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Duke Energy
DUK

Overview Fund Activity

1,641 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 696 increasing their positions, 594 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,641
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.9%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
126
Increased
696
Reduced
594
Closed
101
Calls
$359M
Puts
$209M
Net Calls
+$151M
Net Calls Change
+$123M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$620M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$426M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.23B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
BlackRock
5
BlackRock
New York
$5.1B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$914M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$130M
4
Invesco
4
Invesco
Georgia
$661M
5
SCCM
5
Schafer Cullen Capital Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMIM
226
Lockheed Martin Investment Management
Maryland
$11M +$3.04M +31,540 +38%
SEI Investments
227
SEI Investments
Pennsylvania
$10.9M -$7.55M -79,603 -41%
MML Investors Services
228
MML Investors Services
Massachusetts
$10.8M +$773K +8,005 +8%
PCM
229
Penserra Capital Management
California
$10.6M +$4.33M +44,874 +69%
OC
230
Oppenheimer & Co
New York
$10.6M +$342K +3,543 +3%
VRS
231
Virginia Retirement Systems
Virginia
$10.5M – – –
PP
232
Prudential plc
United Kingdom
$10.3M -$47.5M -492,525 -82%
FBP
233
Flippin Bruce & Porter
Virginia
$10.3M -$91.5K -948 -0.9%
BL
234
BCWM LLC
Kansas
$10.1M +$1.19M +12,349 +13%
DILIC
235
Dai-ichi Life Insurance Company
Japan
$10.1M -$3.17M -32,806 -24%
RC
236
Randolph Company
Ohio
$10M -$532K -5,513 -5%
ProShare Advisors
237
ProShare Advisors
Maryland
$10M +$862K +8,932 +9%
FNBT
238
FineMark National Bank & Trust
Florida
$9.73M -$59.5K -616 -0.6%
MOACM
239
Mutual of America Capital Management
New York
$9.6M +$660K +6,833 +7%
TRCT
240
Tower Research Capital (TRC)
New York
$9.44M +$6.74M +69,799 +250%
MDCM
241
Morgan Dempsey Capital Management
Wisconsin
$9.27M +$1.5M +15,585 +19%
Caisse de Depot et Placement du Quebec (CDPQ)
242
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.27M +$807K +8,361 +10%
GC
243
Gratus Capital
Georgia
$9.17M +$722K +7,479 +9%
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$9.16M -$1.17M -12,100 -11%
MLICM
245
Metropolitan Life Insurance Company (MetLife)
New York
$9.1M -$107K -1,104 -1%
AWM
246
Arbor Wealth Management
Florida
$8.89M +$1.13M +11,742 +15%
VFA
247
Voya Financial Advisors
Connecticut
$8.79M +$351K +3,649 +4%
DADC
248
D.A. Davidson & Co
Montana
$8.71M +$2.46M +25,454 +39%
KAS
249
Kestra Advisory Services
Texas
$8.69M -$3.97M -41,177 -31%
Jones Financial Companies
250
Jones Financial Companies
Missouri
$8.65M +$60.1K +623 +0.7%
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