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Duke Energy
DUK

Overview Fund Activity

1,784 hedge funds and large institutions have $50.3B invested in Duke Energy in 2021 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 727 increasing their positions, 572 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,784
Holders Change
+150
Holders Change %
+9.18%
% of All Funds
27.55%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
255
Increased
727
Reduced
572
Closed
74
Calls
$598M
Puts
$359M
Net Calls
+$239M
Net Calls Change
+$153M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$239M
2
Barclays
Barclays
United Kingdom
+$165M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$103M
4
Two Sigma Investments
Two Sigma Investments
New York
+$93.2M
5
Charles Schwab
Charles Schwab
California
+$79M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$190M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$95.1M
4
PAM
Panagora Asset Management
Massachusetts
-$83.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
276
Energy Income Partners
Connecticut
$8.42M +$29.1K +277 +0.3%
Tudor Investment Corp
277
Tudor Investment Corp
Connecticut
$8.33M -$6.35M -60,571 -43%
PP
278
Patten & Patten
Tennessee
$8.27M +$32.4K +309 +0.4%
HIMCH
279
Hartford Investment Management Co (HIMCO)
Connecticut
$8.21M +$667K +6,361 +9%
Royal London Asset Management
280
Royal London Asset Management
United Kingdom
$8.2M +$6.8M +64,786 +483%
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$8.04M +$749K +7,139 +10%
MA
282
MUFG Americas
New York
$7.82M +$60.2K +574 +0.8%
LWANC
283
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.81M +$299K +2,846 +4%
SSWM
284
Smith Salley Wealth Management
North Carolina
$7.73M -$51.4K -490 -0.7%
GFG
285
Greystone Financial Group
Michigan
$7.71M +$1.81M +17,256 +31%
CF
286
Clarity Financial
Texas
$7.6M +$557K +5,308 +8%
BRWM
287
B. Riley Wealth Management
Tennessee
$7.59M +$87K +829 +1%
TCM
288
Tufton Capital Management
Maryland
$7.58M -$14.9K -142 -0.2%
FCBT
289
First Citizens Bank & Trust
North Carolina
$7.55M -$239K -2,276 -3%
WB
290
WesBanco Bank
West Virginia
$7.41M +$183K +1,741 +3%
FPB
291
First PREMIER Bank
South Dakota
$7.4M -$62.2K -593 -0.8%
SI
292
Stephens Inc
Arkansas
$7.35M -$2.02M -19,284 -22%
Wealthfront Advisers
293
Wealthfront Advisers
California
$7.33M +$1.37M +13,020 +23%
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$7.24M -$297K -2,836 -4%
SA
295
Strategic Advisors
New York
$7.15M +$4.5M +42,923 +170%
CM
296
Churchill Management
California
$7.13M -$109K -1,040 -2%
SGI
297
Summit Global Investments
Utah
$7.09M +$3.38M +32,184 +91%
AIM
298
Anchor Investment Management
South Carolina
$7.03M +$29.5K +281 +0.4%
UCFA
299
United Capital Financial Advisors
Texas
$6.96M -$262K -2,497 -4%
CCC
300
Cincinnati Casualty Company
Ohio
$6.96M – – –
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