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 %
BWM
1651
Baystate Wealth Management
Massachusetts
$128K -$11.7K -104 -8%
CM
1652
Cornerstone Management
Georgia
$125K +$335 +3 +0.3%
GAM
1653
Gemmer Asset Management
California
$125K +$29.9K +268 +31%
CAGAS
1654
Capital Advisory Group Advisory Services
Minnesota
$125K +$125K +1,122 New
LS
1655
Leelyn Smith
Illinois
$124K – – –
IRAG
1656
Investment Research & Advisory Group
Georgia
$124K – – –
AG
1657
AIA Group
Hong Kong
$122K -$1.12M -9,986 -90%
APF
1658
Alaska Permanent Fund
Alaska
$122K +$888 +8 +0.7%
DI
1659
Disciplined Investments
Oklahoma
$121K +$33.7K +302 +39%
MIFH
1660
Migdal Insurance & Financial Holdings
Israel
$120K +$6.69K +60 +6%
PGAM
1661
Princeton Global Asset Management
New Jersey
$118K – – –
JWM
1662
Janiczek Wealth Management
Colorado
$118K +$13.6K +122 +13%
WB
1663
Webster Bank
Connecticut
$114K – – –
PSB
1664
Piscataqua Savings Bank
New Hampshire
$112K -$4.68K -42 -4%
SAM
1665
S.A. Mason
Michigan
$112K – – –
MFC
1666
Mechanics Financial Corp
Ohio
$112K – – –
GCA
1667
Greenwood Capital Associates
South Carolina
$108K -$1.78M -16,025 -94%
PP
1668
Paloma Partners
Connecticut
$104K -$14.5M -129,115 -99%
FFA
1669
Freedman Financial Associates
Massachusetts
$102K – – –
SSG
1670
Summit Securities Group
New York
$102K +$102K +915 New
RE
1671
RBC Europe
United Kingdom
$100K – – –
LFG
1672
Larson Financial Group
Missouri
$98K – – –
JMF
1673
Johnson Midwest Financial
Iowa
$97K +$556 +5 +0.6%
BEI
1674
Benjamin Edwards Inc
Missouri
$97K +$4.67K +42 +5%
EIP
1675
Ellis Investment Partners
Pennsylvania
$95K +$447 +4 +0.5%
65 66
67
68 69