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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 %
TFGT
1751
TS Financial Group (TSFG)
Illinois
$31K +$113 +1 +0.4%
FEG
1752
Financial Enhancement Group
Indiana
$30K – – –
SPWG
1753
Sage Private Wealth Group
Illinois
$30K – – –
EAM
1754
Eukles Asset Management
Ohio
$29K – – –
RG
1755
Retirement Group
California
$29K – – –
HCM
1756
Highlander Capital Management
New Jersey
$28K – – –
LD
1757
Lipe & Dalton
New York
$27K -$23.1K -208 -46%
PFA
1758
Professional Financial Advisors
Nebraska
$26K – – –
SWA
1759
SOA Wealth Advisors
New York
$24K +$11.5K +104 +92%
PP
1760
Pacifica Partners
Canada
$23K – – –
NWM
1761
Nauset Wealth Management
Connecticut
$23K +$23K +210 New
FWM
1762
Focused Wealth Management
New York
$22K – – –
JFA
1763
JNBA Financial Advisors
Minnesota
$22K +$3.52K +32 +19%
ANBT
1764
American National Bank & Trust
Texas
$22K +$18.4K +168 +509%
BDWM
1765
Brewin Dolphin Wealth Management
Ireland
$21K – – –
GKIM
1766
GW&K Investment Management
Massachusetts
$21K +$21K +187 New
BA
1767
Bellwether Advisors
Nebraska
$20K -$83.2K -749 -81%
SA
1768
SRH Advisors
Kansas
$20K – – –
FCG
1769
Financial Connections Group
California
$20K – – –
HWMA
1770
Heritage Wealth Management (Arizona)
Arizona
$20K +$20K +176 New
SIC
1771
SJS Investment Consulting
Ohio
$19K -$10.9K -100 -36%
CWM
1772
Cedar Wealth Management
California
$19K – – –
CP
1773
Corbenic Partners
Pennsylvania
$19K +$2.92K +26 +18%
FP
1774
Financial Perspectives
Minnesota
$18.8K – – –
FQ
1775
First Quadrant
California
$18K -$596K -5,265 -97%
69 70
71
72 73