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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 %
MW
1476
MBL Wealth
North Carolina
$255K +$255K +2,280 New
TFS
1477
Thoroughbred Financial Services
Tennessee
$254K +$254K +2,280 New
PPW
1478
Pinnacle Private Wealth
Massachusetts
$252K -$3.9K -35 -2%
MPCG
1479
Matrix Private Capital Group
New York
$252K +$2.12K +19 +0.8%
LCM
1480
LCM Capital Management
Illinois
$252K +$3.24K +29 +1%
APA
1481
Astoria Portfolio Advisors
New York
$251K +$251K +2,248 New
LWA
1482
Lineweaver Wealth Advisors
Ohio
$251K +$251K +2,253 New
AWS
1483
Arkfeld Wealth Strategies
Nebraska
$250K +$577 +5 +0.2%
BIP
1484
Blueprint Investment Partners
North Carolina
$250K +$77K +688 +44%
BFM
1485
Boothbay Fund Management
New York
$249K -$14.2K -127 -5%
RIM
1486
Regent Investment Management
Kentucky
$249K +$249K +2,229 New
TCOO
1487
Trust Company of Oklahoma
Oklahoma
$248K – – –
MIM
1488
Moseley Investment Management
Florida
$248K -$5.58K -50 -2%
CP
1489
Castleview Partners
Texas
$247K -$24.3M -217,966 -99%
HCA
1490
Horan Capital Advisors
Ohio
$247K +$22.8K +204 +10%
CCM
1491
Crabel Capital Management
California
$247K +$247K +2,215 New
CBT
1492
Central Bank & Trust
Kentucky
$246K -$14.7K -131 -6%
CAM
1493
Cubic Asset Management
Massachusetts
$246K – – –
LRPA
1494
L. Roy Papp & Associates
Arizona
$246K – – –
RFN
1495
Redwood Financial Network
Ohio
$246K +$246K +2,199 New
Capstone Investment Advisors
1496
Capstone Investment Advisors
New York
$246K +$246K +2,207 New
CA
1497
CapWealth Advisors
Tennessee
$245K -$46.4K -415 -16%
VBCG
1498
Valley Brook Capital Group
Pennsylvania
$245K – – –
CCC
1499
Chelsea Counsel Company
California
$245K – – –
LWP
1500
Lumature Wealth Partners
Georgia
$245K – – –
58 59
60
61 62