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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 %
IAG
1851
Investmark Advisory Group
Connecticut
– -$263K -2,362 Closed
SCA
1852
Stokes Capital Advisors
South Carolina
– -$259K -2,315 Closed
CCM
1853
Crabel Capital Management
California
– -$247K -2,215 Closed
AWG
1854
Altus Wealth Group
Colorado
– -$238K -2,133 Closed
HWA
1855
Heartwood Wealth Advisors
Virginia
– -$235K -2,102 Closed
MC
1856
Machina Capital
France
– -$227K -2,032 Closed
KOC
1857
Koss-Olinger Consulting
Florida
– -$226K -2,025 Closed
GAB
1858
German American Bancorp
Indiana
– -$220K -1,974 Closed
HFS
1859
Hantz Financial Services
Michigan
– -$218K -1,954 Closed
AW
1860
Apricus Wealth
South Carolina
– -$222K -1,920 Closed
AP
1861
Appleton Partners
Massachusetts
– -$214K -1,914 Closed
PWSG
1862
Pacific Wealth Strategies Group
California
– -$213K -1,910 Closed
PIFP
1863
Partners in Financial Planning
Virginia
– -$218K -1,908 Closed
DAM
1864
Diamant Asset Management
Connecticut
– -$210K -1,879 Closed
ACM
1865
Armbruster Capital Management
New York
– -$210K -1,877 Closed
ECM
1866
ExodusPoint Capital Management
New York
– -$209K -1,870 Closed
NFGCM
1867
Norman Fields Gottscho Capital Management
New York
– -$208K -1,863 Closed
HGERS
1868
Householder Group Estate & Retirement Specialist
Arizona
– -$208K -1,861 Closed
VCM
1869
Vision Capital Management
Oregon
– -$208K -1,860 Closed
TP
1870
Tranquility Partners
Tennessee
– -$207K -1,856 Closed
BPFA
1871
Barnes Pettey Financial Advisors
Mississippi
– -$206K -1,849 Closed
IP
1872
Ignite Planners
California
– -$211K -1,849 Closed
SNB
1873
Security National Bank
Nebraska
– -$205K -1,836 Closed
TWM
1874
Titus Wealth Management
California
– -$205K -1,835 Closed
Dodge & Cox
1875
Dodge & Cox
California
– -$205K -1,833 Closed
73 74
75
76 77