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Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$171M
2
Charles Schwab
Charles Schwab
California
+$170M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$129M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$126M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$518M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$411M
3
Franklin Resources
Franklin Resources
California
-$302M
4
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M
5
BlackRock
BlackRock
New York
-$86.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
326
Ally Financial
Michigan
$5.43M – – –
VFM
327
Viking Fund Management
North Dakota
$5.43M – – –
YCM
328
Yaupon Capital Management
New York
$5.39M +$5.39M +54,600 New
SPIA
329
Steward Partners Investment Advisory
New York
$5.36M -$1.15M -11,657 -18%
FNBOO
330
First National Bank of Omaha
Nebraska
$5.3M – – –
EGA
331
Eagle Global Advisors
Texas
$5.28M +$140K +1,422 +3%
CWM
332
CIBC World Markets
New York
$5.27M -$1.96M -19,868 -27%
MAA
333
Matrix Asset Advisors
New York
$5.23M -$2.68M -27,166 -34%
MAM
334
Meeder Asset Management
Ohio
$5.22M +$1.73M +17,483 +49%
BWL
335
Bogart Wealth LLC
Virginia
$5.17M +$683K +6,920 +15%
HCMT
336
Highland Capital Management (Tennessee)
Tennessee
$5.16M -$124K -1,257 -2%
MIM
337
Marco Investment Management
Georgia
$5.15M -$6.91K -70 -0.1%
NA
338
NewEdge Advisors
Louisiana
$5.14M +$601K +6,088 +13%
JRCM
339
Jones Road Capital Management
New York
$5.09M +$2.35M +23,850 +86%
NMERB
340
New Mexico Educational Retirement Board
New Mexico
$5.06M +$464K +4,700 +10%
Pacer Advisors
341
Pacer Advisors
Pennsylvania
$5.06M +$897K +9,082 +22%
RFC
342
Regions Financial Corp
Alabama
$5M -$516K -5,226 -9%
Fayez Sarofim & Co
343
Fayez Sarofim & Co
Texas
$4.92M +$1.55M +15,709 +46%
DTL
344
Dynamic Technology Lab
Singapore
$4.89M +$4.89M +49,483 New
Two Sigma Investments
345
Two Sigma Investments
New York
$4.86M -$89.6M -907,601 -95%
AMIM
346
Aull & Monroe Investment Management
Alabama
$4.86M – – –
MYAM
347
Meiji Yasuda Asset Management
Japan
$4.83M +$64.2K +650 +1%
IMRF
348
Illinois Municipal Retirement Fund
Illinois
$4.82M -$3.17M -32,087 -40%
Wealthfront Advisers
349
Wealthfront Advisers
California
$4.82M +$1.49M +15,072 +45%
HI
350
Harbour Investments
Wisconsin
$4.8M +$37.7K +382 +0.8%
12 13
14
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