DUK icon

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 %
BB
1351
Berkshire Bank
Massachusetts
$324K – – –
FEM
1352
Fulcrum Equity Management
Texas
$324K +$671 +6 +0.2%
VA
1353
Valmark Advisers
Ohio
$323K +$37.6K +337 +13%
BWM
1354
Birchcreek Wealth Management
Ohio
$322K – – –
SWA
1355
SFMG Wealth Advisors
Texas
$322K +$16.5K +148 +5%
LNB
1356
Ledyard National Bank
$321K -$11.2K -100 -3%
PPW
1357
Pasadena Private Wealth
California
$319K -$123K -1,096 -28%
NC
1358
NovaPoint Capital
Georgia
$319K +$18.5K +166 +6%
MCM
1359
McMillion Capital Management
North Carolina
$319K +$83.7K +750 +36%
NAG
1360
Northstar Advisory Group
New Jersey
$318K – – –
AC
1361
Abbrea Capital
California
$317K +$11.2K +100 +4%
MCA
1362
Magnolia Capital Advisors
Mississippi
$316K – – –
MCM
1363
Mainstay Capital Management
Michigan
$313K – – –
GWA
1364
GGM Wealth Advisors
Maryland
$313K +$2.28K +20 +0.7%
NFG
1365
Nations Financial Group
Iowa
$313K +$30.2K +270 +11%
GFP
1366
Gryphon Financial Partners
Ohio
$312K +$2.34K +21 +0.8%
RDFA
1367
Ritter Daniher Financial Advisory
Ohio
$311K +$83.5K +747 +37%
WBC
1368
West Branch Capital
Massachusetts
$310K -$18K -161 -5%
HAIM
1369
Hunter Associates Investment Management
Pennsylvania
$309K – – –
MWM
1370
Mission Wealth Management
California
$309K +$4.47K +40 +1%
PCP
1371
Proficio Capital Partners
Massachusetts
$309K +$46.2K +414 +18%
CAM
1372
Cozad Asset Management
Illinois
$309K +$142K +1,269 +85%
EWM
1373
Empirical Wealth Management
Washington
$308K -$182K -1,634 -37%
HWMG
1374
Hurlow Wealth Management Group
Indiana
$308K – – –
PWPS
1375
Pinnacle Wealth Planning Services
Ohio
$307K +$52.3K +468 +21%
53 54
55
56 57