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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 %
MKC
1501
M. Kraus & Co
Vermont
$245K +$1.9K +17 +0.8%
AAS
1502
Annex Advisory Services
Wisconsin
$245K +$3.02K +27 +1%
PWM
1503
Provident Wealth Management
Tennessee
$245K +$4.46K +40 +2%
CFAM
1504
Center For Asset Management
Florida
$244K +$31.3K +281 +15%
BCCM
1505
Bridge Creek Capital Management
Massachusetts
$243K -$14.7K -132 -6%
EIA
1506
Edgemoor Investment Advisors
Maryland
$243K +$243K +2,174 New
IFAM
1507
Institutional & Family Asset Management
Colorado
$242K – – –
RWA
1508
Redmont Wealth Advisors
Illinois
$242K – – –
MCM
1509
MV Capital Management
Maryland
$242K +$5.48K +49 +2%
PFO
1510
Pathstone Family Office
New Jersey
$240K -$94.6K -837 -28%
RCG
1511
Rock Creek Group
District of Columbia
$240K +$88.3K +791 +58%
WC
1512
Westhampton Capital
North Carolina
$239K +$239K +2,144 New
CCP
1513
Cassia Capital Partners
North Carolina
$238K +$238K +2,129 New
BWM
1514
Blossom Wealth Management
California
$238K +$238K +2,133 New
AWG
1515
Altus Wealth Group
Colorado
$238K +$238K +2,133 New
PCG
1516
Private Capital Group
Connecticut
$237K -$8.83K -79 -4%
GPA
1517
Guerra Pan Advisors
New Jersey
$237K +$11.3K +100 +5%
BBW
1518
Blue Barn Wealth
Utah
$236K -$1.01K -9 -0.4%
CI
1519
Carroll Investors
South Carolina
$235K – – –
HWA
1520
Heartwood Wealth Advisors
Virginia
$235K +$235K +2,102 New
CWG
1521
Crown Wealth Group
North Carolina
$235K +$235K +2,108 New
CCA
1522
Childress Capital Advisors
Texas
$234K -$98.9K -892 -30%
WFMPM
1523
Woodley Farra Manion Portfolio Management
Indiana
$234K – – –
CCA
1524
Column Capital Advisors
Indiana
$233K -$1.45K -13 -0.6%
HWA
1525
HHM Wealth Advisors
Tennessee
$232K +$44.6K +400 +24%
59 60
61
62 63