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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 %
GAB
1551
German American Bancorp
Indiana
$220K +$220K +1,974 New
WMA
1552
West Michigan Advisors
Michigan
$219K -$24K -215 -10%
LFG
1553
Lockerman Financial Group
California
$219K – – –
CWM
1554
Calamos Wealth Management
Illinois
$219K +$219K +1,960 New
MF
1555
Meridian Financial
Massachusetts
$218K +$335 +3 +0.2%
PIFP
1556
Partners in Financial Planning
Virginia
$218K +$218K +1,908 New
HFS
1557
Hantz Financial Services
Michigan
$218K +$218K +1,954 New
JPMIA
1558
J.P. Marvel Investment Advisors
Massachusetts
$217K -$164K -1,466 -43%
CGFA
1559
Colton Groome Financial Advisors
North Carolina
$217K – – –
OFG
1560
Oxford Financial Group
Indiana
$216K – – –
TA
1561
TrueWealth Advisors
Alabama
$215K – – –
WAM
1562
WealthTrust Asset Management
Florida
$215K +$112 +1 +0.1%
1WA
1563
180 Wealth Advisors
Washington
$214K -$56.6K -495 -21%
FFMBT
1564
First Farmers & Merchants Bank Trust
Tennessee
$214K – – –
AP
1565
Appleton Partners
Massachusetts
$214K +$214K +1,914 New
CCM
1566
Canal Capital Management
Virginia
$214K +$214K +1,915 New
PWSG
1567
Pacific Wealth Strategies Group
California
$213K -$198K -1,778 -48%
BAM
1568
Barrett Asset Management
New York
$213K -$3.68K -33 -2%
SIMG
1569
Sonora Investment Management Group
Arizona
$213K +$213K +1,909 New
W
1570
WealthOne
New York
$212K -$6.02K -54 -3%
MC
1571
Middleton & Co
Massachusetts
$212K -$3.46K -31 -2%
BFA
1572
Buttonwood Financial Advisors
Maryland
$212K +$212K +1,900 New
SCM
1573
Silvant Capital Management
Georgia
$211K – – –
GTAM
1574
Global Trust Asset Management
Florida
$211K +$144K +1,294 +217%
IP
1575
Ignite Planners
California
$211K +$211K +1,849 New
61 62
63
64 65