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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 %
V
1426
VeraBank
Texas
$279K – – –
SJL
1427
Shayne & Jacobs LLC
Tennessee
$279K – – –
BCMO
1428
Buckingham Capital Management (Ohio)
Ohio
$279K – – –
EWA
1429
EverSource Wealth Advisors
Alabama
$279K +$7.13K +64 +3%
BBL
1430
Beck Bode LLC
Massachusetts
$278K +$112 +1 +0%
CB
1431
Cadence Bank
Mississippi
$276K -$11.2K -100 -4%
TCM
1432
Tradewinds Capital Management
Washington
$276K +$1.12K +10 +0.4%
CBFP
1433
Cedar Brook Financial Partners
Ohio
$275K -$5.81K -52 -2%
GIA
1434
GHP Investment Advisors
Colorado
$275K +$275K +2,463 New
FFWA
1435
FRG Family Wealth Advisors
Washington
$274K – – –
WMA
1436
Wealth Management Associates
New Jersey
$273K +$21.9K +196 +9%
GCP
1437
GSA Capital Partners
United Kingdom
$273K -$374K -3,351 -58%
SEP
1438
Southland Equity Partners
Missouri
$272K +$670 +6 +0.2%
SCI
1439
S&CO Inc
Massachusetts
$272K – – –
BST
1440
Bath Savings Trust
Maine
$272K +$2.8K +25 +1%
C
1441
CEDRUS
Colorado
$272K +$33.5K +300 +14%
ACP
1442
Aveo Capital Partners
Colorado
$270K -$13.6K -122 -5%
RCWM
1443
Royal Capital Wealth Management
Indiana
$270K – – –
SRC
1444
Sage Rhino Capital
California
$270K +$670 +6 +0.2%
JIC
1445
Joel Isaacson & Co
New York
$268K – – –
CWM
1446
Chesapeake Wealth Management
Virginia
$268K +$268K +2,397 New
MPI
1447
Mairs & Power Inc
Minnesota
$267K -$8.37K -75 -3%
AW
1448
ACG Wealth
Georgia
$266K -$240K -2,147 -47%
TSWM
1449
Tyler-Stone Wealth Management
Ohio
$266K -$44.6K -400 -14%
EIM
1450
Essex Investment Management
Massachusetts
$266K – – –
56 57
58
59 60