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Duke Energy
DUK

Overview Fund Activity

1,828 hedge funds and large institutions have $51.7B invested in Duke Energy in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 774 increasing their positions, 596 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,828
Holders Change
+80
Holders Change %
+4.58%
% of All Funds
29.49%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
208
Increased
774
Reduced
596
Closed
91
Calls
$712M
Puts
$421M
Net Calls
+$291M
Net Calls Change
+$179M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$328M
3
American Century Companies
American Century Companies
Missouri
+$192M
4
Bessemer Group
Bessemer Group
New Jersey
+$141M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$132M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$604M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
3
State Street
State Street
Massachusetts
-$120M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$107M
5
Cohen & Steers
Cohen & Steers
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1476
RNC Capital Management
California
$246K -$8.34K -81 -3%
LC
1477
Lindbrook Capital
California
$245K +$39K +379 +19%
RDFA
1478
Ritter Daniher Financial Advisory
Ohio
$244K -$20.3K -197 -8%
WPW
1479
Waldron Private Wealth
Pennsylvania
$244K – – –
CBT
1480
Central Bank & Trust
Kentucky
$244K +$17.3K +168 +8%
C
1481
Certuity
Florida
$243K +$13.3K +129 +6%
FFG
1482
Frisch Financial Group
New York
$243K +$243K +2,355 New
SRC
1483
Sage Rhino Capital
California
$242K -$11.8K -115 -5%
SRC
1484
Shufro Rose & Co
New York
$240K -$103 -1 -0%
LNB
1485
Ledyard National Bank
$239K – – –
BSSFA
1486
Baron Silver Stevens Financial Advisors
Florida
$238K +$238K +2,315 New
RWA
1487
Redhawk Wealth Advisors
Minnesota
$238K -$95.1K -923 -29%
BCCM
1488
Bridge Creek Capital Management
Massachusetts
$238K – – –
LCM
1489
LCM Capital Management
Illinois
$237K – – –
SRC
1490
Stone Run Capital
New York
$237K – – –
EIM
1491
Essex Investment Management
Massachusetts
$236K -$9.58K -93 -4%
DAC
1492
Dividend Assets Capital
South Carolina
$236K +$46.4K +450 +24%
M
1493
MOTCO
Texas
$235K +$20.2K +196 +9%
TPWA
1494
TRUE Private Wealth Advisors
Oregon
$234K +$6.28K +61 +3%
SHFA
1495
SC&H Financial Advisors
Maryland
$234K -$19.6K -190 -8%
LFG
1496
Lockerman Financial Group
California
$234K -$5.05K -49 -2%
WMA
1497
West Michigan Advisors
Michigan
$234K +$2.06K +20 +0.9%
CWM
1498
Chesapeake Wealth Management
Virginia
$233K -$3.09K -30 -1%
WC
1499
Westhampton Capital
North Carolina
$233K +$233K +2,261 New
PWM
1500
Provident Wealth Management
Tennessee
$232K +$5.77K +56 +3%
58 59
60
61 62