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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 %
KC
1676
Kenfarb & Co
Kentucky
$94K – – –
CWA
1677
Clearview Wealth Advisors
Oregon
$93K -$47.2K -423 -34%
CWM
1678
Cranbrook Wealth Management
Michigan
$93K – – –
CAC
1679
Core Alternative Capital
Georgia
$93K +$88.3K +788 +1,876%
MCM
1680
Manchester Capital Management
Vermont
$92K -$223 -2 -0.2%
KA
1681
Kozak & Associates
Colorado
$92K – – –
CFO
1682
CVA Family Office
Colorado
$89K – – –
RDIA
1683
RE Dickinson Investment Advisors
Iowa
$89K +$10.2K +92 +13%
ACM
1684
Aquatic Capital Management
Illinois
$89K +$66.8K +600 +300%
Macquarie Group
1685
Macquarie Group
Australia
$88.8K -$3.69K -33,436 -4%
PWMG
1686
Prestige Wealth Management Group
New Jersey
$88K +$224 +2 +0.3%
CA
1687
Centerpoint Advisors
Massachusetts
$86K -$12.1K -108 -12%
BAM
1688
Bellevue Asset Management
Washington
$84K +$113 +1 +0.1%
WAM
1689
WFA Asset Management
Wisconsin
$82.5K – – –
SIS
1690
Sound Income Strategies
Florida
$81K +$4.01K +36 +5%
ACM
1691
Antonetti Capital Management
Florida
$80K – – –
SC
1692
Seldon Capital
California
$79K – – –
LWA
1693
Lenox Wealth Advisors
New York
$76K +$229 +2 +0.3%
PCTC
1694
Perkins Coie Trust Company
Washington
$74K – – –
EDRH
1695
Edmond de Rothschild Holding
Switzerland
$74K – – –
RIM
1696
Rockbridge Investment Management
New York
$73.1K +$451 +4 +0.6%
MTIC
1697
Missouri Trust & Investment Company
Missouri
$73K – – –
WSCM
1698
Wellington Shields Capital Management
New York
$72K +$72K +649 New
PO
1699
Private Ocean
California
$71K – – –
AS
1700
Altshuler Shaham
Israel
$70K -$10.9K -97 -13%
66 67
68
69 70