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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 %
TPCW
326
TD Private Client Wealth
New York
$6.13M -$478K -4,554 -7%
SCA
327
Snowden Capital Advisors
New York
$6.12M -$362K -3,453 -6%
BFG
328
Beacon Financial Group
Texas
$6.07M -$43.6K -421 -0.7%
SWP
329
Strategic Wealth Partners
Ohio
$6.06M +$6.06M +57,806 New
EFIC
330
Eliot Finkel Investment Counsel
California
$6.05M -$102K -970 -2%
Fayez Sarofim & Co
331
Fayez Sarofim & Co
Texas
$6.05M +$1.09M +10,395 +22%
EGA
332
Eagle Global Advisors
Texas
$6.01M -$37.6K -358 -0.6%
AOWM
333
Alpha Omega Wealth Management
Virginia
$5.94M -$3.02K -29 -0.1%
DIA
334
Dean Investment Associates
Ohio
$5.85M -$47.7K -455 -0.8%
RFC
335
Regions Financial Corp
Alabama
$5.78M +$218K +2,080 +4%
AF
336
Ally Financial
Michigan
$5.77M – – –
CPO
337
Cerity Partners OCIO
New York
$5.66M +$474K +4,514 +9%
Walleye Capital
338
Walleye Capital
New York
$5.57M +$5.57M +53,051 New
IF
339
Insight Folios
North Carolina
$5.48M +$54.3K +518 +1%
SPIA
340
Steward Partners Investment Advisory
New York
$5.46M -$301K -2,868 -5%
MIM
341
Marco Investment Management
Georgia
$5.45M -$28.3K -270 -0.5%
ASN
342
Advisory Services Network
Georgia
$5.43M +$170K +1,620 +3%
MC
343
Moors & Cabot
Massachusetts
$5.4M +$404K +3,854 +8%
PSP
344
Principal Street Partners
Tennessee
$5.32M +$317K +3,023 +6%
HCMT
345
Highland Capital Management (Tennessee)
Tennessee
$5.29M -$58.7K -560 -1%
SCM
346
Schnieders Capital Management
California
$5.26M +$190K +1,811 +4%
NEAM
347
New England Asset Management
Connecticut
$5.19M +$456K +4,350 +10%
FNBOO
348
First National Bank of Omaha
Nebraska
$5.18M -$412K -3,928 -7%
GC
349
Guardian Capital
Ontario, Canada
$5.15M +$273K +2,600 +6%
TC
350
TwinBeech Capital
New York
$5.14M +$2.65M +25,261 +106%
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