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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 %
KFA
1876
Krane Funds Advisors
New York
– -$378K -3,601 Closed
SM
1877
SG3 Management
Puerto Rico
– -$367K -3,500 Closed
BAM
1878
Blueshift Asset Management
New Jersey
– -$340K -3,237 Closed
Nomura Holdings
1879
Nomura Holdings
Japan
– -$326K -3,104 Closed
MM
1880
MQS Management
New York
– -$283K -2,697 Closed
HIC
1881
Harvey Investment Company
Kentucky
– -$281K -2,675 Closed
YMRC
1882
Yorktown Management & Research Company
Virginia
– -$278K -2,650 Closed
ARC
1883
Advisor Resource Council
Texas
– -$272K -2,593 Closed
CHP
1884
Cable Hill Partners
Oregon
– -$270K -2,573 Closed
CIA
1885
ClearBridge Investments (Australia)
Australia
– -$269K -2,568 Closed
WAAG
1886
Wealth Alliance Advisory Group
Kansas
– -$253K -2,415 Closed
PL
1887
Pluribus Labs
California
– -$251K -2,388 Closed
SBF
1888
Sara-Bay Financial
Florida
– -$234K -2,227 Closed
AWE
1889
Avidian Wealth Enterprises
Texas
– -$233K -2,217 Closed
OC
1890
Oarsman Capital
Wisconsin
– -$222K -2,116 Closed
FC
1891
FORA Capital
Florida
– -$217K -2,071 Closed
Jacobs Levy Equity Management
1892
Jacobs Levy Equity Management
New Jersey
– -$215K -2,046 Closed
FUBT
1893
First United Bank & Trust
Maryland
– -$210K -2,006 Closed
AWM
1894
Absher Wealth Management
North Carolina
– -$209K -1,992 Closed
SWK
1895
Stephen W. Kidder
– -$209K -1,991 Closed
WP
1896
WMS Partners
Maryland
– -$207K -1,970 Closed
GIM
1897
Goelzer Investment Management
Indiana
– -$201K -1,914 Closed
NIM
1898
NuWave Investment Management
New Jersey
– -$162K -1,543 Closed
RIA
1899
Richwood Investment Advisors
Ohio
– -$159K -1,515 Closed
RK
1900
Rather & Kittrell
Tennessee
– -$136K -1,297 Closed
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