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 %
RWA
1376
Redhawk Wealth Advisors
Minnesota
$305K -$105K -942 -26%
SMF
1377
Sterling Manor Financial
New York
$305K – – –
VFPW
1378
Vantage Financial Partners (Wisconsin)
Wisconsin
$305K +$82.5K +739 +37%
MWP
1379
Meridian Wealth Partners
Pennsylvania
$305K +$305K +2,740 New
TW
1380
Towerpoint Wealth
California
$304K – – –
MIA
1381
MainStreet Investment Advisors
Illinois
$304K +$9.37K +84 +3%
NL
1382
NWAM LLC
Washington
$304K +$54.7K +489 +22%
JFGIW
1383
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$302K -$46.5K -417 -13%
CCT
1384
Capital City Trust
Florida
$300K – – –
FAIM
1385
Financial Advocates Investment Management
Washington
$299K -$1.42M -12,753 -83%
BAS
1386
Brown Advisory Securities
Maryland
$298K – – –
TI
1387
tru Independence
Oregon
$298K +$8.61K +77 +3%
SFO
1388
Stokes Family Office
Louisiana
$298K +$15.9K +142 +6%
Kayne Anderson Rudnick Investment Management
1389
Kayne Anderson Rudnick Investment Management
California
$298K +$27.4K +245 +10%
COCM
1390
Charter Oak Capital Management
New Hampshire
$297K – – –
AW
1391
Alaethes Wealth
Nevada
$297K – – –
KA
1392
Klingman & Associates
New York
$297K +$28.9K +259 +11%
SMH
1393
Sanders Morris Harris
Texas
$296K – – –
TA
1394
TFG Advisers
Michigan
$295K +$1.56K +14 +0.5%
CAAS
1395
Capital Asset Advisory Services
Michigan
$295K +$71.3K +639 +32%
CI
1396
CX Institutional
Indiana
$294K +$67.9K +609 +30%
BRA
1397
Bender Robert & Associates
California
$293K – – –
HS
1398
Horan Securities
United States
$293K +$223 +2 +0.1%
BJL
1399
Brighton Jones LLC
Washington
$293K +$5.03K +45 +2%
WAG
1400
Winthrop Advisory Group
Massachusetts
$293K +$45K +403 +18%
54 55
56
57 58