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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 %
AAP
1626
Arax Advisory Partners
Colorado
$174K +$3.81K +34 +2%
TWM
1627
Tradition Wealth Management
Minnesota
$172K +$896 +8 +0.5%
CFFP
1628
Center for Financial Planning
Michigan
$170K – – –
EW
1629
Evoke Wealth
California
$170K +$8.6K +77 +5%
FMTCOCP
1630
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$169K -$3.92K -35 -2%
CMBA
1631
C.M. Bidwell & Associates
Hawaii
$167K -$557 -5 -0.3%
HA
1632
Herold Advisors
New York
$165K +$165K +1,478 New
TH
1633
TCTC Holdings
Texas
$164K – – –
BAM
1634
Byrne Asset Management
New Jersey
$162K -$11.1K -100 -6%
TWA
1635
TCI Wealth Advisors
Arizona
$162K +$35.9K +321 +29%
AP
1636
Atwood & Palmer
Missouri
$158K – – –
PPWM
1637
PFG Private Wealth Management
Florida
$156K +$115K +1,034 +282%
ACA
1638
Atlas Capital Advisors
Wyoming
$154K +$782 +7 +0.5%
HBW
1639
Hazlett, Burt & Watson
West Virginia
$153K +$153K +1,359 New
VC
1640
Vestor Capital
Illinois
$151K – – –
PMFA
1641
Plante Moran Financial Advisors
Michigan
$146K -$30.5K -274 -17%
AIM
1642
Achmea Investment Management
Netherlands
$146K – – –
TFA
1643
Toth Financial Advisory
Virginia
$144K +$893 +8 +0.6%
AA
1644
Addison Advisors
Vermont
$142K +$111 +1 +0.1%
C
1645
Covestor
United Kingdom
$141K +$115K +1,030 +448%
CLOS
1646
Compagnie Lombard Odier SCmA
Switzerland
$140K – – –
WB
1647
West Bancorporation
Iowa
$140K +$42.6K +380 +44%
CSB
1648
City State Bank
Iowa
$136K – – –
AWM
1649
AllSquare Wealth Management
New York
$132K – – –
AWM
1650
Atticus Wealth Management
Florida
$130K – – –
64 65
66
67 68