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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 %
SCM
276
Symons Capital Management
Pennsylvania
$7.33M -$1M -10,361 -12%
H
277
Hexavest
Quebec, Canada
$7.32M -$2.21M -22,921 -23%
TCM
278
Tufton Capital Management
Maryland
$7.32M +$36.8K +381 +0.5%
GFG
279
Greystone Financial Group
Michigan
$7.29M +$7.29M +70,309 New
FCBT
280
First Citizens Bank & Trust
North Carolina
$7.15M +$237K +2,455 +3%
CWM
281
CIBC World Markets
New York
$7.07M -$6.02M -62,332 -46%
EAM
282
Eagle Asset Management
Florida
$7.05M +$7.05M +73,195 New
FFIC
283
First Fiduciary Investment Counsel
Ohio
$7.04M +$17.6K +182 +0.3%
FPB
284
First PREMIER Bank
South Dakota
$7.02M -$97.5K -1,010 -1%
BRWM
285
B. Riley Wealth Management
Tennessee
$7.01M -$382K -3,953 -5%
CA
286
Cullinan Associates
Kentucky
$6.99M +$60.3K +625 +0.9%
N
287
Natixis
France
$6.92M -$15.4M -159,104 -69%
LWANC
288
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.89M +$102K +1,052 +1%
CG
289
Colony Group
Massachusetts
$6.87M +$11.4K +118 +0.2%
ANI
290
American National Insurance
Texas
$6.85M -$4.83K -50 -0.1%
RJT
291
Raymond James Trust
Florida
$6.78M +$320K +3,314 +5%
NAM
292
Nissay Asset Management
Japan
$6.69M -$173K -1,796 -3%
WB
293
WesBanco Bank
West Virginia
$6.64M +$6.64M +68,796 New
MA
294
MUFG Americas
New York
$6.63M +$269K +2,785 +4%
TF
295
Tompkins Financial
New York
$6.61M +$220K +2,278 +3%
ECM
296
Estabrook Capital Management
New York
$6.55M -$73.6K -762 -1%
FPCG
297
Fort Pitt Capital Group
Pennsylvania
$6.54M +$822K +8,518 +14%
NNP
298
Nachman Norwood & Parrott
South Carolina
$6.53M +$17.6K +182 +0.3%
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$6.46M -$346K -3,584 -5%
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$6.43M -$1.15M -11,916 -15%
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