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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 %
BFG
326
Beacon Financial Group
Texas
$5.46M – – –
DIA
327
Dean Investment Associates
Ohio
$5.46M -$29.1K -301 -0.5%
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$5.44M +$4.29M +44,405 +373%
TRSOTSOK
329
Teachers Retirement System of the State of Kentucky
Kentucky
$5.43M -$483K -5,000 -8%
RFC
330
Regions Financial Corp
Alabama
$5.39M -$2.23M -23,102 -29%
AF
331
Ally Financial
Michigan
$5.31M – – –
VFM
332
Viking Fund Management
North Dakota
$5.31M – – –
FNBOO
333
First National Bank of Omaha
Nebraska
$5.3M -$15.7K -163 -0.3%
M
334
MOTCO
Texas
$5.18M +$569K +5,894 +12%
HCMT
335
Highland Capital Management (Tennessee)
Tennessee
$5.17M -$461K -4,779 -8%
MIM
336
Marco Investment Management
Georgia
$5.04M -$23.9K -248 -0.5%
EGA
337
Eagle Global Advisors
Texas
$5.02M -$43.1K -446 -0.9%
IG
338
ING Group
Netherlands
$4.99M +$251K +2,596 +5%
ETC
339
Exchange Traded Concepts
Oklahoma
$4.93M +$436K +4,514 +10%
JAM
340
Jupiter Asset Management
United Kingdom
$4.9M +$4.36M +45,160 +804%
BCM
341
Brookstone Capital Management
Illinois
$4.89M +$156K +1,613 +3%
FFA
342
Founders Financial Alliance
North Carolina
$4.77M +$96.5K +964 +2%
AMIM
343
Aull & Monroe Investment Management
Alabama
$4.75M -$69.1K -716 -1%
CAN
344
Cetera Advisor Networks
California
$4.73M +$159K +1,648 +3%
MYAM
345
Meiji Yasuda Asset Management
Japan
$4.66M +$1.33M +13,790 +40%
HI
346
Harbour Investments
Wisconsin
$4.66M +$4.66M +48,238 New
CIBC World Market
347
CIBC World Market
Ontario, Canada
$4.63M -$500K -5,184 -10%
LSERS
348
Louisiana State Employees Retirement System
Louisiana
$4.6M +$183K +1,900 +4%
OIM
349
Opus Investment Management
Massachusetts
$4.56M – – –
SFA
350
Semmax Financial Advisors
North Carolina
$4.55M +$353K +3,658 +8%
12 13
14
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