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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 %
AF
1326
Advisornet Financial
Minnesota
$345K -$95.4K -853 -22%
OWA
1327
Octavia Wealth Advisors
Ohio
$344K -$103K -925 -23%
AFG
1328
Allegheny Financial Group
Pennsylvania
$344K -$22.3K -200 -6%
SAM
1329
Summit Asset Management
Tennessee
$343K – – –
LIA
1330
LSP Investment Advisors
New York
$342K – – –
BBNB
1331
Baker Boyer National Bank
Washington
$341K -$123K -1,100 -26%
SFG
1332
StrategIQ Financial Group
Indiana
$340K -$33.5K -300 -9%
BCAM
1333
Boston Common Asset Management
Massachusetts
$339K -$32.4K -290 -9%
XT
1334
XTX Topco
Cayman Islands
$339K +$339K +3,035 New
SHFA
1335
SC&H Financial Advisors
Maryland
$338K – – –
RPWA
1336
Regent Peak Wealth Advisors
Georgia
$337K +$7.03K +63 +2%
OSNBOA
1337
Old Second National Bank of Aurora
Illinois
$337K +$14.1K +126 +4%
P
1338
Pitcairn
Pennsylvania
$336K -$18.4K -165 -5%
YIA
1339
YHB Investment Advisors
Connecticut
$336K -$16K -143 -5%
SIG
1340
Spinnaker Investment Group
California
$334K – – –
FA
1341
Fagan Associates
New York
$333K – – –
LAS
1342
Lloyd Advisory Services
Georgia
$328K +$894 +8 +0.3%
FAG
1343
Fortitude Advisory Group
Washington
$328K +$12.8K +115 +4%
CA
1344
Clearstead Advisors
Ohio
$328K +$26.8K +240 +9%
CC
1345
Cadinha & Co
Hawaii
$328K +$29.2K +261 +10%
CSIA
1346
Carl Stuart Investment Advisor
Texas
$328K +$328K +294 New
OPCM
1347
Osborne Partners Capital Management
California
$326K -$89.8K -805 -22%
IAMOG
1348
Investors Asset Management of Georgia
Georgia
$325K – – –
CWS
1349
Cypress Wealth Services
California
$325K +$65.4K +586 +25%
BIM
1350
Bridges Investment Management
Nebraska
$324K -$33.6K -300 -9%
52 53
54
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