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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 %
ZIM
1601
Zacks Investment Management
Illinois
$204K +$204K +1,831 New
SFM
1602
Signet Financial Management
New Jersey
$203K -$28K -250 -12%
GWS
1603
Glassman Wealth Services
Virginia
$202K +$22.3K +200 +12%
BFG
1604
Barber Financial Group
Kansas
$202K +$202K +1,806 New
SIG
1605
Sargent Investment Group
Maryland
$202K +$202K +1,808 New
SFS
1606
Summit Financial Strategies
Ohio
$202K +$202K +1,812 New
RRCM
1607
Rappaport Reiches Capital Management
Illinois
$202K +$202K +1,805 New
FDCDDQ
1608
Federation des caisses Desjardins du Quebec
Quebec, Canada
$201K -$106K -951 -35%
SBL
1609
Sargent Bickham Lagudis
Colorado
$201K – – –
VNA
1610
Valley National Advisers
Pennsylvania
$201K +$44.5K +399 +28%
VCM
1611
Virtue Capital Management
Tennessee
$201K +$201K +1,800 New
I
1612
INVST
Indiana
$201K +$201K +1,813 New
PG
1613
Prostatis Group
Maryland
$200K +$200K +1,795 New
AIP
1614
Ahrens Investment Partners
Louisiana
$200K – – –
BMC
1615
Benin Management Corp
Connecticut
$200K +$200K +1,792 New
KC
1616
Knuff & Co
California
$198K -$99.7K -893 -33%
VCM
1617
Vigilant Capital Management
Maine
$197K -$3.9K -35 -2%
LC
1618
Lindbrook Capital
California
$194K +$7.84K +70 +4%
KTC
1619
Kistler-Tiffany Companies
Pennsylvania
$193K -$55.3K -494 -22%
Koshinski Asset Management
1620
Koshinski Asset Management
Illinois
$186K +$21.7K +398 +13%
BHWM
1621
Beaird Harris Wealth Management
Texas
$182K -$9.36K -84 -5%
KFI
1622
Key Financial Inc
Pennsylvania
$182K +$44.6K +400 +32%
AA
1623
AlphaMark Advisors
Kentucky
$180K -$16.8K -150 -9%
AF
1624
Arrow Financial
New York
$176K – – –
Bank Julius Baer & Co
1625
Bank Julius Baer & Co
Switzerland
$175K -$72.4K -649 -29%
63 64
65
66 67