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 %
STA
1576
Summit Trail Advisors
New York
$211K +$211K +1,893 New
SC
1577
Stephens Consulting
Michigan
$211K – – –
ST
1578
Smithfield Trust
Pennsylvania
$210K – – –
DAC
1579
Dividend Assets Capital
South Carolina
$210K – – –
ACM
1580
Armbruster Capital Management
New York
$210K +$210K +1,877 New
DAM
1581
Diamant Asset Management
Connecticut
$210K +$210K +1,879 New
MCM
1582
Mengis Capital Management
Oregon
$210K +$210K +1,883 New
ECM
1583
ExodusPoint Capital Management
New York
$209K -$11M -98,215 -98%
RPGK
1584
Retirement Planning Group (Kansas)
Kansas
$209K +$209K +1,871 New
1WM
1585
1900 Wealth Management
Texas
$209K +$209K +1,875 New
FPS
1586
Fieldpoint Private Securities
Connecticut
$208K +$94.2K +843 +83%
VCM
1587
Vision Capital Management
Oregon
$208K +$208K +1,860 New
HGERS
1588
Householder Group Estate & Retirement Specialist
Arizona
$208K +$208K +1,861 New
NFGCM
1589
Norman Fields Gottscho Capital Management
New York
$208K +$208K +1,863 New
OHIS
1590
Oak Harvest Investment Services
Texas
$207K -$65K -583 -24%
TP
1591
Tranquility Partners
Tennessee
$207K +$207K +1,856 New
FWM
1592
Fairhaven Wealth Management
Illinois
$207K +$207K +1,858 New
MRCM
1593
M&R Capital Management
New Jersey
$206K – – –
BPFA
1594
Barnes Pettey Financial Advisors
Mississippi
$206K +$206K +1,849 New
FPIS
1595
Financial Planning & Information Services
Wisconsin
$205K +$205K +1,832 New
Dodge & Cox
1596
Dodge & Cox
California
$205K +$205K +1,833 New
TWM
1597
Titus Wealth Management
California
$205K +$205K +1,835 New
SNB
1598
Security National Bank
Nebraska
$205K +$205K +1,836 New
MIP
1599
Mondrian Investment Partners
United Kingdom
$204K – – –
PBF
1600
Petix & Botte Financial
California
$204K +$204K +1,828 New
62 63
64
65 66