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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 %
CPFP
1826
Clear Perspectives Financial Planning
Ohio
$3K – – –
JAM
1827
JCIC Asset Management
Ontario, Canada
$3K – – –
WA
1828
Win Advisors
Florida
$3K +$3K +24 New
CI
1829
Cordant Inc
Oregon
$3K +$3K +30 New
WC
1830
Wexford Capital
Florida
$2.13K +$2.13K +19,099 New
KFP
1831
KB Financial Partners
New Jersey
$2K – – –
IRC
1832
Investors Research Corp
Georgia
$2K +$2K +15 New
IWP
1833
IAG Wealth Partners
Wisconsin
$2K +$2K +16 New
BIM
1834
Baldwin Investment Management
Pennsylvania
$1.14K +$1 +5 +0%
LWMNY
1835
Landmark Wealth Management (New York)
New York
$883 +$883 +883 New
NDSI
1836
Newman Dignan & Sheerar Inc
Rhode Island
$317 -$35 -317 -10%
MGIM
1837
M&G Investment Management
United Kingdom
$201 -$19 -173 -9%
WIM
1838
Westside Investment Management
California
$86 +$15 +135 +21%
EIM
1839
Elliott Investment Management
Florida
– -$105M -1,000,000 Closed
SFI
1840
Susquehanna Fundamental Investments
Pennsylvania
– -$15.8M -150,537 Closed
ACI
1841
AMP Capital Investors
Australia
– -$14.8M -140,789 Closed
JRCM
1842
Jones Road Capital Management
New York
– -$12.2M -116,550 Closed
CC
1843
Coann Capital
Connecticut
– -$8.69M -82,848 Closed
QT
1844
Quantbot Technologies
New York
– -$6.33M -60,326 Closed
AF
1845
Ally Financial
Michigan
– -$5.77M -55,000 Closed
TC
1846
TwinBeech Capital
New York
– -$5.14M -49,009 Closed
SM
1847
Sciencast Management
New Jersey
– -$4.84M -46,265 Closed
EGM
1848
Engineers Gate Manager
New York
– -$3.84M -36,587 Closed
TCM
1849
Teza Capital Management
Illinois
– -$3.55M -33,872 Closed
ESCM
1850
Echo Street Capital Management
New York
– -$3.45M -32,915 Closed
72 73
74
75 76