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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 %
HIM
1301
Hotaling Investment Management
Pennsylvania
$362K – – –
WPC
1302
Wedmont Private Capital
Pennsylvania
$362K +$40.7K +364 +13%
VFP
1303
Verus Financial Partners
Virginia
$361K +$809 +7 +0.2%
FIBT
1304
First International Bank & Trust
North Dakota
$360K +$36.5K +327 +11%
USCWA
1305
U.S. Capital Wealth Advisors
Texas
$359K +$122K +1,091 +51%
CT
1306
Clearstead Trust
Maine
$358K -$93.6K -1,182 -21%
BOM
1307
Bank of Marin
California
$358K – – –
WA
1308
Winfield Associates
Ohio
$357K -$5.24K -47 -1%
BONST
1309
Bank of Nova Scotia Trust
Ontario, Canada
$357K -$670 -6 -0.2%
CTI
1310
Community Trust & Investment
Kentucky
$357K – – –
BMC
1311
Beaton Management Company
Massachusetts
$357K – – –
FWM
1312
ForthRight Wealth Management
Georgia
$356K +$1.78K +16 +0.5%
PWMAG
1313
Pinnacle Wealth Management Advisory Group
New Jersey
$355K -$11.3K -101 -3%
4WM
1314
44 Wealth Management
Oregon
$354K – – –
NAS
1315
Nicolet Advisory Services
Wisconsin
$354K +$4.27K +37 +1%
NB
1316
Nicolet Bankshares
Wisconsin
$353K +$63.4K +568 +22%
GAM
1317
Gotham Asset Management
New York
$352K -$227K -2,034 -39%
FWTB
1318
First Western Trust Bank
Colorado
$352K +$352K +3,162 New
MIC
1319
Meridian Investment Counsel
California
$351K – – –
CIA
1320
Cladis Investment Advisory
Montana
$349K – – –
AAIM
1321
Asset Advisors Investment Management
Georgia
$348K +$10.6K +95 +3%
DG
1322
DMC Group
Alabama
$348K +$12K +105 +4%
SIC
1323
Sterling Investment Counsel
New York
$347K +$35.8K +320 +11%
LBA
1324
Letko, Brosseau & Associates
Quebec, Canada
$346K – – –
JWBC
1325
J.W. Burns & Co
New York
$346K – – –
51 52
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