DUK icon

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 %
TPWA
1526
TRUE Private Wealth Advisors
Oregon
$230K +$1.44K +13 +0.6%
WPW
1527
Waldron Private Wealth
Pennsylvania
$230K +$230K +2,065 New
LCM
1528
Liberty Capital Management
Michigan
$229K – – –
LIG
1529
Lokken Investment Group
Delaware
$228K +$331 +3 +0.1%
MC
1530
Machina Capital
France
$227K -$119K -1,068 -34%
EFG
1531
Everhart Financial Group
Ohio
$227K +$227K +2,035 New
HWM
1532
HFR Wealth Management
New York
$226K -$18.7K -167 -8%
KOC
1533
Koss-Olinger Consulting
Florida
$226K +$226K +2,025 New
B
1534
Brightworth
Georgia
$225K -$116K -1,036 -34%
XWM
1535
Xcel Wealth Management
Florida
$225K – – –
NCMW
1536
Northern Capital Management (Washington)
Washington
$224K – – –
PB
1537
Pinnacle Bancorp
Nebraska
$224K +$15.7K +141 +8%
H6H
1538
Hightower 6M Holding
Kansas
$224K +$224K +2,006 New
RCM
1539
RNC Capital Management
California
$223K -$173K -1,544 -44%
KCA
1540
Karn Couzens & Associates
Connecticut
$223K -$53.6K -481 -19%
LIA
1541
LS Investment Advisors
Michigan
$223K – – –
AA
1542
Auxano Advisors
Washington
$223K – – –
MAM
1543
McLean Asset Management
Virginia
$223K +$1.78K +16 +0.8%
PP
1544
PDS Planning
Ohio
$223K +$23.3K +208 +12%
AW
1545
Apricus Wealth
South Carolina
$222K -$57.1K -494 -20%
PTCG
1546
Pring Turner Capital Group
California
$222K -$3.01K -27 -1%
AFS
1547
Axiom Financial Strategies
Indiana
$222K +$110 +1 +0%
RCA
1548
Ranch Capital Advisors
Florida
$222K +$223 +2 +0.1%
LWM
1549
Liberty Wealth Management
California
$222K +$222K +1,988 New
SSA
1550
South Street Advisors
New York
$220K – – –
60 61
62
63 64