachusetts
$366K – – –
MCM
1296
McDonough Capital Management
Florida
$366K +$335 +3 +0.1%
HCP
1297
Hexagon Capital Partners
Arkansas
$364K -$17K -152 -4%
NSIM
1298
North Star Investment Management
Illinois
$363K -$41.8K -374 -10%
PAI
1299
Pittenger & Anderson Inc
Nebraska
$363K -$16.8K -150 -4%
KIA
1300
Kraematon Investment Advisors
Massachusetts
$363K +$2.68K +24 +0.7%
50 51
52
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