DUK icon

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 %
SAM
1776
Strategic Asset Management
Minnesota
$18K – – –
OCM
1777
Orion Capital Management
California
$17K – – –
RA
1778
Rise Advisors
New York
$17K +$110 +1 +0.7%
SSC
1779
Syverson Strege & Co
Iowa
$17K +$114 +1 +0.7%
SMG
1780
Spectrum Management Group
Indiana
$16K – – –
CDIA
1781
Capital Directions Investment Advisors
Georgia
$16K +$16K +144 New
APP
1782
Alpha Paradigm Partners
Illinois
$15K -$102K -889 -87%
LWA
1783
Lowe Wealth Advisors
Maryland
$15K – – –
MIM
1784
Macroview Investment Management
Maryland
$15K +$115 +1 +0.8%
JWA
1785
JFS Wealth Advisors
Pennsylvania
$15K +$9.66K +85 +181%
DWA
1786
Delos Wealth Advisors
Texas
$14K – – –
MW
1787
Milestone Wealth
New York
$14K – – –
BC
1788
Burleson & Co
California
$14K +$115 +1 +0.8%
HF
1789
Halpern Financial
Virginia
$13.7K -$63.3K -567 -82%
SC
1790
Sierra Capital
Florida
$12K – – –
RAM
1791
Riggs Asset Management
Pennsylvania
$12K +$3.43K +30 +40%
SC
1792
Schubert & Co
Texas
$12K +$10.4K +93 +664%
GA
1793
GoalVest Advisory
New York
$12K +$12K +111 New
PI
1794
PineBridge Investments
New York
$11K -$154K -1,400 -93%
CI Investments Inc
1795
CI Investments Inc
Ontario, Canada
$11K -$117K -1,013 -91%
ACM
1796
AUA Capital Management
Pennsylvania
$11K – – –
BA
1797
Bivin & Associates
Oklahoma
$11K – – –
DFCM
1798
Dark Forest Capital Management
Puerto Rico
$11K +$1.09K +10 +11%
JPLA
1799
Joseph P. Lucia & Associates
New York
$11K +$11K +100 New
ODG
1800
O'Dell Group
Ohio
$9K – – –
70 71
72
73 74