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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$914M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$130M
4
Invesco
Invesco
Georgia
$661M
5
SCCM
Schafer Cullen Capital Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
251
Geneos Wealth Management
Colorado
$8.55M -$661K -6,567 -7%
SCCM
252
Schafer Cullen Capital Management
New York
$8.52M -$99.3M -1,028,355 -92%
LW
253
Linscomb Wealth
Texas
$8.38M +$285K +2,956 +4%
SC
254
SouthState Corp
Florida
$8.29M +$72.2K +748 +0.9%
AWM
255
AE Wealth Management
Kansas
$8.27M -$3.13M -32,381 -27%
SAM
256
Securian Asset Management
Minnesota
$8.25M +$95.3K +987 +1%
SI
257
Stephens Inc
Arkansas
$8.21M -$854K -8,847 -9%
EVM
258
Eaton Vance Management
Massachusetts
$8.16M -$15.6M -161,443 -66%
HIMCH
259
Hartford Investment Management Co (HIMCO)
Connecticut
$8.12M +$3.28K +34 +0%
PAG
260
Private Advisor Group
New Jersey
$8.08M +$597K +6,186 +8%
Fidelity International
261
Fidelity International
Bermuda
$7.99M +$7.99M +82,785 +1,655,700%
Lazard Asset Management
262
Lazard Asset Management
New York
$7.98M +$7.53M +78,010 +1,681%
DZ Bank
263
DZ Bank
Germany
$7.96M +$2.12M +21,921 +36%
WF
264
Welch & Forbes
Massachusetts
$7.93M -$359K -3,721 -4%
KeyBank National Association
265
KeyBank National Association
Ohio
$7.93M -$421K -4,359 -5%
MNBTD
266
Moody National Bank Trust Division
Texas
$7.83M +$44.2K +458 +0.6%
BCI
267
Brinker Capital Investments
Pennsylvania
$7.82M +$5.58M +57,771 +248%
IMRF
268
Illinois Municipal Retirement Fund
Illinois
$7.82M +$1.06M +11,003 +16%
MAA
269
Matrix Asset Advisors
New York
$7.74M +$513K +5,314 +7%
AUB
270
Atlantic Union Bankshares
Virginia
$7.71M +$323K +3,346 +4%
AWA
271
ARS Wealth Advisors
Florida
$7.6M +$114K +1,180 +2%
PP
272
Patten & Patten
Tennessee
$7.57M +$46.1K +478 +0.6%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$7.53M -$20.1K -208 -0.3%
CC
274
Covalis Capital
United Kingdom
$7.5M +$7.5M +77,712 New
II
275
IFM Investors
Australia
$7.45M +$765K +7,927 +11%
9 10
11
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