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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 %
CCC
301
Cincinnati Casualty Company
Ohio
$6.4M – – –
UFG
302
United Fire Group
Iowa
$6.38M – – –
SPIA
303
Steward Partners Investment Advisory
New York
$6.37M +$1.48M +15,372 +30%
BA
304
BCM Advisors
Louisiana
$6.31M – – –
UCFA
305
United Capital Financial Advisors
Texas
$6.25M -$129K -1,341 -2%
AIM
306
Anchor Investment Management
South Carolina
$6.19M +$615K +6,372 +11%
NB
307
Norinchukin Bank
Japan
$6.17M +$357K +3,702 +6%
TPCW
308
TD Private Client Wealth
New York
$6.15M -$186K -1,928 -3%
BMSSC
309
B. Metzler seel. Sohn & Co
Germany
$6.13M – – –
CIA
310
Capital Investment Advisors
Georgia
$6.09M +$268K +2,778 +5%
TF
311
TIAA FSB
Florida
$6.07M -$1.81M -18,737 -23%
SG Americas Securities
312
SG Americas Securities
New York
$5.93M -$10.9M -112,765 -65%
OPERF
313
Oregon Public Employees Retirement Fund
Oregon
$5.92M -$877K -9,081 -13%
GT
314
Glenmede Trust
Pennsylvania
$5.92M -$841K -8,718 -12%
CTC
315
Central Trust Company
Missouri
$5.91M +$220K +2,281 +4%
CNB
316
Camden National Bank
Maine
$5.85M +$14K +145 +0.2%
CNC
317
Camden National Corporation
Maine
$5.85M +$5.85M +60,647 New
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$5.8M +$286K +2,961 +5%
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$5.76M -$367K -3,799 -6%
Marshall Wace
320
Marshall Wace
United Kingdom
$5.57M +$4.95M +51,254 +792%
EFIC
321
Eliot Finkel Investment Counsel
California
$5.56M – – –
AOWM
322
Alpha Omega Wealth Management
Virginia
$5.54M +$182K +1,887 +3%
SSWM
323
Smith Salley Wealth Management
North Carolina
$5.53M -$195K -2,021 -3%
BIA
324
Biondo Investment Advisors
Pennsylvania
$5.48M +$294K +3,018 +6%
JFL
325
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.47M -$290K -3,000 -5%
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