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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 %
GAM
1451
Griffin Asset Management
New York
$265K +$24.5K +219 +10%
FC
1452
FCA Corp
Texas
$264K – – –
SA
1453
Shilanski & Associates
Alaska
$264K +$781 +7 +0.3%
CCA
1454
Cobblestone Capital Advisors
New York
$264K +$4.7K +42 +2%
LA
1455
LexAurum Advisors
Kansas
$263K -$11.9K -107 -4%
IAG
1456
Investmark Advisory Group
Connecticut
$263K -$10.2K -92 -4%
ITIM
1457
Indiana Trust & Investment Management
Indiana
$262K -$4.46K -40 -2%
W
1458
Wealthquest
Ohio
$262K – – –
SRC
1459
Shufro Rose & Co
New York
$262K +$7.71K +69 +3%
BSB
1460
Bangor Savings Bank
Maine
$260K -$6.14K -55 -2%
CRIG
1461
Charter Research & Investment Group
Connecticut
$260K – – –
CJL
1462
Cyrus J. Lawrence
New York
$260K +$260K +2,328 New
SCA
1463
Stokes Capital Advisors
South Carolina
$259K +$448 +4 +0.2%
WPA
1464
West Paces Advisors
Georgia
$259K -$63K -564 -20%
ED
1465
Exane Derivatives
France
$258K -$125K -1,119 -33%
BCM
1466
Boltwood Capital Management
California
$258K -$20.6K -185 -7%
ST
1467
Spinnaker Trust
Maine
$258K +$32K +286 +14%
BSSFA
1468
Baron Silver Stevens Financial Advisors
Florida
$258K +$258K +2,315 New
HC
1469
Hamilton Capital
Ohio
$257K -$12.4K -111 -5%
SRC
1470
Stone Run Capital
New York
$257K – – –
FMTC
1471
Farmers & Merchants Trust Company
California
$257K – – –
KTM
1472
Keeler Thomas Management
Utah
$255K – – –
CWP
1473
CFM Wealth Partners
Texas
$255K – – –
CTB
1474
Country Trust Bank
Illinois
$255K – – –
DY
1475
Dowling & Yahnke
California
$255K +$26.9K +241 +12%
57 58
59
60 61