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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 %
TFM
1701
TFC Financial Management
Massachusetts
$69K -$10.1K -90 -13%
VCM
1702
Versant Capital Management
Arizona
$68K +$1.9K +17 +3%
RTC
1703
Riverview Trust Company
Washington
$67K +$48.7K +437 +266%
LTI
1704
Laffer Tengler Investments
Tennessee
$66.5K – – –
JGIA
1705
Jackson Grant Investment Advisers
Connecticut
$66K – – –
GWSG
1706
GPS Wealth Strategies Group
Colorado
$66K +$3.71K +33 +6%
TAM
1707
Tucker Asset Management
Colorado
$65.3K +$5.13K +46 +9%
EC
1708
Estate Counselors
Wisconsin
$65K – – –
SCA
1709
Stuart Chaussee & Associates
California
$65K – – –
EL
1710
EMFO LLC
Florida
$65K – – –
Skandinaviska Enskilda Banken (SEB)
1711
Skandinaviska Enskilda Banken (SEB)
Sweden
$64K +$64K +569 New
DWP
1712
Destiny Wealth Partners
Florida
$63K +$2.45K +22 +4%
FCT
1713
First Community Trust
Iowa
$61K – – –
CH
1714
Canton Hathaway
Rhode Island
$60K – – –
CIA
1715
Cascade Investment Advisors
Oregon
$59.7K – – –
TF
1716
TimeScale Financial
Massachusetts
$57K +$335 +3 +0.6%
HSA
1717
Hussman Strategic Advisors
Maryland
$56K -$168K -1,500 -75%
GIA
1718
Goodwin Investment Advisory
Georgia
$53K +$53K +479 New
LF
1719
Lee Financial
Texas
$51K -$1.11K -10 -2%
KFS
1720
Kelly Financial Services
Massachusetts
$50.5K +$224 +2 +0.4%
RF
1721
Robbins Farley
New Hampshire
$50K – – –
HCM
1722
Horrell Capital Management
Arkansas
$47K – – –
SC
1723
Siena Capital
Ohio
$47K +$47K +417 New
MWC
1724
MBM Wealth Consultants
Missouri
$46K – – –
SPWM
1725
Spartan Planning & Wealth Management
North Carolina
$46K +$46K +413 New
67 68
69
70 71