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Duke Energy
DUK

Overview Fund Activity

1,801 hedge funds and large institutions have $52.2B invested in Duke Energy in 2022 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 809 increasing their positions, 594 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,801
Holders Change
-37
Holders Change %
-2.01%
% of All Funds
30.45%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.49%
New
102
Increased
809
Reduced
594
Closed
105
Calls
$566M
Puts
$361M
Net Calls
+$205M
Net Calls Change
+$68.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$811M
2
Morgan Stanley
Morgan Stanley
New York
$1.01B
3
BlackRock
BlackRock
New York
$5.77B
4
State Street
State Street
Massachusetts
$4.75B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$217M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$981M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.2B
3
Citadel Advisors
Citadel Advisors
Florida
$11.4M
4
Ameriprise
Ameriprise
Minnesota
$159M
5
Millennium Management
Millennium Management
New York
$5.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
1801
International Assets Investment Management
Florida
$593 +$89 +834 +18%
WIM
1802
Westside Investment Management
California
$82 – – –
RDIA
1803
RE Dickinson Investment Advisors
Iowa
$76 -$10 -92 -11%
ZP
1804
Zimmer Partners
New York
– -$67.3M -602,727 Closed
ZIG
1805
Zurich Insurance Group
Switzerland
– -$35.5M -317,782 Closed
Twin Tree Management
1806
Twin Tree Management
Texas
– -$25.1M -224,774 Closed
Squarepoint
1807
Squarepoint
New York
– -$21.1M -188,636 Closed
Fidelity International
1808
Fidelity International
Bermuda
– -$15.5M -138,668 Closed
MSL
1809
Mackay Shields LLC
New York
– -$12.3M -110,232 Closed
Wealth Enhancement Advisory Services
1810
Wealth Enhancement Advisory Services
Minnesota
– -$9.67M -86,508 Closed
QIM
1811
Quantitative Investment Management
Virginia
– -$6.51M -58,280 Closed
KHCM
1812
Kettle Hill Capital Management
New York
– -$6.5M -58,249 Closed
Qube Research & Technologies (QRT)
1813
Qube Research & Technologies (QRT)
United Kingdom
– -$6.29M -56,345 Closed
DA
1814
Duality Advisers
Florida
– -$3.85M -34,480 Closed
AWA
1815
Aaron Wealth Advisors
Illinois
– -$282K -31,488 Closed
HT
1816
HighTower Trust
Texas
– -$3.07M -27,463 Closed
WLPWM
1817
Walled Lake Planning & Wealth Management
Illinois
– -$2.76M -24,695 Closed
PHIMC
1818
Private Harbour Investment Management & Counsel
Ohio
– -$2.23M -19,966 Closed
SCF
1819
Sante Capital Fund
Texas
– -$2.2M -19,661 Closed
WC
1820
Wexford Capital
Florida
– -$2.13K -19,099 Closed
FANJ
1821
Financial Architects (New Jersey)
New Jersey
– -$1.82M -16,293 Closed
IRF
1822
IBM Retirement Fund
New York
– -$1.37M -12,259 Closed
TI
1823
Trexquant Investment
Connecticut
– -$1.32M -11,829 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1824
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$1.32M -11,800 Closed
HCM
1825
Highview Capital Management
Illinois
– -$1.22M -10,915 Closed
71 72
73
74 75