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Duke Energy
DUK

Overview Fund Activity

1,748 hedge funds and large institutions have $45.3B invested in Duke Energy in 2022 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 799 increasing their positions, 562 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,748
Holders Change
-53
Holders Change %
-2.94%
% of All Funds
30.23%
Holding in Top 10
16
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-44.83%
% of All Funds
0.28%
New
103
Increased
799
Reduced
562
Closed
130
Calls
$448M
Puts
$336M
Net Calls
+$112M
Net Calls Change
-$92.7M

Top Buyers

1
BlackRock
BlackRock
New York
$5.11B
2
Vanguard Group
Vanguard Group
Pennsylvania
$6.56B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$892M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$268M
5
State Street
State Street
Massachusetts
$4.2B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$244M
2
Franklin Resources
Franklin Resources
California
$664M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.17B
4
Cohen & Steers
Cohen & Steers
New York
$143M
5
APG Asset Management
APG Asset Management
Netherlands
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
HEIP
1751
Hudson Edge Investment Partners
New Jersey
– -$4.51M -42,077 Closed
SHFP
1752
Second Half Financial Partners
Florida
– -$3.57M -36,944 Closed
Simplex Trading
1753
Simplex Trading
Illinois
– -$2.98M -27,808 Closed
AFWM
1754
AMJ Financial Wealth Management
Virginia
– -$2.85M -26,546 Closed
CIC
1755
Cornercap Investment Counsel
Georgia
– -$2.49M -23,201 Closed
Parallax Volatility Advisers
1756
Parallax Volatility Advisers
California
– -$2.34M -21,778 Closed
SAM
1757
Synergy Asset Management
Washington
– -$2.2M -20,525 Closed
VLKIM
1758
Van Lanschot Kempen Investment Management
Netherlands
– -$1.94M -18,124 Closed
PFM
1759
Premier Fund Managers
United Kingdom
– -$1.7M -16,000 Closed
FPCG
1760
Fort Pitt Capital Group
Pennsylvania
– -$1.63M -15,187 Closed
BCM
1761
Bayesian Capital Management
New York
– -$1.39M -13,000 Closed
NW
1762
NewEdge Wealth
Pennsylvania
– -$1.37M -12,820 Closed
CIP
1763
Convergence Investment Partners
Florida
– -$1.36M -12,698 Closed
AAF
1764
Andra AP-fonden
Sweden
– -$1.04M -9,700 Closed
CBN
1765
Cadence Bank NA
Texas
– -$899K -8,386 Closed
MCM
1766
Moore Capital Management
New York
– -$872K -8,131 Closed
CAM
1767
Connacht Asset Management
New York
– -$696K -6,493 Closed
GTCM
1768
Gyon Technologies Capital Management
New Jersey
– -$553K -5,154 Closed
SEC
1769
Seven Eight Capital
New York
– -$496K -4,625 Closed
ASFA
1770
All Season Financial Advisors
Colorado
– -$494K -4,609 Closed
ALAM
1771
Asahi Life Asset Management
Japan
– -$492K -4,590 Closed
BWM
1772
BCS Wealth Management
Tennessee
– -$440K -4,101 Closed
CC
1773
Centiva Capital
New York
– -$380K -3,541 Closed
VIA
1774
Vident Investment Advisory
Georgia
– -$366K -3,411 Closed
MP
1775
McDonald Partners
Ohio
– -$328K -3,062 Closed
69 70
71
72 73