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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 %
DCM
1401
Dupont Capital Management
Delaware
$292K -$545K -4,887 -65%
MA
1402
Mezzasalma Advisors
New Jersey
$291K – – –
PTP
1403
Platform Technology Partners
New York
$291K +$16.9K +152 +6%
JF
1404
Jump Financial
Illinois
$290K +$290K +2,600 New
RWP
1405
RWA Wealth Partners
Massachusetts
$289K +$112 +1 +0%
BWCS
1406
Beirne Wealth Consulting Services
Connecticut
$289K +$668 +6 +0.2%
BCM
1407
Becker Capital Management
Oregon
$288K -$18.8K -168 -6%
BA
1408
Bennicas & Associates
California
$287K – – –
WE
1409
Wealth Effects
Massachusetts
$287K – – –
TA
1410
Tiedemann Advisors
New York
$287K +$10.1K +91 +4%
5L
1411
55I LLC
Massachusetts
$287K +$12.8K +114 +5%
FLPIM
1412
F.L. Putnam Investment Management
Massachusetts
$285K +$46.9K +420 +20%
CNBTD
1413
Citizens National Bank Trust Department
Mississippi
$284K -$20.9K -190 -7%
EHWM
1414
Eads & Heald Wealth Management
Georgia
$284K -$669 -6 -0.2%
BOTW
1415
Bank of the West
California
$284K – – –
BP
1416
Ballentine Partners
Massachusetts
$283K -$307K -2,746 -52%
BEAM
1417
Baker Ellis Asset Management
Washington
$283K – – –
VWM
1418
Venturi Wealth Management
Texas
$282K – – –
AWA
1419
Aaron Wealth Advisors
Illinois
$282K +$282K +31,488 New
VCAM
1420
Van Cleef Asset Management
Ohio
$281K – – –
VCP
1421
Verus Capital Partners
Arizona
$281K +$281K +2,524 New
BFS
1422
Bickling Financial Services
Massachusetts
$280K +$894 +8 +0.3%
GG
1423
Gleason Group
Kentucky
$280K +$2.57K +23 +0.9%
BDF
1424
Black Diamond Financial
Maryland
$280K +$280K +2,505 New
FRM
1425
Fox Run Management
Connecticut
$280K +$280K +2,509 New
55 56
57
58 59