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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 %
ME
1726
McIlrath & Eck
Washington
$45K – – –
PP
1727
PrairieView Partners
Minnesota
$45K – – –
RCM
1728
Regency Capital Management
Hawaii
$45K – – –
WWP
1729
WR Wealth Planners
Missouri
$45K +$45K +403 New
WPWM
1730
Western Pacific Wealth Management
Illinois
$43K – – –
AssetMark Inc
1731
AssetMark Inc
California
$42K -$20K -179 -32%
APW
1732
Acima Private Wealth
Virginia
$41K – – –
EFS
1733
Econ Financial Services
Pennsylvania
$40K – – –
MWM
1734
Mascoma Wealth Management
New Hampshire
$40K – – –
DC
1735
DeDora Capital
California
$40K +$40K +362 New
TIM
1736
Tortoise Investment Management
New York
$39K -$18.4K -165 -32%
JWBC
1737
John W. Brooker & Co
California
$39K – – –
HR
1738
Howe & Rusling
New York
$38K – – –
AP
1739
Arlington Partners
Alabama
$37K -$31.8K -285 -46%
TFO
1740
Tarbox Family Office
California
$37K -$13.9K -125 -27%
SQA
1741
Simon Quick Advisors
New Jersey
$35K -$47.5K -419 -58%
WOC
1742
West Oak Capital
California
$35K – – –
SJIM
1743
St. Johns Investment Management
Florida
$35K – – –
SLWA
1744
San Luis Wealth Advisors
California
$35K +$35K +337 New
SIAP
1745
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K +$224 +2 +0.7%
LWCFA
1746
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K +$664 +6 +2%
GFPC
1747
Global Financial Private Client
Florida
$33.8K – – –
PP
1748
PFS Partners
New Jersey
$33.2K – – –
MUMSS
1749
Mitsubishi UFJ Morgan Stanley Securities
Japan
$33K +$33K +300 New
CAL
1750
Capital Advisors Ltd
Ohio
$32K +$1.68K +15 +6%
68 69
70
71 72