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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
$4.77B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.89B
3
Vanguard Group
Vanguard Group
Pennsylvania
$7.65B
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$285M
5
WHRC
W.H. Reaves & Co
New Jersey
$80.2M

Top Sellers

1
BlackRock
BlackRock
New York
$5.69B
2
Barclays
Barclays
United Kingdom
$126M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B
5
Federated Hermes
Federated Hermes
Pennsylvania
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
201
Canal Insurance Company
South Carolina
$16.8M – – –
Robeco Institutional Asset Management
202
Robeco Institutional Asset Management
Netherlands
$16.4M -$8.27M -74,041 -33%
IAA
203
Independent Advisor Alliance
North Carolina
$16.4M -$2.04M -18,298 -11%
OAM
204
Oppenheimer Asset Management
New York
$16.3M +$250K +2,235 +2%
CTA
205
Colonial Trust Advisors
South Carolina
$16.1M -$27.8K -249 -0.2%
Aviva
206
Aviva
United Kingdom
$15.9M -$9.88M -88,478 -38%
YCM
207
Yousif Capital Management
Michigan
$15.9M +$202K +1,813 +1%
EAM
208
Eagle Asset Management
Florida
$15.8M +$1.83M +16,371 +13%
Fidelity International
209
Fidelity International
Bermuda
$15.5M +$15.5M +138,668 New
BMO
210
Beck Mack & Oliver
New York
$15.4M -$155K -1,392 -1%
HAI
211
Hennessy Advisors Inc
California
$15.4M -$190K -1,700 -1%
URS
212
Utah Retirement Systems
Utah
$15.3M -$257K -2,300 -2%
MML Investors Services
213
MML Investors Services
Massachusetts
$15.1M +$502K +4,499 +3%
SOADOR
214
State of Alaska Department of Revenue
Alaska
$15.1M -$606K -5,425 -4%
TRSOTSOK
215
Teachers Retirement System of the State of Kentucky
Kentucky
$14.9M -$262K -2,343 -2%
JCM
216
Janney Capital Management
Pennsylvania
$14.6M +$173K +1,553 +1%
SSA
217
Schonfeld Strategic Advisors
New York
$14.6M -$14.6M -130,522 -50%
CA
218
Cullinan Associates
Kentucky
$14.6M +$1.28M +11,493 +10%
WIC
219
Woodmont Investment Counsel
Tennessee
$14.4M -$43.8K -392 -0.3%
GCA
220
Guardian Capital Advisors
Ontario, Canada
$14.3M +$89.1K +772 +0.6%
WBC
221
Westpac Banking Corp
Australia
$14.3M -$155K -1,391 -1%
SIM
222
Sadoff Investment Management
Wisconsin
$14.3M +$304K +2,721 +2%
GIBU
223
Gulf International Bank (UK)
United Kingdom
$14.2M – – –
FRAF
224
Första AP-fonden
Sweden
$14.2M -$983K -8,800 -6%
CAN
225
Cetera Advisor Networks
California
$14.1M +$168K +1,501 +1%
7 8
9
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