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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 %
SGAM
1801
Smith Group Asset Management
Texas
$9K – – –
ZIG
1802
Zullo Investment Group
Pennsylvania
$9K – – –
OLVIG
1803
Oliver Lagore Vanvalin Investment Group
Michigan
$9K +$9K +82 New
BBPWM
1804
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
AW
1805
Avion Wealth
Texas
$8K – – –
IFA
1806
Interactive Financial Advisors
Illinois
$8K – – –
PWP
1807
Pursue Wealth Partners
California
$7.81K +$7.81K +68 New
WAS
1808
Winch Advisory Services
Wisconsin
$7K -$106 -1 -1%
CMA
1809
Cedar Mountain Advisors
Oregon
$7K – – –
NIC
1810
Northwest Investment Counselors
Oregon
$7K – – –
ZC
1811
Zeit Capital
Colorado
$7K – – –
UIA
1812
Ulland Investment Advisors
Minnesota
$7K +$7K +60 New
CCM
1813
Cribstone Capital Management
Maine
$6K -$4.21K -40 -41%
TCWA
1814
Ten Capital Wealth Advisors
Washington
$6K – – –
RCC
1815
Red Cedar Capital
Nebraska
$6K +$6K +58 New
BWP
1816
Baldwin Wealth Partners
Massachusetts
$4K – – –
S
1817
Surevest
California
$4K – – –
WIA
1818
Wealthstreet Investment Advisors
Texas
$4K – – –
LPWM
1819
Lake Point Wealth Management
Texas
$4K – – –
ACK
1820
Andrew C. Karlinski
$4K – – –
GI
1821
GS Investments
Minnesota
$4K +$4K +32 New
Optiver Holding
1822
Optiver Holding
Netherlands
$4K +$4K +40 New
SLWS
1823
Swaine & Leidel Wealth Services
Florida
$3.57K +$3.57K +3,566 New
ONST
1824
Old North State Trust
North Carolina
$3.01K -$3.12M -27,943 -100%
JAM
1825
JCIC Asset Management
Ontario, Canada
$3K – – –
71 72
73
74 75